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CADENCE HEALTH RETIREMENT PLAN 401k Plan overview

Plan NameCADENCE HEALTH RETIREMENT PLAN
Plan identification number 004

CADENCE HEALTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

CADENCE HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CADENCE HEALTH
Employer identification number (EIN):362513909
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CADENCE HEALTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01MICHAEL WUKITSCH
0042014-01-01MICHAEL WUKITSCH MICHAEL WUKITSCH2015-09-21
0042013-01-01MICHAEL WUKITSCH MICHAEL WUKITSCH2014-10-13
0042012-01-01SHAWN FITZGERALD
0042011-01-01SHAWN FITZGERALD
0042010-01-01ROSEMARIE FOREMAN
0042009-01-01ROSEMARIE FOREMAN RICHARD DAVIS2010-10-14

Plan Statistics for CADENCE HEALTH RETIREMENT PLAN

401k plan membership statisitcs for CADENCE HEALTH RETIREMENT PLAN

Measure Date Value
2015: CADENCE HEALTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,460
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CADENCE HEALTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,230
Total number of active participants reported on line 7a of the Form 55002014-01-017,857
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01582
Total of all active and inactive participants2014-01-018,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-018,460
Number of participants with account balances2014-01-015,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0197
2013: CADENCE HEALTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,575
Total number of active participants reported on line 7a of the Form 55002013-01-017,558
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01656
Total of all active and inactive participants2013-01-018,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-018,230
Number of participants with account balances2013-01-014,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0160
2012: CADENCE HEALTH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,256
Total number of active participants reported on line 7a of the Form 55002012-01-016,898
Number of retired or separated participants receiving benefits2012-01-0130
Number of other retired or separated participants entitled to future benefits2012-01-01644
Total of all active and inactive participants2012-01-017,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-017,575
Number of participants with account balances2012-01-013,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: CADENCE HEALTH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,066
Total number of active participants reported on line 7a of the Form 55002011-01-016,427
Number of retired or separated participants receiving benefits2011-01-01216
Number of other retired or separated participants entitled to future benefits2011-01-01608
Total of all active and inactive participants2011-01-017,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-017,256
Number of participants with account balances2011-01-013,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: CADENCE HEALTH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,445
Total number of active participants reported on line 7a of the Form 55002010-01-014,435
Number of retired or separated participants receiving benefits2010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-01611
Total of all active and inactive participants2010-01-015,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-015,066
Number of participants with account balances2010-01-013,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0167
2009: CADENCE HEALTH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,279
Total number of active participants reported on line 7a of the Form 55002009-01-014,872
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-01552
Total of all active and inactive participants2009-01-015,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-015,445
Number of participants with account balances2009-01-013,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on CADENCE HEALTH RETIREMENT PLAN

Measure Date Value
2015 : CADENCE HEALTH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$143,080,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,860,899
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,090,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,071,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,050,411
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$143,310,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,395
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,807,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,807,904
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$8,645,145
Amount contributed by the employer to the plan for this plan year2015-12-31$8,645,145
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$405,266
Administrative expenses (other) incurred2015-12-31$19,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-229,694
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$143,310,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$111,606,740
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$23,172,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,971,007
Net investment gain or loss from common/collective trusts2015-12-31$-26,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,645,145
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$8,530,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,071,198
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : CADENCE HEALTH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,932,036
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,291,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,277,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,535,944
Value of total assets at end of year2014-12-31$143,310,032
Value of total assets at beginning of year2014-12-31$134,669,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,460
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,596,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,596,037
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$8,530,898
Amount contributed by the employer to the plan for this plan year2014-12-31$8,530,898
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,046
Other income not declared elsewhere2014-12-31$26,922
Administrative expenses (other) incurred2014-12-31$13,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,640,810
Value of net assets at end of year (total assets less liabilities)2014-12-31$143,310,032
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$134,669,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$111,606,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$127,301,477
Value of interest in common/collective trusts at end of year2014-12-31$23,172,394
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,509,854
Net investment gain or loss from common/collective trusts2014-12-31$263,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,530,898
Employer contributions (assets) at end of year2014-12-31$8,530,898
Employer contributions (assets) at beginning of year2014-12-31$7,367,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,277,766
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : CADENCE HEALTH RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$25,424,379
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,287,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,308,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,605,080
Value of total assets at end of year2013-12-31$134,669,222
Value of total assets at beginning of year2013-12-31$115,532,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-21,643
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,145,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,145,547
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$7,367,745
Amount contributed by the employer to the plan for this plan year2013-12-31$7,367,745
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$237,335
Administrative expenses (other) incurred2013-12-31$-21,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,137,133
Value of net assets at end of year (total assets less liabilities)2013-12-31$134,669,222
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,532,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$127,301,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$109,734,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,673,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,367,745
Employer contributions (assets) at end of year2013-12-31$7,367,745
Employer contributions (assets) at beginning of year2013-12-31$5,797,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,308,889
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : CADENCE HEALTH RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$16,227,269
Total of all expenses incurred2012-12-31$6,741,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,707,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,881,865
Value of total assets at end of year2012-12-31$115,532,089
Value of total assets at beginning of year2012-12-31$106,045,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,495
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,808,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,808,069
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$5,797,819
Amount contributed by the employer to the plan for this plan year2012-12-31$5,797,819
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$84,046
Administrative expenses (other) incurred2012-12-31$33,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,486,188
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,532,089
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,045,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$109,734,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$98,763,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,537,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,797,819
Employer contributions (assets) at end of year2012-12-31$5,797,819
Employer contributions (assets) at beginning of year2012-12-31$7,281,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,707,586
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : CADENCE HEALTH RETIREMENT PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$1,334
Total income from all sources (including contributions)2011-12-31$6,463,298
Total of all expenses incurred2011-12-31$7,411,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,362,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,364,090
Value of total assets at end of year2011-12-31$106,045,901
Value of total assets at beginning of year2011-12-31$106,995,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,144
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,160,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,160,994
Administrative expenses professional fees incurred2011-12-31$49,144
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$7,281,975
Amount contributed by the employer to the plan for this plan year2011-12-31$7,281,975
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-948,150
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,045,901
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,995,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$98,763,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,194,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,061,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,281,975
Employer contributions (assets) at end of year2011-12-31$7,281,975
Employer contributions (assets) at beginning of year2011-12-31$8,801,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,362,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : CADENCE HEALTH RETIREMENT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$72,243
Total income from all sources (including contributions)2010-12-31$17,833,622
Total of all expenses incurred2010-12-31$6,770,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,758,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,865,102
Value of total assets at end of year2010-12-31$106,995,385
Value of total assets at beginning of year2010-12-31$96,004,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,949
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,883,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,883,811
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$8,801,366
Amount contributed by the employer to the plan for this plan year2010-12-31$8,801,366
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,736
Administrative expenses (other) incurred2010-12-31$11,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,063,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,995,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,004,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,194,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,521,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,084,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,801,366
Employer contributions (assets) at end of year2010-12-31$8,801,366
Employer contributions (assets) at beginning of year2010-12-31$9,482,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,758,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : CADENCE HEALTH RETIREMENT PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$9,482,362
Amount contributed by the employer to the plan for this plan year2009-12-31$9,482,362

Form 5500 Responses for CADENCE HEALTH RETIREMENT PLAN

2015: CADENCE HEALTH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CADENCE HEALTH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CADENCE HEALTH RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CADENCE HEALTH RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CADENCE HEALTH RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CADENCE HEALTH RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CADENCE HEALTH RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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