401k Plan data: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN plan

MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 401k Plan overview

Plan Name	MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN
Plan identification number	002

MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MERCY HEALTH SYSTEM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MERCY HEALTH SYSTEM CORPORATION

Employer identification number (EIN): 390816848

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 KATHY HARRIS
002 2015-01-01 KATHY HARRIS
002 2014-01-01 KATHY HARRIS
002 2013-01-01 KATHY HARRIS
002 2012-01-01 KATHY HARRIS
002 2011-01-01 KATHY HARRIS
002 2010-01-01 KATHY HARRIS
002 2009-01-01 KATHY HARRIS

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	KATHY HARRIS
002	2015-01-01	KATHY HARRIS
002	2014-01-01	KATHY HARRIS
002	2013-01-01	KATHY HARRIS
002	2012-01-01	KATHY HARRIS
002	2011-01-01	KATHY HARRIS
002	2010-01-01	KATHY HARRIS
002	2009-01-01	KATHY HARRIS

Plan Statistics for MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN

Measure Date Value
2016: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,257
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,816
Number of retired or separated participants receiving benefits 2016-01-01 20
Number of other retired or separated participants entitled to future benefits 2016-01-01 168
Total of all active and inactive participants 2016-01-01 4,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 4,007
Number of participants with account balances 2016-01-01 3,400
2015: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,161
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,031
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 226
Total of all active and inactive participants 2015-01-01 3,257
Total participants 2015-01-01 3,257
Number of participants with account balances 2015-01-01 3,257
2014: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,495
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,216
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 945
Total of all active and inactive participants 2014-01-01 3,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3,161
Number of participants with account balances 2014-01-01 3,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,271
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 224
Total of all active and inactive participants 2013-01-01 2,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,495
Number of participants with account balances 2013-01-01 2,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,029
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,968
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 165
Total of all active and inactive participants 2012-01-01 2,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,133
Number of participants with account balances 2012-01-01 2,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,323
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,818
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 211
Total of all active and inactive participants 2011-01-01 3,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3,029
Number of participants with account balances 2011-01-01 3,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,893
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,100
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 223
Total of all active and inactive participants 2010-01-01 2,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2,323
Number of participants with account balances 2010-01-01 2,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,058
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,757
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 136
Total of all active and inactive participants 2009-01-01 2,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,893
Number of participants with account balances 2009-01-01 2,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,257
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,816
Number of retired or separated participants receiving benefits	2016-01-01	20
Number of other retired or separated participants entitled to future benefits	2016-01-01	168
Total of all active and inactive participants	2016-01-01	4,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	4,007
Number of participants with account balances	2016-01-01	3,400
2015: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,161
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,031
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	226
Total of all active and inactive participants	2015-01-01	3,257
Total participants	2015-01-01	3,257
Number of participants with account balances	2015-01-01	3,257
2014: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,495
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,216
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	945
Total of all active and inactive participants	2014-01-01	3,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3,161
Number of participants with account balances	2014-01-01	3,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,271
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	224
Total of all active and inactive participants	2013-01-01	2,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,495
Number of participants with account balances	2013-01-01	2,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,029
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,968
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	165
Total of all active and inactive participants	2012-01-01	2,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,133
Number of participants with account balances	2012-01-01	2,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,323
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,818
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	211
Total of all active and inactive participants	2011-01-01	3,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3,029
Number of participants with account balances	2011-01-01	3,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,893
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,100
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	223
Total of all active and inactive participants	2010-01-01	2,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2,323
Number of participants with account balances	2010-01-01	2,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,058
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,757
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	136
Total of all active and inactive participants	2009-01-01	2,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,893
Number of participants with account balances	2009-01-01	2,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN

Measure	Date	Value
2016 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$32,071,234
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$14,060,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,006,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$17,753,620
Value of total assets at end of year	2016-12-31	$231,686,504
Value of total assets at beginning of year	2016-12-31	$213,675,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$53,724
Total interest from all sources	2016-12-31	$1,742,660
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,774,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$11,774,124
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$13,719,777
Participant contributions at end of year	2016-12-31	$2,402,751
Participant contributions at beginning of year	2016-12-31	$1,863,738
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,231,381
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,581,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$18,011,048
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$231,686,504
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$213,675,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$166,148,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$155,417,515
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,238,158
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,242,049
Interest on participant loans	2016-12-31	$98,888
Interest earned on other investments	2016-12-31	$1,643,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$59,444,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$52,342,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$673,787
Net investment gain/loss from pooled separate accounts	2016-12-31	$127,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,452,567
Employer contributions (assets) at end of year	2016-12-31	$2,452,567
Employer contributions (assets) at beginning of year	2016-12-31	$1,578,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,006,462
Contract administrator fees	2016-12-31	$53,724
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$21,130,193
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,557,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$11,499,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,885,996
Value of total assets at end of year	2015-12-31	$213,675,456
Value of total assets at beginning of year	2015-12-31	$204,102,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$58,276
Total interest from all sources	2015-12-31	$1,994,253
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$14,042,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$14,042,358
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$13,238,346
Participant contributions at end of year	2015-12-31	$1,863,738
Participant contributions at beginning of year	2015-12-31	$1,243,799
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,231,381
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,541,571
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,068,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$9,572,715
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$213,675,456
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$204,102,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$155,417,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$150,965,782
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,242,049
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,356,999
Interest on participant loans	2015-12-31	$65,975
Interest earned on other investments	2015-12-31	$1,928,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$52,342,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$46,723,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,805,873
Net investment gain/loss from pooled separate accounts	2015-12-31	$13,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,578,933
Employer contributions (assets) at end of year	2015-12-31	$1,578,551
Employer contributions (assets) at beginning of year	2015-12-31	$2,270,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$11,499,202
Contract administrator fees	2015-12-31	$58,276
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$30,000,880
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$14,963,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$14,912,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$16,644,057
Value of total assets at end of year	2014-12-31	$204,102,741
Value of total assets at beginning of year	2014-12-31	$189,064,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$51,096
Total interest from all sources	2014-12-31	$1,740,887
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$10,841,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$10,841,620
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$12,346,520
Participant contributions at end of year	2014-12-31	$1,243,799
Participant contributions at beginning of year	2014-12-31	$114,443
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,541,571
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,912,038
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,023,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$15,037,776
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$204,102,741
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$189,064,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$150,965,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$143,022,958
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,356,999
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,113,289
Interest on participant loans	2014-12-31	$28,347
Interest earned on other investments	2014-12-31	$1,712,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$46,723,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$41,498,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$630,493
Net investment gain/loss from pooled separate accounts	2014-12-31	$143,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,274,350
Employer contributions (assets) at end of year	2014-12-31	$2,270,601
Employer contributions (assets) at beginning of year	2014-12-31	$1,403,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$14,912,008
Contract administrator fees	2014-12-31	$51,096
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$45,525,302
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,375,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,375,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$14,780,158
Value of total assets at end of year	2013-12-31	$189,064,965
Value of total assets at beginning of year	2013-12-31	$151,915,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,153,881
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,090,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,090,142
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$11,902,106
Participant contributions at end of year	2013-12-31	$114,443
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,912,038
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,799,079
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,473,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$37,149,690
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$189,064,965
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$151,915,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$143,022,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,113,289
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$114,024,668
Interest on participant loans	2013-12-31	$338
Interest earned on other investments	2013-12-31	$1,153,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$41,498,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$34,069,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,565,025
Net investment gain/loss from pooled separate accounts	2013-12-31	$23,936,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,404,308
Employer contributions (assets) at end of year	2013-12-31	$1,403,647
Employer contributions (assets) at beginning of year	2013-12-31	$2,021,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,375,612
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WIPFLI LLP
Accountancy firm EIN	2013-12-31	390758449
2012 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$30,540,526
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,559,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,559,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$14,949,455
Value of total assets at end of year	2012-12-31	$151,915,275
Value of total assets at beginning of year	2012-12-31	$128,934,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$1,146,451
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$11,199,478
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$412,508
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,799,079
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,866,127
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,717,659
Other income not declared elsewhere	2012-12-31	$-890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$22,980,846
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$151,915,275
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$128,934,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$114,024,668
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$98,549,791
Interest earned on other investments	2012-12-31	$1,146,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$34,069,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$26,821,588
Net investment gain/loss from pooled separate accounts	2012-12-31	$14,445,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,032,318
Employer contributions (assets) at end of year	2012-12-31	$2,021,833
Employer contributions (assets) at beginning of year	2012-12-31	$1,284,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,559,680
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WIPFLI LLP
Accountancy firm EIN	2012-12-31	390758449
2011 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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	$11,320,060
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,914,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,914,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,996,923
Value of total assets at end of year	2011-12-31	$128,934,429
Value of total assets at beginning of year	2011-12-31	$122,528,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$925,133
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	$500,000
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	$10,774,183
Participant contributions at end of year	2011-12-31	$412,508
Participant contributions at beginning of year	2011-12-31	$380,572
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,866,127
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,726,086
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,942,213
Other income not declared elsewhere	2011-12-31	$4,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$6,406,047
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$128,934,429
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$122,528,382
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	$98,549,791
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$97,514,073
Interest earned on other investments	2011-12-31	$925,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$26,821,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$21,696,919
Net investment gain/loss from pooled separate accounts	2011-12-31	$-3,606,201
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	$1,280,527
Employer contributions (assets) at end of year	2011-12-31	$1,284,415
Employer contributions (assets) at beginning of year	2011-12-31	$1,210,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,914,013
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	WIPFLI LLP
Accountancy firm EIN	2011-12-31	390758449
2010 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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	$26,134,061
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,225,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,225,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$12,570,161
Value of total assets at end of year	2010-12-31	$122,528,382
Value of total assets at beginning of year	2010-12-31	$101,620,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$788,591
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	$500,000
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	$10,389,126
Participant contributions at end of year	2010-12-31	$380,572
Participant contributions at beginning of year	2010-12-31	$411,473
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,726,086
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,550,192
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$970,504
Other income not declared elsewhere	2010-12-31	$23,476
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	$20,908,094
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$122,528,382
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$101,620,288
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	$97,514,073
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$80,457,727
Interest earned on other investments	2010-12-31	$788,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$21,696,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$18,547,222
Net investment gain/loss from pooled separate accounts	2010-12-31	$12,751,833
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	$1,210,531
Employer contributions (assets) at end of year	2010-12-31	$1,210,732
Employer contributions (assets) at beginning of year	2010-12-31	$653,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,225,967
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	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449
2009 : MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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 MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN

2016: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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 benefit arrangement – Insurance	Yes
2010: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MERCY HEALTH SYSTEM EMPLOYEES MATCHED SAVINGS 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	259
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,522
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,381
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	3257
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $709,365
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $689,082
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	3161
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $21,974
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,974
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	3161
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $636,485
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $636,485
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	2495
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $514,132
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $511,949
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	2495
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $113,463
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $113,463
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	2133
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $569,846
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $566,963
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	3029
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $526,956
Total amount of fees paid to insurance company	USD $33,951
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	2984
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $458,580
Total amount of fees paid to insurance company	USD $21,834
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MERCY HEALTH SYSTEM CORPORATION
Employer identification number (EIN):	390816848
NAIC Classification:	622000
NAIC Description:	Hospitals