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ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN
Plan identification number 001

ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. LUKE'S METHODIST HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKE'S METHODIST HOSPITAL
Employer identification number (EIN):420504780
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ST. LUKE'S METHODIST HOSPITAL

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1903-07-24
Company Identification Number: 062788
Legal Registered Office Address: 1026 A AVE NE

CEDAR RAPIDS
United States of America (USA)
52402

More information about ST. LUKE'S METHODIST HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL HEINRICH, SR VP FINANCECFO2019-10-15
0012018-01-01MICHAEL HEINRICH, SR VP FINANCECFO2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MILTON E. AUNAN II, VPCFO
0012011-01-01MILTON E. AUNAN II, VPCFO
0012010-01-01MILTON E. AUNAN II, VPCFO
0012009-01-01MILTON E. AUNAN II, VPCFO

Plan Statistics for ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN

Measure Date Value
2022: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31158,977,179
Acturial value of plan assets2022-12-31161,467,696
Funding target for retired participants and beneficiaries receiving payment2022-12-3173,907,082
Number of terminated vested participants2022-12-31367
Fundng target for terminated vested participants2022-12-3116,460,622
Active participant vested funding target2022-12-3124,932,224
Number of active participants2022-12-31479
Total funding liabilities for active participants2022-12-3124,932,224
Total participant count2022-12-311,821
Total funding target for all participants2022-12-31115,299,928
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,875,553
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,875,553
Present value of excess contributions2022-12-314,701,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-314,960,361
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,930,973
Total employer contributions2022-12-311,668,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,597,473
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31307,624
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,597,473
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,808
Total number of active participants reported on line 7a of the Form 55002022-01-01418
Number of retired or separated participants receiving benefits2022-01-01949
Number of other retired or separated participants entitled to future benefits2022-01-01317
Total of all active and inactive participants2022-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0197
Total participants2022-01-011,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31159,533,917
Acturial value of plan assets2021-12-31150,124,231
Funding target for retired participants and beneficiaries receiving payment2021-12-3171,149,341
Number of terminated vested participants2021-12-31406
Fundng target for terminated vested participants2021-12-3117,910,642
Active participant vested funding target2021-12-3127,553,075
Number of active participants2021-12-31514
Total funding liabilities for active participants2021-12-3127,553,075
Total participant count2021-12-311,874
Total funding target for all participants2021-12-31116,613,058
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,494,007
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,494,007
Present value of excess contributions2021-12-314,709,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,959,287
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,875,553
Total employer contributions2021-12-315,004,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,701,318
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31200,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-314,701,318
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Waived amount of outstanding balance2021-12-310
Total participants, beginning-of-year2021-01-011,862
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-01913
Number of other retired or separated participants entitled to future benefits2021-01-01320
Total of all active and inactive participants2021-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0196
Total participants2021-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31146,334,792
Acturial value of plan assets2020-12-31141,256,237
Funding target for retired participants and beneficiaries receiving payment2020-12-3171,534,663
Number of terminated vested participants2020-12-31415
Fundng target for terminated vested participants2020-12-3118,321,489
Active participant vested funding target2020-12-3129,105,549
Number of active participants2020-12-31539
Total funding liabilities for active participants2020-12-3129,221,715
Total participant count2020-12-311,880
Total funding target for all participants2020-12-31119,077,867
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,969,832
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,969,832
Present value of excess contributions2020-12-314,698,881
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,955,440
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,494,007
Total employer contributions2020-12-315,004,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,709,674
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31200,000
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,709,674
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,868
Total number of active participants reported on line 7a of the Form 55002020-01-01514
Number of retired or separated participants receiving benefits2020-01-01903
Number of other retired or separated participants entitled to future benefits2020-01-01353
Total of all active and inactive participants2020-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0192
Total participants2020-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31126,669,968
Acturial value of plan assets2019-12-31133,377,266
Funding target for retired participants and beneficiaries receiving payment2019-12-3167,013,983
Number of terminated vested participants2019-12-31436
Fundng target for terminated vested participants2019-12-3118,650,603
Active participant vested funding target2019-12-3131,262,529
Number of active participants2019-12-31565
Total funding liabilities for active participants2019-12-3131,262,529
Total participant count2019-12-311,892
Total funding target for all participants2019-12-31116,927,115
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,086,181
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,086,181
Present value of excess contributions2019-12-315,100,999
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,388,695
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,969,832
Total employer contributions2019-12-315,004,000
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,698,881
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31200,000
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-314,698,881
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,903
Total number of active participants reported on line 7a of the Form 55002019-01-01539
Number of retired or separated participants receiving benefits2019-01-01874
Number of other retired or separated participants entitled to future benefits2019-01-01406
Total of all active and inactive participants2019-01-011,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0149
Total participants2019-01-011,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31132,741,540
Acturial value of plan assets2018-12-31127,861,923
Funding target for retired participants and beneficiaries receiving payment2018-12-3162,071,783
Number of terminated vested participants2018-12-31440
Fundng target for terminated vested participants2018-12-3114,432,754
Active participant vested funding target2018-12-3130,481,634
Number of active participants2018-12-31616
Total funding liabilities for active participants2018-12-3130,481,634
Total participant count2018-12-311,925
Total funding target for all participants2018-12-31106,986,171
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,780,093
Amount remaining of prefunding balance2018-12-312,780,093
Present value of excess contributions2018-12-314,306,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,558,328
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,086,181
Total employer contributions2018-12-315,421,000
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,100,999
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31200,000
Contributions allocatedtoward minimum required contributions for current year2018-12-315,100,999
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-011,926
Total number of active participants reported on line 7a of the Form 55002018-01-01565
Number of retired or separated participants receiving benefits2018-01-01855
Number of other retired or separated participants entitled to future benefits2018-01-01441
Total of all active and inactive participants2018-01-011,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0142
Total participants2018-01-011,903
2017: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31121,442,499
Acturial value of plan assets2017-12-31122,354,803
Funding target for retired participants and beneficiaries receiving payment2017-12-3158,144,123
Number of terminated vested participants2017-12-31432
Fundng target for terminated vested participants2017-12-3113,804,025
Active participant vested funding target2017-12-3132,338,726
Number of active participants2017-12-31669
Total funding liabilities for active participants2017-12-3132,419,140
Total participant count2017-12-311,943
Total funding target for all participants2017-12-31104,367,288
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,559,467
Amount remaining of prefunding balance2017-12-312,559,467
Present value of excess contributions2017-12-314,264,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314,264,801
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,780,093
Total employer contributions2017-12-314,587,000
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,306,403
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31200,000
Contributions allocatedtoward minimum required contributions for current year2017-12-314,306,403
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-011,943
Total number of active participants reported on line 7a of the Form 55002017-01-01616
Number of retired or separated participants receiving benefits2017-01-01831
Number of other retired or separated participants entitled to future benefits2017-01-01439
Total of all active and inactive participants2017-01-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0140
Total participants2017-01-011,926
2016: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31113,252,193
Acturial value of plan assets2016-12-31116,235,600
Funding target for retired participants and beneficiaries receiving payment2016-12-3153,869,668
Number of terminated vested participants2016-12-31434
Fundng target for terminated vested participants2016-12-3114,509,981
Active participant vested funding target2016-12-3133,218,238
Number of active participants2016-12-31720
Total funding liabilities for active participants2016-12-3133,232,425
Total participant count2016-12-311,968
Total funding target for all participants2016-12-31101,612,074
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,600,820
Amount remaining of prefunding balance2016-12-312,600,820
Present value of excess contributions2016-12-315,040,432
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,040,432
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,559,467
Total employer contributions2016-12-314,587,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,264,801
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31200,000
Contributions allocatedtoward minimum required contributions for current year2016-12-314,264,801
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-011,968
Total number of active participants reported on line 7a of the Form 55002016-01-01669
Number of retired or separated participants receiving benefits2016-01-01812
Number of other retired or separated participants entitled to future benefits2016-01-01391
Total of all active and inactive participants2016-01-011,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0171
Total participants2016-01-011,943
2015: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,989
Total number of active participants reported on line 7a of the Form 55002015-01-01720
Number of retired or separated participants receiving benefits2015-01-01780
Number of other retired or separated participants entitled to future benefits2015-01-01392
Total of all active and inactive participants2015-01-011,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0176
Total participants2015-01-011,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,493
Total number of active participants reported on line 7a of the Form 55002014-01-01757
Number of retired or separated participants receiving benefits2014-01-01755
Number of other retired or separated participants entitled to future benefits2014-01-01404
Total of all active and inactive participants2014-01-011,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0173
Total participants2014-01-011,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,520
Total number of active participants reported on line 7a of the Form 55002013-01-01794
Number of retired or separated participants receiving benefits2013-01-01722
Number of other retired or separated participants entitled to future benefits2013-01-01912
Total of all active and inactive participants2013-01-012,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0165
Total participants2013-01-012,493
2012: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,544
Total number of active participants reported on line 7a of the Form 55002012-01-01834
Number of retired or separated participants receiving benefits2012-01-01669
Number of other retired or separated participants entitled to future benefits2012-01-01985
Total of all active and inactive participants2012-01-012,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0132
Total participants2012-01-012,520
2011: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,565
Total number of active participants reported on line 7a of the Form 55002011-01-01886
Number of retired or separated participants receiving benefits2011-01-01624
Number of other retired or separated participants entitled to future benefits2011-01-011,006
Total of all active and inactive participants2011-01-012,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-012,544
2010: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,628
Total number of active participants reported on line 7a of the Form 55002010-01-01897
Number of retired or separated participants receiving benefits2010-01-01612
Number of other retired or separated participants entitled to future benefits2010-01-011,050
Total of all active and inactive participants2010-01-012,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-012,565
2009: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,623
Total number of active participants reported on line 7a of the Form 55002009-01-01939
Number of retired or separated participants receiving benefits2009-01-01581
Number of other retired or separated participants entitled to future benefits2009-01-011,069
Total of all active and inactive participants2009-01-012,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-012,628

Financial Data on ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN

Measure Date Value
2022 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,724,158
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,040,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,825,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,668,000
Value of total assets at end of year2022-12-31$124,270,785
Value of total assets at beginning of year2022-12-31$159,035,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$215,799
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$215,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,765,136
Value of net assets at end of year (total assets less liabilities)2022-12-31$124,270,785
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,035,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$124,270,785
Value of interest in master investment trust accounts at beginning of year2022-12-31$155,699,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,668,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,825,179
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,120,440
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,675,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,460,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,004,000
Value of total assets at end of year2021-12-31$159,035,921
Value of total assets at beginning of year2021-12-31$159,590,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,832
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$214,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-554,891
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,035,921
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$159,590,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$155,699,921
Value of interest in master investment trust accounts at beginning of year2021-12-31$156,254,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,004,000
Employer contributions (assets) at end of year2021-12-31$3,336,000
Employer contributions (assets) at beginning of year2021-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,460,499
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,471,871
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,279,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,124,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,004,000
Value of total assets at end of year2020-12-31$159,590,812
Value of total assets at beginning of year2020-12-31$146,398,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,044
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$155,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,192,009
Value of net assets at end of year (total assets less liabilities)2020-12-31$159,590,812
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$146,398,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$156,254,812
Value of interest in master investment trust accounts at beginning of year2020-12-31$143,062,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,004,000
Employer contributions (assets) at end of year2020-12-31$3,336,000
Employer contributions (assets) at beginning of year2020-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,124,818
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,612,846
Total income from all sources (including contributions)2019-12-31$26,612,846
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,942,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,942,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,942,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,004,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,004,000
Value of total assets at end of year2019-12-31$146,398,803
Value of total assets at end of year2019-12-31$146,398,803
Value of total assets at beginning of year2019-12-31$126,728,812
Value of total assets at beginning of year2019-12-31$126,728,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,669,991
Value of net income/loss2019-12-31$19,669,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,398,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,398,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,728,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,728,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$143,062,803
Value of interest in master investment trust accounts at end of year2019-12-31$143,062,803
Value of interest in master investment trust accounts at beginning of year2019-12-31$123,392,812
Value of interest in master investment trust accounts at beginning of year2019-12-31$123,392,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,004,000
Contributions received in cash from employer2019-12-31$5,004,000
Employer contributions (assets) at end of year2019-12-31$3,336,000
Employer contributions (assets) at end of year2019-12-31$3,336,000
Employer contributions (assets) at beginning of year2019-12-31$3,336,000
Employer contributions (assets) at beginning of year2019-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,942,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,942,855
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$14,943
Total of all expenses incurred2018-12-31$6,603,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,603,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,421,000
Value of total assets at end of year2018-12-31$126,728,812
Value of total assets at beginning of year2018-12-31$133,316,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,588,122
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,728,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$133,316,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$123,392,812
Value of interest in master investment trust accounts at beginning of year2018-12-31$130,397,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,421,000
Employer contributions (assets) at end of year2018-12-31$3,336,000
Employer contributions (assets) at beginning of year2018-12-31$2,919,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,603,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$18,049,325
Total of all expenses incurred2017-12-31$6,249,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,249,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,587,000
Value of total assets at end of year2017-12-31$133,316,934
Value of total assets at beginning of year2017-12-31$121,517,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,799,492
Value of net assets at end of year (total assets less liabilities)2017-12-31$133,316,934
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$121,517,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$130,397,934
Value of interest in master investment trust accounts at beginning of year2017-12-31$118,181,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,587,000
Employer contributions (assets) at end of year2017-12-31$2,919,000
Employer contributions (assets) at beginning of year2017-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,249,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$14,003,073
Total of all expenses incurred2016-12-31$5,817,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,817,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,587,000
Value of total assets at end of year2016-12-31$121,517,442
Value of total assets at beginning of year2016-12-31$113,332,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,185,416
Value of net assets at end of year (total assets less liabilities)2016-12-31$121,517,442
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,332,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$118,181,442
Value of interest in master investment trust accounts at beginning of year2016-12-31$109,579,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,587,000
Employer contributions (assets) at end of year2016-12-31$3,336,000
Employer contributions (assets) at beginning of year2016-12-31$3,753,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,817,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,645,975
Total of all expenses incurred2015-12-31$5,532,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,532,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,421,000
Value of total assets at end of year2015-12-31$113,332,026
Value of total assets at beginning of year2015-12-31$115,218,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,886,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,332,026
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,218,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$109,579,026
Value of interest in master investment trust accounts at beginning of year2015-12-31$111,882,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,421,000
Employer contributions (assets) at end of year2015-12-31$3,753,000
Employer contributions (assets) at beginning of year2015-12-31$3,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,532,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$19,189,382
Total of all expenses incurred2014-12-31$16,593,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,593,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,004,000
Value of total assets at end of year2014-12-31$111,882,584
Value of total assets at beginning of year2014-12-31$109,287,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,595,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$111,882,584
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$109,287,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$111,882,584
Value of interest in master investment trust accounts at beginning of year2014-12-31$109,287,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,004,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,593,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,863,497
Total of all expenses incurred2013-12-31$4,726,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,726,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,000,000
Value of total assets at end of year2013-12-31$109,287,075
Value of total assets at beginning of year2013-12-31$105,150,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,136,797
Value of net assets at end of year (total assets less liabilities)2013-12-31$109,287,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$105,150,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$109,287,075
Value of interest in master investment trust accounts at beginning of year2013-12-31$105,150,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,726,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$15,155,050
Total of all expenses incurred2012-12-31$4,322,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,286,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,894,200
Value of total assets at end of year2012-12-31$105,150,278
Value of total assets at beginning of year2012-12-31$94,317,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$2,712
Administrative expenses (other) incurred2012-12-31$35,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,832,501
Value of net assets at end of year (total assets less liabilities)2012-12-31$105,150,278
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,317,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,340,580
Value of interest in master investment trust accounts at end of year2012-12-31$105,150,278
Value of interest in master investment trust accounts at beginning of year2012-12-31$92,977,197
Net investment gain/loss from pooled separate accounts2012-12-31$182,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,894,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,286,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,860,065
Total of all expenses incurred2011-12-31$3,956,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,956,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,131,172
Value of total assets at end of year2011-12-31$94,317,777
Value of total assets at beginning of year2011-12-31$90,413,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$4,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,903,815
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,317,777
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,413,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,340,580
Value of interest in pooled separate accounts at beginning of year2011-12-31$326,147
Value of interest in master investment trust accounts at end of year2011-12-31$92,977,197
Value of interest in master investment trust accounts at beginning of year2011-12-31$89,278,355
Net investment gain/loss from pooled separate accounts2011-12-31$26,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,131,172
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$809,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,956,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$14,974,087
Total of all expenses incurred2010-12-31$3,668,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,668,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,442,460
Value of total assets at end of year2010-12-31$90,413,962
Value of total assets at beginning of year2010-12-31$79,107,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$4,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,305,980
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,413,962
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,107,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$326,147
Value of interest in pooled separate accounts at beginning of year2010-12-31$656,772
Value of interest in master investment trust accounts at end of year2010-12-31$89,278,355
Value of interest in master investment trust accounts at beginning of year2010-12-31$78,451,210
Net investment gain/loss from pooled separate accounts2010-12-31$-5,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,442,460
Employer contributions (assets) at end of year2010-12-31$809,460
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,668,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN

2022: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06174
Policy instance 1
Insurance contract or identification number7-06174
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-09-11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06174
Policy instance 1
Insurance contract or identification number7-06174
Number of Individuals Covered2544
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06174
Policy instance 1
Insurance contract or identification number7-06174
Number of Individuals Covered2565
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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