401k Plan data: INDIANA UNIVERSITY HEALTH 403(B) PLAN plan

INDIANA UNIVERSITY HEALTH 403(B) PLAN 401k Plan overview

Plan Name	INDIANA UNIVERSITY HEALTH 403(B) PLAN
Plan identification number	006

INDIANA UNIVERSITY HEALTH 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: INDIANA UNIVERSITY HEALTH, INC.

Employer identification number (EIN): 351955872

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about INDIANA UNIVERSITY HEALTH, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2018-12-14

Company Identification Number: F211071

Legal Registered Office Address: 4701 COX RD
STE 285
GLEN ALLEN
United States of America (USA)
23060

More information about INDIANA UNIVERSITY HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2019-01-01 ELIZABETH DUNLAP 2020-01-29
006 2019-01-01 ELIZABETH DUNLAP 2020-01-29
006 2018-01-01 ELIZABETH DUNLAP 2019-10-11
006 2017-01-01
006 2016-01-01
006 2015-01-01
006 2014-01-01
006 2013-01-01 SHERIEE LADD
006 2012-01-01 SHERIEE LADD

Plan Statistics for INDIANA UNIVERSITY HEALTH 403(B) PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH 403(B) PLAN

Measure Date Value
2019: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10,403
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12,508
Number of retired or separated participants receiving benefits 2018-01-01 112
Number of other retired or separated participants entitled to future benefits 2018-01-01 10,271
Total of all active and inactive participants 2018-01-01 10,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 20
Total participants 2018-01-01 10,403
Number of participants with account balances 2018-01-01 10,403
2017: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13,712
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7,782
Number of retired or separated participants receiving benefits 2017-01-01 105
Number of other retired or separated participants entitled to future benefits 2017-01-01 4,604
Total of all active and inactive participants 2017-01-01 12,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 17
Total participants 2017-01-01 12,508
Number of participants with account balances 2017-01-01 12,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 44
2016: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15,105
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9,352
Number of retired or separated participants receiving benefits 2016-01-01 80
Number of other retired or separated participants entitled to future benefits 2016-01-01 4,268
Total of all active and inactive participants 2016-01-01 13,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 12
Total participants 2016-01-01 13,712
Number of participants with account balances 2016-01-01 13,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 47
2015: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12,562
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9,962
Number of retired or separated participants receiving benefits 2015-01-01 166
Number of other retired or separated participants entitled to future benefits 2015-01-01 4,959
Total of all active and inactive participants 2015-01-01 15,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 18
Total participants 2015-01-01 15,105
Number of participants with account balances 2015-01-01 14,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 44
2014: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10,709
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9,277
Number of retired or separated participants receiving benefits 2014-01-01 134
Number of other retired or separated participants entitled to future benefits 2014-01-01 3,148
Total of all active and inactive participants 2014-01-01 12,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 12,562
Number of participants with account balances 2014-01-01 12,452
2013: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15,609
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15,533
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2,453
Total of all active and inactive participants 2013-01-01 17,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17,986
Number of participants with account balances 2013-01-01 9,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18,773
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 437
Total of all active and inactive participants 2012-01-01 19,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 19,218
Number of participants with account balances 2012-01-01 7,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10,403
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12,508
Number of retired or separated participants receiving benefits	2018-01-01	112
Number of other retired or separated participants entitled to future benefits	2018-01-01	10,271
Total of all active and inactive participants	2018-01-01	10,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	20
Total participants	2018-01-01	10,403
Number of participants with account balances	2018-01-01	10,403
2017: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13,712
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7,782
Number of retired or separated participants receiving benefits	2017-01-01	105
Number of other retired or separated participants entitled to future benefits	2017-01-01	4,604
Total of all active and inactive participants	2017-01-01	12,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	17
Total participants	2017-01-01	12,508
Number of participants with account balances	2017-01-01	12,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	44
2016: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15,105
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9,352
Number of retired or separated participants receiving benefits	2016-01-01	80
Number of other retired or separated participants entitled to future benefits	2016-01-01	4,268
Total of all active and inactive participants	2016-01-01	13,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	12
Total participants	2016-01-01	13,712
Number of participants with account balances	2016-01-01	13,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	47
2015: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12,562
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9,962
Number of retired or separated participants receiving benefits	2015-01-01	166
Number of other retired or separated participants entitled to future benefits	2015-01-01	4,959
Total of all active and inactive participants	2015-01-01	15,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	18
Total participants	2015-01-01	15,105
Number of participants with account balances	2015-01-01	14,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	44
2014: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10,709
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9,277
Number of retired or separated participants receiving benefits	2014-01-01	134
Number of other retired or separated participants entitled to future benefits	2014-01-01	3,148
Total of all active and inactive participants	2014-01-01	12,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	12,562
Number of participants with account balances	2014-01-01	12,452
2013: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15,609
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15,533
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2,453
Total of all active and inactive participants	2013-01-01	17,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17,986
Number of participants with account balances	2013-01-01	9,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18,773
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	437
Total of all active and inactive participants	2012-01-01	19,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	19,218
Number of participants with account balances	2012-01-01	7,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on INDIANA UNIVERSITY HEALTH 403(B) PLAN

Measure	Date	Value
2019 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$23,482,063
Total of all expenses incurred	2019-06-30	$278,954,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$278,846,055
Value of total assets at end of year	2019-06-30	$0
Value of total assets at beginning of year	2019-06-30	$255,472,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$108,365
Total interest from all sources	2019-06-30	$1,261
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$442,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$442,925
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$20,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$0
Amount contributed by the employer to the plan for this plan year	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$208,434
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$89,069,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-255,472,357
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$255,472,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$252,744,546
Interest on participant loans	2019-06-30	$1,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,519,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$23,037,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$189,776,240
Contract administrator fees	2019-06-30	$108,365
Did the plan have assets held for investment	2019-06-30	No
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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BKD LLP
Accountancy firm EIN	2019-06-30	440160260
2018 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$79,328
Total income from all sources (including contributions)	2018-12-31	$-21,876,440
Total of all expenses incurred	2018-12-31	$168,738,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$168,328,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$401,961
Value of total assets at end of year	2018-12-31	$255,472,357
Value of total assets at beginning of year	2018-12-31	$446,167,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$410,483
Total interest from all sources	2018-12-31	$6,712
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$16,562,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$16,562,235
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
Participant contributions at end of year	2018-12-31	$208,434
Participant contributions at beginning of year	2018-12-31	$271,986
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$401,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$85,972,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$79,328
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	$-190,615,318
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$255,472,357
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$446,087,675
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$252,744,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$407,349,547
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,608,974
Interest on participant loans	2018-12-31	$6,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,519,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$36,936,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-39,456,801
Net investment gain/loss from pooled separate accounts	2018-12-31	$609,453
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$82,356,363
Contract administrator fees	2018-12-31	$410,483
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 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$79,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$86,151
Total income from all sources (including contributions)	2017-12-31	$69,246,682
Total of all expenses incurred	2017-12-31	$33,375,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$32,892,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,091,037
Value of total assets at end of year	2017-12-31	$446,167,003
Value of total assets at beginning of year	2017-12-31	$410,302,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$483,479
Total interest from all sources	2017-12-31	$9,342
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,251,357
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	$11,251,357
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
Participant contributions at end of year	2017-12-31	$271,986
Participant contributions at beginning of year	2017-12-31	$389,721
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,091,037
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	$399,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$79,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$86,151
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	$35,871,043
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$446,087,675
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$410,216,632
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$407,349,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$370,650,090
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,608,974
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,718,117
Interest on participant loans	2017-12-31	$9,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$36,936,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$37,145,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$52,511,285
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,383,661
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$32,892,160
Contract administrator fees	2017-12-31	$483,479
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 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$86,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$28,477,498
Total of all expenses incurred	2016-12-31	$31,212,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,716,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,201,529
Value of total assets at end of year	2016-12-31	$410,302,783
Value of total assets at beginning of year	2016-12-31	$412,951,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$496,308
Total interest from all sources	2016-12-31	$16,429
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,670,195
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	$9,670,195
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
Participant contributions at end of year	2016-12-31	$389,721
Participant contributions at beginning of year	2016-12-31	$550,104
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,201,529
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$399,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$86,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$349,909
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	$-2,735,039
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$410,216,632
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$412,951,671
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$370,650,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$373,253,603
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,718,117
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,987,471
Interest on participant loans	2016-12-31	$16,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$37,145,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$37,160,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$14,690,857
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,548,579
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,716,229
Contract administrator fees	2016-12-31	$496,308
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 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$91,296,074
Total of all expenses incurred	2015-12-31	$33,729,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$33,232,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$94,732,620
Value of total assets at end of year	2015-12-31	$412,951,671
Value of total assets at beginning of year	2015-12-31	$355,384,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$496,292
Total interest from all sources	2015-12-31	$25,605
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$11,825,474
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	$11,825,474
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
Participant contributions at end of year	2015-12-31	$550,104
Participant contributions at beginning of year	2015-12-31	$723,588
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$94,732,620
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$25,000
Other income not declared elsewhere	2015-12-31	$187,452
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	$57,566,983
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$412,951,671
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$355,384,688
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	$373,253,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$315,331,080
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,987,471
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,959,252
Interest on participant loans	2015-12-31	$25,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$37,160,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$37,345,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-15,258,199
Net investment gain/loss from pooled separate accounts	2015-12-31	$-216,878
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$33,232,799
Contract administrator fees	2015-12-31	$496,292
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 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$113,457,536
Total of all expenses incurred	2014-12-31	$31,312,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$31,174,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$92,080,371
Value of total assets at end of year	2014-12-31	$355,384,688
Value of total assets at beginning of year	2014-12-31	$273,239,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$138,042
Total interest from all sources	2014-12-31	$13,657
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$11,487,321
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	$11,487,321
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
Participant contributions at end of year	2014-12-31	$723,588
Participant contributions at beginning of year	2014-12-31	$147,576
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$92,080,371
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$25,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$91,205
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	$82,145,282
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$355,384,688
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$273,239,406
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	$315,331,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$244,326,411
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,959,252
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,046,435
Interest on participant loans	2014-12-31	$13,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,093,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,093,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$37,345,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$23,534,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$9,647,224
Net investment gain/loss from pooled separate accounts	2014-12-31	$228,963
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$31,174,212
Contract administrator fees	2014-12-31	$138,042
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 : INDIANA UNIVERSITY HEALTH 403(B) 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	$73,831,379
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$24,674,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$24,580,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$29,871,396
Value of total assets at end of year	2013-12-31	$273,239,406
Value of total assets at beginning of year	2013-12-31	$224,082,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$94,373
Total interest from all sources	2013-12-31	$4,932
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,223,248
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	$2,223,248
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
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
Contributions received from participants	2013-12-31	$26,254,973
Participant contributions at end of year	2013-12-31	$147,576
Participant contributions at beginning of year	2013-12-31	$206,255
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$985,089
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,616,423
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$91,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$3,016,285
Administrative expenses (other) incurred	2013-12-31	$16,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$49,156,957
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$273,239,406
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$224,082,449
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	$49,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$244,326,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$194,020,093
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,046,435
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,811,647
Interest on participant loans	2013-12-31	$4,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,093,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,806,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,806,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$23,534,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$25,252,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$36,016,120
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,699,398
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$24,580,049
Contract administrator fees	2013-12-31	$29,084
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 : INDIANA UNIVERSITY HEALTH 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$199,534,922
Total income from all sources (including contributions)	2012-12-31	$48,780,459
Total of all expenses incurred	2012-12-31	$24,232,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$24,166,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$24,374,559
Value of total assets at end of year	2012-12-31	$224,082,449
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$66,257
Total interest from all sources	2012-12-31	$39,941
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,401,745
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	$3,401,745
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
Contributions received from participants	2012-12-31	$24,167,801
Participant contributions at end of year	2012-12-31	$206,255
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$985,089
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$93,213
Other income not declared elsewhere	2012-12-31	$734,828
Administrative expenses (other) incurred	2012-12-31	$15,450
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	$24,547,527
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$224,082,449
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
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	$16,055
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$194,020,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,811,647
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$39,941
Interest earned on other investments	2012-12-31	$898,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,806,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$25,252,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,993,478
Net investment gain/loss from pooled separate accounts	2012-12-31	$235,908
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	$113,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$24,166,675
Contract administrator fees	2012-12-31	$34,752
Did the plan have assets held for investment	2012-12-31	No
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

Form 5500 Responses for INDIANA UNIVERSITY HEALTH 403(B) PLAN

2019: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INDIANA UNIVERSITY HEALTH 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2019-01-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $265
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $265
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891959+001

Policy instance

Insurance contract or identification number	891959+001
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Total amount of commissions paid to insurance broker	USD $3,873
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,873
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Total amount of commissions paid to insurance broker	USD $109,329
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $109,329
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,218
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,218
Insurance broker organization code?	4

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151092

Policy instance

Insurance contract or identification number	151092
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151093

Policy instance

Insurance contract or identification number	151093
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25959

Policy instance

Insurance contract or identification number	CR25959
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-21
Total amount of commissions paid to insurance broker	USD $92,676
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $92,676
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	1236
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $150,374
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $150,374
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,334
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,334
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Number of Individuals Covered	504
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151092

Policy instance

Insurance contract or identification number	151092
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151093

Policy instance

Insurance contract or identification number	151093
Number of Individuals Covered	20
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25959

Policy instance

Insurance contract or identification number	CR25959
Number of Individuals Covered	837
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $115,376
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $115,376
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891959+001

Policy instance

Insurance contract or identification number	891959+001
Number of Individuals Covered	125
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,903
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,903
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891959+001

Policy instance

Insurance contract or identification number	891959+001
Number of Individuals Covered	144
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,596
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,596
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25959

Policy instance

Insurance contract or identification number	CR25959
Number of Individuals Covered	969
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $146,701
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $146,701
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151093

Policy instance

Insurance contract or identification number	151093
Number of Individuals Covered	24
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151092

Policy instance

Insurance contract or identification number	151092
Number of Individuals Covered	17
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Number of Individuals Covered	564
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	1429
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $72,075
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $72,075
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	1542
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $50,965
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,965
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Number of Individuals Covered	605
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151092

Policy instance

Insurance contract or identification number	151092
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151093

Policy instance

Insurance contract or identification number	151093
Number of Individuals Covered	27
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

400060

Policy instance

Insurance contract or identification number	400060
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	1715
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $92,320
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $92,320
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Number of Individuals Covered	664
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151092

Policy instance

Insurance contract or identification number	151092
Number of Individuals Covered	18
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

400060

Policy instance

Insurance contract or identification number	400060
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893219-007

Policy instance

Insurance contract or identification number	893219-007
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,432
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,432
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151093

Policy instance

Insurance contract or identification number	151093
Number of Individuals Covered	28
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $94,497
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $94,497
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $94,497
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103526

Policy instance

Insurance contract or identification number	103526
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	INDIANA UNIVERSITY HEALTH, INC.
Employer identification number (EIN):	351955872
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2018-12-14
Company Identification Number:	F211071
Legal Registered Office Address:	4701 COX RD STE 285 GLEN ALLEN United States of America (USA) 23060

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2019-01-01	ELIZABETH DUNLAP	2020-01-29
006	2019-01-01	ELIZABETH DUNLAP	2020-01-29
006	2018-01-01	ELIZABETH DUNLAP	2019-10-11
006	2017-01-01
006	2016-01-01
006	2015-01-01
006	2014-01-01
006	2013-01-01	SHERIEE LADD
006	2012-01-01	SHERIEE LADD