?>
Logo

CADENCE HEALTH MATCHED SAVINGS PLAN 401k Plan overview

Plan NameCADENCE HEALTH MATCHED SAVINGS PLAN
Plan identification number 005

CADENCE HEALTH MATCHED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.

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 MATCHED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052018-01-01BERNADETTE SZCZEPANSKI
0052017-01-01MICHAEL VIVODA
0052016-01-01MICHAEL WUKITSCH
0052015-01-01MICHAEL WUKITSCH
0052014-01-01MICHAEL WUKITSCH MICHAEL WUKITSCH2015-09-21
0052013-01-01MICHAEL WUKITSCH MICHAEL WUKITSCH2014-10-13
0052012-01-01SHAWN FITZGERALD
0052011-01-01SHAWN FITZGERALD
0052009-01-01ROSEMARIE FOREMAN RICHARD DAVIS2010-10-14

Plan Statistics for CADENCE HEALTH MATCHED SAVINGS PLAN

401k plan membership statisitcs for CADENCE HEALTH MATCHED SAVINGS PLAN

Measure Date Value
2018: CADENCE HEALTH MATCHED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,269
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: CADENCE HEALTH MATCHED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,606
Total number of active participants reported on line 7a of the Form 55002017-01-015,241
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-01996
Total of all active and inactive participants2017-01-016,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-016,269
Number of participants with account balances2017-01-016,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: CADENCE HEALTH MATCHED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,334
Total number of active participants reported on line 7a of the Form 55002016-01-015,647
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-011,025
Total of all active and inactive participants2016-01-016,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-016,697
Number of participants with account balances2016-01-016,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01115
2015: CADENCE HEALTH MATCHED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,479
Total number of active participants reported on line 7a of the Form 55002015-01-017,871
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01991
Total of all active and inactive participants2015-01-018,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-018,891
Number of participants with account balances2015-01-017,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0198
2014: CADENCE HEALTH MATCHED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,011
Total number of active participants reported on line 7a of the Form 55002014-01-017,537
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-01908
Total of all active and inactive participants2014-01-018,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-018,479
Number of participants with account balances2014-01-016,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0161
2013: CADENCE HEALTH MATCHED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,682
Total number of active participants reported on line 7a of the Form 55002013-01-017,098
Number of retired or separated participants receiving benefits2013-01-0123
Number of other retired or separated participants entitled to future benefits2013-01-01882
Total of all active and inactive participants2013-01-018,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-018,011
Number of participants with account balances2013-01-016,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: CADENCE HEALTH MATCHED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,307
Total number of active participants reported on line 7a of the Form 55002012-01-016,650
Number of retired or separated participants receiving benefits2012-01-0148
Number of other retired or separated participants entitled to future benefits2012-01-01834
Total of all active and inactive participants2012-01-017,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,539
Number of participants with account balances2012-01-015,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0199
2011: CADENCE HEALTH MATCHED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,051
Total number of active participants reported on line 7a of the Form 55002011-01-014,828
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01471
Total of all active and inactive participants2011-01-015,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-015,307
Number of participants with account balances2011-01-012,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2009: CADENCE HEALTH MATCHED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,009
Total number of active participants reported on line 7a of the Form 55002009-01-015,009
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-01463
Total of all active and inactive participants2009-01-015,483
Total participants2009-01-015,483
Number of participants with account balances2009-01-012,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on CADENCE HEALTH MATCHED SAVINGS PLAN

Measure Date Value
2018 : CADENCE HEALTH MATCHED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-05$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-05$0
Total income from all sources (including contributions)2018-10-05$11,431,001
Total loss/gain on sale of assets2018-10-05$0
Total of all expenses incurred2018-10-05$373,793,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-05$373,584,914
Expenses. Certain deemed distributions of participant loans2018-10-05$91,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-05$0
Value of total assets at end of year2018-10-05$0
Value of total assets at beginning of year2018-10-05$362,362,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-05$117,280
Total interest from all sources2018-10-05$83,183
Total dividends received (eg from common stock, registered investment company shares)2018-10-05$2,872,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-05No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-05$2,872,922
Administrative expenses professional fees incurred2018-10-05$36,481
Was this plan covered by a fidelity bond2018-10-05Yes
Value of fidelity bond cover2018-10-05$20,000,000
If this is an individual account plan, was there a blackout period2018-10-05No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-05$0
Were there any nonexempt tranactions with any party-in-interest2018-10-05No
Participant contributions at end of year2018-10-05$0
Participant contributions at beginning of year2018-10-05$3,477,630
Administrative expenses (other) incurred2018-10-05$80,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-05No
Value of net income/loss2018-10-05$-362,362,707
Value of net assets at end of year (total assets less liabilities)2018-10-05$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-05$362,362,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-05No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-05No
Were any leases to which the plan was party in default or uncollectible2018-10-05No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-05$358,885,077
Interest on participant loans2018-10-05$83,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-05$8,474,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-05No
Was there a failure to transmit to the plan any participant contributions2018-10-05No
Has the plan failed to provide any benefit when due under the plan2018-10-05No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-05$373,584,914
Did the plan have assets held for investment2018-10-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-05Yes
Opinion of an independent qualified public accountant for this plan2018-10-05Disclaimer
Accountancy firm name2018-10-05ERNST & YOUNG LLP
Accountancy firm EIN2018-10-05346565596
2017 : CADENCE HEALTH MATCHED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$56,125,375
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,704,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,494,514
Expenses. Certain deemed distributions of participant loans2017-12-31$144,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$362,362,707
Value of total assets at beginning of year2017-12-31$332,941,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,761
Total interest from all sources2017-12-31$204,320
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,582,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,582,252
Administrative expenses professional fees incurred2017-12-31$6,778
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$3,477,630
Participant contributions at beginning of year2017-12-31$5,853,253
Administrative expenses (other) incurred2017-12-31$58,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,421,083
Value of net assets at end of year (total assets less liabilities)2017-12-31$362,362,707
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$332,941,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$358,885,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$327,088,371
Interest on participant loans2017-12-31$204,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$43,338,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,494,514
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : CADENCE HEALTH MATCHED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$22,966,422
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,895,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,716,394
Expenses. Certain deemed distributions of participant loans2016-12-31$33,960
Value of total corrective distributions2016-12-31$24,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$157,639
Value of total assets at end of year2016-12-31$332,941,624
Value of total assets at beginning of year2016-12-31$345,870,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$120,970
Total interest from all sources2016-12-31$239,837
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,750,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,750,334
Administrative expenses professional fees incurred2016-12-31$2,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$24,062
Participant contributions at end of year2016-12-31$5,853,253
Participant contributions at beginning of year2016-12-31$5,666,004
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,577
Administrative expenses (other) incurred2016-12-31$75,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-12,928,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$332,941,624
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$345,870,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$327,088,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$340,204,584
Interest on participant loans2016-12-31$239,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,818,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,716,394
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : CADENCE HEALTH MATCHED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$45,259,451
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,102,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,013,698
Expenses. Certain deemed distributions of participant loans2015-12-31$34,018
Value of total corrective distributions2015-12-31$4,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$46,413,637
Value of total assets at end of year2015-12-31$345,870,588
Value of total assets at beginning of year2015-12-31$325,713,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,385
Total interest from all sources2015-12-31$221,064
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,562,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,562,268
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$31,793,483
Participant contributions at end of year2015-12-31$5,666,004
Participant contributions at beginning of year2015-12-31$4,887,133
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,118,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$232,925
Administrative expenses (other) incurred2015-12-31$50,385
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$20,157,248
Value of net assets at end of year (total assets less liabilities)2015-12-31$345,870,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$325,713,340
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$340,204,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$320,593,282
Interest on participant loans2015-12-31$221,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,937,518
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$9,501,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,013,698
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
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 & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : CADENCE HEALTH MATCHED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,611
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$58,337,933
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,549,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,487,432
Expenses. Certain deemed distributions of participant loans2014-12-31$36,356
Value of total corrective distributions2014-12-31$8,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,774,167
Value of total assets at end of year2014-12-31$325,713,340
Value of total assets at beginning of year2014-12-31$285,923,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,427
Total interest from all sources2014-12-31$196,527
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,392,841
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$9,392,841
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,682,853
Participant contributions at end of year2014-12-31$4,887,133
Participant contributions at beginning of year2014-12-31$4,882,525
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,834,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$232,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$37,862
Administrative expenses (other) incurred2014-12-31$17,427
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$39,788,400
Value of net assets at end of year (total assets less liabilities)2014-12-31$325,713,340
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$285,923,329
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$320,593,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$281,040,804
Interest on participant loans2014-12-31$196,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,936,536
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$8,256,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,487,432
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 MATCHED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$122,303
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$80,560,033
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,405,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,431,216
Expenses. Certain deemed distributions of participant loans2013-12-31$2,484
Value of total corrective distributions2013-12-31$2,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,195,386
Value of total assets at end of year2013-12-31$285,923,329
Value of total assets at beginning of year2013-12-31$220,646,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-31,276
Total interest from all sources2013-12-31$175,918
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,315,761
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$5,315,761
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$23,848,795
Participant contributions at end of year2013-12-31$4,882,525
Participant contributions at beginning of year2013-12-31$3,878,397
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,883,169
Administrative expenses (other) incurred2013-12-31$-31,276
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$65,154,772
Value of net assets at end of year (total assets less liabilities)2013-12-31$285,923,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$220,646,254
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$281,040,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$216,767,857
Interest on participant loans2013-12-31$175,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,872,968
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$6,463,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,431,216
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 EIN2013-12-31135595207
2012 : CADENCE HEALTH MATCHED SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$57,407,812
Total income from all sources (including contributions)2012-12-31$46,891,284
Total of all expenses incurred2012-12-31$15,728,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,611,642
Expenses. Certain deemed distributions of participant loans2012-12-31$12,130
Value of total corrective distributions2012-12-31$12,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,316,553
Value of total assets at end of year2012-12-31$220,646,254
Value of total assets at beginning of year2012-12-31$132,075,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,918
Total interest from all sources2012-12-31$136,283
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,420,723
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$5,420,723
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,040,378
Participant contributions at end of year2012-12-31$3,878,397
Participant contributions at beginning of year2012-12-31$2,562,482
Participant contributions at beginning of year2012-12-31$310,083
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,034,617
Administrative expenses (other) incurred2012-12-31$91,918
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$31,163,119
Value of net assets at end of year (total assets less liabilities)2012-12-31$220,646,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$132,075,323
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$216,767,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$128,547,817
Interest on participant loans2012-12-31$136,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,017,725
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$5,241,558
Employer contributions (assets) at beginning of year2012-12-31$654,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,611,642
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 MATCHED SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$1,334
Total income from all sources (including contributions)2011-12-31$16,635,936
Total of all expenses incurred2011-12-31$9,483,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,341,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,422,718
Value of total assets at end of year2011-12-31$132,075,323
Value of total assets at beginning of year2011-12-31$124,921,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$141,625
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,652,521
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$4,652,521
Administrative expenses professional fees incurred2011-12-31$141,625
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,473,899
Participant contributions at end of year2011-12-31$2,562,482
Participant contributions at beginning of year2011-12-31$2,030,510
Participant contributions at end of year2011-12-31$310,083
Participant contributions at beginning of year2011-12-31$224,952
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$746,584
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$7,152,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$132,075,323
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,921,213
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$128,547,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$121,883,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,439,303
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$3,202,235
Employer contributions (assets) at end of year2011-12-31$654,941
Employer contributions (assets) at beginning of year2011-12-31$781,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,341,535
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 MATCHED SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$72,243
Total income from all sources (including contributions)2010-12-31$30,440,993
Total of all expenses incurred2010-12-31$7,097,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,019,890
Value of total corrective distributions2010-12-31$3,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,454,938
Value of total assets at end of year2010-12-31$124,921,213
Value of total assets at beginning of year2010-12-31$101,505,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$73,577
Total interest from all sources2010-12-31$94,499
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,274,341
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$2,274,341
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,291,266
Participant contributions at end of year2010-12-31$2,030,510
Participant contributions at beginning of year2010-12-31$1,694,738
Participant contributions at end of year2010-12-31$224,952
Participant contributions at beginning of year2010-12-31$574,587
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$949,552
Administrative expenses (other) incurred2010-12-31$73,577
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$23,343,793
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,921,213
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,505,177
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$121,883,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$98,563,216
Interest on participant loans2010-12-31$94,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,617,215
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$3,214,120
Employer contributions (assets) at end of year2010-12-31$781,843
Employer contributions (assets) at beginning of year2010-12-31$672,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,019,890
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

Form 5500 Responses for CADENCE HEALTH MATCHED SAVINGS PLAN

2018: CADENCE HEALTH MATCHED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CADENCE HEALTH MATCHED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CADENCE HEALTH MATCHED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CADENCE HEALTH MATCHED SAVINGS 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 filingNo
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 MATCHED SAVINGS 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 MATCHED SAVINGS 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 MATCHED SAVINGS 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 MATCHED SAVINGS 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
2009: CADENCE HEALTH MATCHED SAVINGS 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3