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INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST
Plan identification number 007

INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

INDIANA UNIVERSITY HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH, INC.
Employer identification number (EIN):466664385

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072013-01-012014-10-15

Financial Data on INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST

Measure Date Value
2013 : INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-22,724,298
Total unrealized appreciation/depreciation of assets2013-12-31$-22,724,298
Total transfer of assets to this plan2013-12-31$1,239,289,923
Total transfer of assets from this plan2013-12-31$839,037,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,882,708
Total loss/gain on sale of assets2013-12-31$29,280,867
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$424,135,389
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$508,021
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,640,204
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,640,204
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,189
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$183,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,320,109
Value of net income/loss2013-12-31$23,882,708
Value of net assets at end of year (total assets less liabilities)2013-12-31$424,135,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$197,448,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$506,335
Value of interest in common/collective trusts at end of year2013-12-31$127,621,710
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,453,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,686
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$84,420,587
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,235,028
Net investment gain or loss from common/collective trusts2013-12-31$14,092,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$231,319,276
Aggregate carrying amount (costs) on sale of assets2013-12-31$202,038,409

Form 5500 Responses for INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST

2013: INDIANA UNIVERSITY HEALTH, INC. DEFINED BENEFIT GROUP TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
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

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