401k Plan data: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN plan

ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 401k Plan overview

Plan Name	ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN
Plan identification number	001

ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST VINCENT HEART CENTER OF INDIANA has sponsored the creation of one or more 401k plans.

Company Name: ST VINCENT HEART CENTER OF INDIANA

Employer identification number (EIN): 364492612

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 BECKY JACOBSON
001 2011-01-01 BECKY JACOBSON
001 2009-01-01 BECKY JACOBSON BECKY JACOBSON 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	BECKY JACOBSON
001	2011-01-01	BECKY JACOBSON
001	2009-01-01	BECKY JACOBSON	BECKY JACOBSON	2010-07-22

Plan Statistics for ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN

401k plan membership statisitcs for ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN

Measure Date Value
2012: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 592
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 18
2011: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 583
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 494
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 90
Total of all active and inactive participants 2011-01-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 585
Number of participants with account balances 2011-01-01 568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 28
2009: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 533
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 59
Total of all active and inactive participants 2009-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 592
Number of participants with account balances 2009-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 32

Measure	Date	Value
2012: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	592
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	18
2011: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	583
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	494
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	90
Total of all active and inactive participants	2011-01-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	585
Number of participants with account balances	2011-01-01	568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	28
2009: ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	533
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	59
Total of all active and inactive participants	2009-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	592
Number of participants with account balances	2009-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	32

Financial Data on ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN

Measure	Date	Value
2012 : ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total transfer of assets from this plan	2012-09-30	$25,220,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$4,726,605
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$1,665,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$1,626,721
Expenses. Certain deemed distributions of participant loans	2012-09-30	$7,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$2,410,117
Value of total assets at end of year	2012-09-30	$0
Value of total assets at beginning of year	2012-09-30	$22,159,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$31,198
Total interest from all sources	2012-09-30	$166,828
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-09-30	$0
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$20,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$1,199,426
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$1,232,684
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$48,586
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$92,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$3,060,865
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$22,159,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in pooled separate accounts at end of year	2012-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2012-09-30	$16,039,636
Interest on participant loans	2012-09-30	$29,124
Interest earned on other investments	2012-09-30	$137,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-30	$4,785,222
Net investment gain/loss from pooled separate accounts	2012-09-30	$2,149,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$1,118,480
Employer contributions (assets) at end of year	2012-09-30	$0
Employer contributions (assets) at beginning of year	2012-09-30	$53,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$1,626,721
Contract administrator fees	2012-09-30	$31,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-09-30	Yes
Did the plan have assets held for investment	2012-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	BRADLEY AND ASSOCIATES INC.
Accountancy firm EIN	2012-09-30	351719602
2011 : ST. VINCENT HEART CENTER OF INDIANA 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	$2,827,311
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,462,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,423,214
Expenses. Certain deemed distributions of participant loans	2011-12-31	$7,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,983,876
Value of total assets at end of year	2011-12-31	$22,159,335
Value of total assets at beginning of year	2011-12-31	$20,794,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,888
Total interest from all sources	2011-12-31	$188,452
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,459,995
Participant contributions at end of year	2011-12-31	$1,232,684
Participant contributions at beginning of year	2011-12-31	$981,504
Participant contributions at end of year	2011-12-31	$48,586
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$77,606
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	$1,365,049
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,159,335
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,794,286
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 pooled separate accounts at end of year	2011-12-31	$16,039,636
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$16,007,204
Interest on participant loans	2011-12-31	$32,098
Interest earned on other investments	2011-12-31	$156,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,785,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,805,578
Net investment gain/loss from pooled separate accounts	2011-12-31	$-345,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,446,275
Employer contributions (assets) at end of year	2011-12-31	$53,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,423,214
Contract administrator fees	2011-12-31	$31,888
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	BRADLEY AND ASSOCIATES INC.
Accountancy firm EIN	2011-12-31	351719602
2010 : ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,704,439
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,099,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,070,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,219,231
Value of total assets at end of year	2010-12-31	$20,794,286
Value of total assets at beginning of year	2010-12-31	$16,189,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$29,264
Total interest from all sources	2010-12-31	$154,557
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,489,189
Participant contributions at end of year	2010-12-31	$981,504
Participant contributions at beginning of year	2010-12-31	$542,304
Participant contributions at beginning of year	2010-12-31	$50,783
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$265,698
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	$4,604,536
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,794,286
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,189,750
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 pooled separate accounts at end of year	2010-12-31	$16,007,204
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$12,318,283
Interest on participant loans	2010-12-31	$26,192
Interest earned on other investments	2010-12-31	$128,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,805,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,225,484
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,330,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,464,344
Employer contributions (assets) at beginning of year	2010-12-31	$52,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,070,639
Contract administrator fees	2010-12-31	$29,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	BRADLEY AND ASSOCIATES INC
Accountancy firm EIN	2010-12-31	351719602
2009 : ST. VINCENT HEART CENTER OF INDIANA 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 ST. VINCENT HEART CENTER OF INDIANA RETIREMENT PLAN

2012: ST. VINCENT HEART CENTER OF INDIANA 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: ST. VINCENT HEART CENTER OF INDIANA 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: ST. VINCENT HEART CENTER OF INDIANA 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:	ST VINCENT HEART CENTER OF INDIANA
Employer identification number (EIN):	364492612
NAIC Classification:	622000
NAIC Description:	Hospitals