401k Plan data: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST plan

THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST
Plan identification number	001

THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).

401k Sponsoring company profile

CIVISTA HEALTH DBA UM CHARLES REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: CIVISTA HEALTH DBA UM CHARLES REGIONAL MEDICAL CENTER

Employer identification number (EIN): 520445374

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 STACEY COOK
001 2014-01-01 STACEY COOK
001 2013-01-01
001 2012-01-01 STACEY M COOK
001 2011-01-01 STACEY M COOK
001 2009-01-01 STACEY COOK STACEY COOK 2010-10-28
001 2009-01-01 STACEY COOK STACEY COOK 2010-11-17
001 2009-01-01 STACEY COOK STACEY COOK 2010-10-15
001 2009-01-01 STACEY COOK STACEY COOK 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	STACEY COOK
001	2014-01-01	STACEY COOK
001	2013-01-01
001	2012-01-01	STACEY M COOK
001	2011-01-01	STACEY M COOK
001	2009-01-01	STACEY COOK	STACEY COOK	2010-10-28
001	2009-01-01	STACEY COOK	STACEY COOK	2010-11-17
001	2009-01-01	STACEY COOK	STACEY COOK	2010-10-15
001	2009-01-01	STACEY COOK	STACEY COOK	2010-10-15

Plan Statistics for THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST

Measure Date Value
2015: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,343
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 27
2014: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,226
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 637
Number of retired or separated participants receiving benefits 2014-01-01 179
Number of other retired or separated participants entitled to future benefits 2014-01-01 475
Total of all active and inactive participants 2014-01-01 1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 1,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 30
2013: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 596
Number of retired or separated participants receiving benefits 2013-01-01 167
Number of other retired or separated participants entitled to future benefits 2013-01-01 455
Total of all active and inactive participants 2013-01-01 1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 8
Total participants 2013-01-01 1,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 19
2012: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,101
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 567
Number of retired or separated participants receiving benefits 2012-01-01 162
Number of other retired or separated participants entitled to future benefits 2012-01-01 424
Total of all active and inactive participants 2012-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 42
2011: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,151
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 538
Number of retired or separated participants receiving benefits 2011-01-01 155
Number of other retired or separated participants entitled to future benefits 2011-01-01 399
Total of all active and inactive participants 2011-01-01 1,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 9
Total participants 2011-01-01 1,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 60
2009: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 974
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 501
Number of retired or separated participants receiving benefits 2009-01-01 134
Number of other retired or separated participants entitled to future benefits 2009-01-01 388
Total of all active and inactive participants 2009-01-01 1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 46

Measure	Date	Value
2015: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,343
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	27
2014: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,226
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	637
Number of retired or separated participants receiving benefits	2014-01-01	179
Number of other retired or separated participants entitled to future benefits	2014-01-01	475
Total of all active and inactive participants	2014-01-01	1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	1,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	30
2013: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	596
Number of retired or separated participants receiving benefits	2013-01-01	167
Number of other retired or separated participants entitled to future benefits	2013-01-01	455
Total of all active and inactive participants	2013-01-01	1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	8
Total participants	2013-01-01	1,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	19
2012: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,101
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	567
Number of retired or separated participants receiving benefits	2012-01-01	162
Number of other retired or separated participants entitled to future benefits	2012-01-01	424
Total of all active and inactive participants	2012-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	42
2011: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,151
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	538
Number of retired or separated participants receiving benefits	2011-01-01	155
Number of other retired or separated participants entitled to future benefits	2011-01-01	399
Total of all active and inactive participants	2011-01-01	1,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	9
Total participants	2011-01-01	1,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	60
2009: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	974
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	501
Number of retired or separated participants receiving benefits	2009-01-01	134
Number of other retired or separated participants entitled to future benefits	2009-01-01	388
Total of all active and inactive participants	2009-01-01	1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	46

Financial Data on THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST

Measure	Date	Value
2015 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets from this plan	2015-06-30	$28,846,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,016,634
Total loss/gain on sale of assets	2015-06-30	$287,114
Total of all expenses incurred	2015-06-30	$670,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$493,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,416,000
Value of total assets at end of year	2015-06-30	$0
Value of total assets at beginning of year	2015-06-30	$27,500,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$176,999
Total interest from all sources	2015-06-30	$51
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$173,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$173,557
Administrative expenses professional fees incurred	2015-06-30	$164,397
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$16,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,345,823
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$27,500,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$12,602
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$26,572,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$152,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$152,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$139,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,416,000
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$759,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$493,812
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	Yes
Aggregate proceeds on sale of assets	2015-06-30	$4,151,050
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$3,863,936
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,482,724
Total loss/gain on sale of assets	2014-12-31	$61,113
Total of all expenses incurred	2014-12-31	$910,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$832,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,811,750
Value of total assets at end of year	2014-12-31	$27,500,348
Value of total assets at beginning of year	2014-12-31	$24,928,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$78,172
Total interest from all sources	2014-12-31	$108
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$639,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$639,856
Administrative expenses professional fees incurred	2014-12-31	$62,224
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$16,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$21,033
Other income not declared elsewhere	2014-12-31	$281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,572,300
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$27,500,348
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$24,928,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$15,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,572,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,550,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$152,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$62,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$62,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$969,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,811,750
Employer contributions (assets) at end of year	2014-12-31	$759,000
Employer contributions (assets) at beginning of year	2014-12-31	$293,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$832,252
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$11,661,300
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$11,600,187
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,374,387
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,374,387
Total income from all sources (including contributions)	2013-12-31	$4,474,143
Total loss/gain on sale of assets	2013-12-31	$128,363
Total of all expenses incurred	2013-12-31	$973,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$858,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,073,789
Value of total assets at end of year	2013-12-31	$24,634,298
Value of total assets at beginning of year	2013-12-31	$21,134,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$115,668
Total interest from all sources	2013-12-31	$286
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$897,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$897,318
Administrative expenses professional fees incurred	2013-12-31	$115,668
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$21,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$25,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,500,212
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,634,298
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,134,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$24,550,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,990,245
Interest earned on other investments	2013-12-31	$196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$62,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$118,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$118,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$90
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,073,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$858,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,477,396
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,349,033
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCLEAN, KOEHLER, SPARKS AND HAMMOND
Accountancy firm EIN	2013-12-31	520547375
2012 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,317,626
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,317,626
Total income from all sources (including contributions)	2012-12-31	$3,359,978
Total loss/gain on sale of assets	2012-12-31	$79,017
Total of all expenses incurred	2012-12-31	$962,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$838,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,329,428
Value of total assets at end of year	2012-12-31	$21,134,086
Value of total assets at beginning of year	2012-12-31	$18,736,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$124,023
Total interest from all sources	2012-12-31	$1,065
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$632,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$632,842
Administrative expenses professional fees incurred	2012-12-31	$124,023
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$25,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$18,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,397,725
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,134,086
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,736,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,990,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,601,880
Interest earned on other investments	2012-12-31	$981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$118,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$116,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$116,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$84
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,329,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$838,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,564,471
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,485,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCLEAN, KOEHLER, SPARKS AND HAMMOND
Accountancy firm EIN	2012-12-31	520547375
2011 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-303,672
Total unrealized appreciation/depreciation of assets	2011-12-31	$-303,672
Total income from all sources (including contributions)	2011-12-31	$1,693,296
Total loss/gain on sale of assets	2011-12-31	$43,573
Total of all expenses incurred	2011-12-31	$885,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$735,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,330,470
Value of total assets at end of year	2011-12-31	$18,736,361
Value of total assets at beginning of year	2011-12-31	$17,928,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$150,112
Total interest from all sources	2011-12-31	$328
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$622,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$622,597
Administrative expenses professional fees incurred	2011-12-31	$150,112
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$18,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$17,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$807,916
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,736,361
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,928,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,601,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,755,985
Interest earned on other investments	2011-12-31	$237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$116,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$154,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$154,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$91
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,330,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$735,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,751,802
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,708,229
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCLEAN, KOEHLER, SPARKS & HAMMOND
Accountancy firm EIN	2011-12-31	520547375
2010 : THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,798,399
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,798,399
Total income from all sources (including contributions)	2010-12-31	$3,323,558
Total loss/gain on sale of assets	2010-12-31	$22,924
Total of all expenses incurred	2010-12-31	$746,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$600,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,095,546
Value of total assets at end of year	2010-12-31	$17,928,445
Value of total assets at beginning of year	2010-12-31	$15,351,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$145,166
Total interest from all sources	2010-12-31	$2,688
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$404,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$400,553
Administrative expenses professional fees incurred	2010-12-31	$133,724
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$17,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$20,187
Administrative expenses (other) incurred	2010-12-31	$11,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,577,431
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,928,445
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,351,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,755,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,255,889
Interest earned on other investments	2010-12-31	$2,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$154,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$74,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$74,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,095,546
Income. Dividends from common stock	2010-12-31	$3,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$600,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,812,247
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,789,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCLEAN, KOEHLER, SPARKS & HAMMOND
Accountancy firm EIN	2010-12-31	520547375

Form 5500 Responses for THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST

2015: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CIVISTA HEALTH DBA UM CHARLES REGIONAL MEDICAL CENTER
Employer identification number (EIN):	520445374
NAIC Classification:	622000
NAIC Description:	Hospitals