401k Plan data: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN plan

LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN
Plan identification number	002

LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT 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.

401k Sponsoring company profile

LOYOLA UNIVERSITY PHYSICIAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION

Employer identification number (EIN): 363999801

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 TERRY R. LIGHT, MD
002 2011-01-01 TERRY R. LIGHT, MD
002 2009-01-01 CHARLES REITER

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	TERRY R. LIGHT, MD
002	2011-01-01	TERRY R. LIGHT, MD
002	2009-01-01	CHARLES REITER

Plan Statistics for LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN

Measure Date Value
2012: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 865
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 887
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 865
Total of all active and inactive participants 2011-01-01 865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 865
Number of participants with account balances 2011-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 930
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 900
Total of all active and inactive participants 2009-01-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 901
Number of participants with account balances 2009-01-01 834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	865
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	887
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	865
Total of all active and inactive participants	2011-01-01	865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	865
Number of participants with account balances	2011-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	930
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	900
Total of all active and inactive participants	2009-01-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	901
Number of participants with account balances	2009-01-01	834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN

Measure	Date	Value
2012 : LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-23	$0
Total transfer of assets from this plan	2012-03-23	$55,235,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-23	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-23	$0
Total income from all sources (including contributions)	2012-03-23	$3,858,261
Total loss/gain on sale of assets	2012-03-23	$0
Total of all expenses incurred	2012-03-23	$174,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-23	$173,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-23	$10,315
Value of total assets at end of year	2012-03-23	$0
Value of total assets at beginning of year	2012-03-23	$51,551,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-23	$599
Total interest from all sources	2012-03-23	$128,339
Total dividends received (eg from common stock, registered investment company shares)	2012-03-23	$6,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-23	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-03-23	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-23	$6,350
Was this plan covered by a fidelity bond	2012-03-23	Yes
Value of fidelity bond cover	2012-03-23	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-23	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-23	No
Participant contributions at end of year	2012-03-23	$0
Participant contributions at beginning of year	2012-03-23	$26,192
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-23	$10,315
Administrative expenses (other) incurred	2012-03-23	$599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-23	No
Value of net income/loss	2012-03-23	$3,683,912
Value of net assets at end of year (total assets less liabilities)	2012-03-23	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-03-23	$51,551,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-23	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-23	No
Were any leases to which the plan was party in default or uncollectible	2012-03-23	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-23	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-23	$36,082,643
Value of interest in pooled separate accounts at end of year	2012-03-23	$0
Value of interest in pooled separate accounts at beginning of year	2012-03-23	$1,026,172
Interest on participant loans	2012-03-23	$403
Interest earned on other investments	2012-03-23	$127,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-23	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-23	$263,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-23	$263,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-23	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-23	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-23	$14,152,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-23	$3,684,567
Net investment gain/loss from pooled separate accounts	2012-03-23	$28,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-23	No
Was there a failure to transmit to the plan any participant contributions	2012-03-23	No
Has the plan failed to provide any benefit when due under the plan	2012-03-23	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-23	$173,750
Did the plan have assets held for investment	2012-03-23	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	2012-03-23	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-23	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-23	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-23	Disclaimer
Accountancy firm name	2012-03-23	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2012-03-23	320044359
2011 : LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-48,851
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,179,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,178,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$51,551,530
Value of total assets at beginning of year	2011-12-31	$53,780,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,411
Total interest from all sources	2011-12-31	$566,590
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$186,701
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$186,701
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$26,192
Participant contributions at beginning of year	2011-12-31	$702
Administrative expenses (other) incurred	2011-12-31	$1,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,228,574
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$51,551,530
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$53,780,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$36,082,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$38,687,742
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,026,172
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,016,178
Interest on participant loans	2011-12-31	$442
Interest earned on other investments	2011-12-31	$563,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$263,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$358,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$358,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$14,152,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$13,716,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-924,124
Net investment gain/loss from pooled separate accounts	2011-12-31	$121,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,178,312
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2011-12-31	320044359
2010 : LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$5,176,777
Total of all expenses incurred	2010-12-31	$1,656,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,655,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$48,167
Value of total assets at end of year	2010-12-31	$53,780,104
Value of total assets at beginning of year	2010-12-31	$50,259,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,359
Total interest from all sources	2010-12-31	$521,170
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$125,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$125,656
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$702
Participant contributions at beginning of year	2010-12-31	$1,824
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$48,167
Administrative expenses (other) incurred	2010-12-31	$1,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,520,228
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$53,780,104
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$50,259,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$38,687,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$35,945,952
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,016,178
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$924,314
Interest on participant loans	2010-12-31	$115
Interest earned on other investments	2010-12-31	$520,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$358,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$236,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$236,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$13,716,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$13,151,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,361,245
Net investment gain/loss from pooled separate accounts	2010-12-31	$120,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,655,190
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2010-12-31	320043599
2009 : LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN

2012: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2011: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOYOLA UNIVERSITY PHYSICIAN FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOYOLA UNIVERSITY PHYSICIAN FOUNDATION
Employer identification number (EIN):	363999801
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)