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RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 401k Plan overview

Plan NameRETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM
Plan identification number 001

RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:MERCY HEALTH
Employer identification number (EIN):431423050
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MERCY HEALTH

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 811013495

More information about MERCY HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01PHILIP WHEELER
0012012-01-01PHILIP WHEELER
0012011-01-01PHILIP WHEELER
0012009-01-01CHARLES GILHAM

Plan Statistics for RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM

401k plan membership statisitcs for RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM

Measure Date Value
2013: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2013 401k membership
Total participants, beginning-of-year2013-01-011,049
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2012 401k membership
Total participants, beginning-of-year2012-01-011,123
Total number of active participants reported on line 7a of the Form 55002012-01-01806
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01239
Total of all active and inactive participants2012-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2011 401k membership
Total participants, beginning-of-year2011-01-011,075
Total number of active participants reported on line 7a of the Form 55002011-01-01944
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01175
Total of all active and inactive participants2011-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2009 401k membership
Total participants, beginning-of-year2009-01-01862
Total number of active participants reported on line 7a of the Form 55002009-01-01970
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0186
Total of all active and inactive participants2009-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM

Measure Date Value
2013 : RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$953
Total income from all sources (including contributions)2013-12-31$2,261,899
Total loss/gain on sale of assets2013-12-31$190,614
Total of all expenses incurred2013-12-31$10,235,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,170,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,064,345
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$7,975,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,484
Total interest from all sources2013-12-31$21,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$7,473
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,140,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$18,937
Other income not declared elsewhere2013-12-31$-18,948
Administrative expenses (other) incurred2013-12-31$39,654
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$953
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,974,072
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,974,072
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
Income. Interest from US Government securities2013-12-31$9,565
Income. Interest from corporate debt instruments2013-12-31$11,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,515,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,515,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$1,405,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,064,345
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$4,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,029,822
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$838,405
Contract administrator fees2013-12-31$18,357
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,196,368
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$23,885,260
Aggregate carrying amount (costs) on sale of assets2013-12-31$23,694,646
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$516,443
Total unrealized appreciation/depreciation of assets2012-12-31$516,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$790
Total income from all sources (including contributions)2012-12-31$1,012,924
Total loss/gain on sale of assets2012-12-31$23,392
Total of all expenses incurred2012-12-31$619,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$495,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$334,365
Value of total assets at end of year2012-12-31$7,975,025
Value of total assets at beginning of year2012-12-31$7,581,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$124,204
Total interest from all sources2012-12-31$78,986
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$4,287
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$18,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$22,771
Other income not declared elsewhere2012-12-31$-2,933
Liabilities. Value of operating payables at end of year2012-12-31$953
Liabilities. Value of operating payables at beginning of year2012-12-31$790
Total non interest bearing cash at end of year2012-12-31$543
Total non interest bearing cash at beginning of year2012-12-31$0
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$393,003
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,974,072
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,581,069
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
Investment advisory and management fees2012-12-31$80,612
Income. Interest from US Government securities2012-12-31$43,035
Income. Interest from corporate debt instruments2012-12-31$35,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,515,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,553,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,553,644
Asset value of US Government securities at end of year2012-12-31$1,405,171
Asset value of US Government securities at beginning of year2012-12-31$1,518,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$334,365
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$161,455
Income. Dividends from common stock2012-12-31$62,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$495,717
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$838,405
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$665,545
Contract administrator fees2012-12-31$39,305
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,196,368
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,660,268
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
Aggregate proceeds on sale of assets2012-12-31$3,442,657
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,419,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-49,894
Total unrealized appreciation/depreciation of assets2011-12-31$-49,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$836
Total income from all sources (including contributions)2011-12-31$825,118
Total loss/gain on sale of assets2011-12-31$93,719
Total of all expenses incurred2011-12-31$347,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$230,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$645,820
Value of total assets at end of year2011-12-31$7,581,859
Value of total assets at beginning of year2011-12-31$7,103,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$116,152
Total interest from all sources2011-12-31$84,294
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$3,470
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$22,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,219
Other income not declared elsewhere2011-12-31$-4,448
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$790
Liabilities. Value of operating payables at beginning of year2011-12-31$836
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$478,025
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,581,069
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,103,044
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
Investment advisory and management fees2011-12-31$75,057
Income. Interest from US Government securities2011-12-31$47,277
Income. Interest from corporate debt instruments2011-12-31$37,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,553,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$892,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$892,354
Asset value of US Government securities at end of year2011-12-31$1,518,176
Asset value of US Government securities at beginning of year2011-12-31$1,325,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$645,820
Employer contributions (assets) at end of year2011-12-31$161,455
Employer contributions (assets) at beginning of year2011-12-31$428,308
Income. Dividends from common stock2011-12-31$55,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$230,941
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$665,545
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$765,812
Contract administrator fees2011-12-31$37,625
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,660,268
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,664,382
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
Aggregate proceeds on sale of assets2011-12-31$4,818,452
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,724,733
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 name2011-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$427,544
Total unrealized appreciation/depreciation of assets2010-12-31$427,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$456
Total income from all sources (including contributions)2010-12-31$1,900,786
Total loss/gain on sale of assets2010-12-31$68,012
Total of all expenses incurred2010-12-31$340,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$234,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,268,386
Value of total assets at end of year2010-12-31$7,103,880
Value of total assets at beginning of year2010-12-31$5,543,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,489
Total interest from all sources2010-12-31$81,860
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,489
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$24,576
Other income not declared elsewhere2010-12-31$2,654
Administrative expenses (other) incurred2010-12-31$37,076
Liabilities. Value of operating payables at end of year2010-12-31$836
Liabilities. Value of operating payables at beginning of year2010-12-31$456
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$1,559,830
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,103,044
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,543,214
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
Investment advisory and management fees2010-12-31$65,924
Income. Interest from US Government securities2010-12-31$44,637
Income. Interest from corporate debt instruments2010-12-31$37,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$892,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$384,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$384,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18
Asset value of US Government securities at end of year2010-12-31$1,325,805
Asset value of US Government securities at beginning of year2010-12-31$1,224,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,268,386
Employer contributions (assets) at end of year2010-12-31$428,308
Employer contributions (assets) at beginning of year2010-12-31$351,868
Income. Dividends from common stock2010-12-31$52,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$234,467
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$765,812
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$602,493
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,664,382
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,955,828
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
Aggregate proceeds on sale of assets2010-12-31$4,578,979
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,510,967
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 name2010-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM

2013: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR AFFILIATES OF SISTERS OF MERCY HEALTH SYSTEM 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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