401k Plan data: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN plan

BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN
Plan identification number	025

BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BON SECOURS MERCY HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: BON SECOURS MERCY HEALTH, INC.

Employer identification number (EIN): 521301088

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2022-01-01 GREG HENSON 2023-10-11
025 2021-01-01 GREG HENSON 2022-08-23
025 2020-01-01 GREG HENSON 2021-09-23
025 2020-01-01 GREG HENSON 2021-11-09
025 2019-01-01 GREG HENSON 2020-10-15
025 2009-01-01 TERESA ENCARNACION LAURA OSTROFF 2010-10-13
025 2009-01-01 TERESA ENCARNACION LAURA OSTROFF 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
025	2022-01-01	GREG HENSON	2023-10-11
025	2021-01-01	GREG HENSON	2022-08-23
025	2020-01-01	GREG HENSON	2021-09-23
025	2020-01-01	GREG HENSON	2021-11-09
025	2019-01-01	GREG HENSON	2020-10-15
025	2009-01-01	TERESA ENCARNACION		LAURA OSTROFF	2010-10-13
025	2009-01-01	TERESA ENCARNACION		LAURA OSTROFF	2010-10-13

Plan Statistics for BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN

Measure Date Value
2022: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,937
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,142
Number of other retired or separated participants entitled to future benefits 2022-01-01 595
Total of all active and inactive participants 2022-01-01 1,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 1,742
Number of participants with account balances 2022-01-01 1,739
2021: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,181
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,317
Number of other retired or separated participants entitled to future benefits 2021-01-01 614
Total of all active and inactive participants 2021-01-01 1,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 6
Total participants 2021-01-01 1,937
Number of participants with account balances 2021-01-01 1,934
2020: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,583
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,549
Number of other retired or separated participants entitled to future benefits 2020-01-01 626
Total of all active and inactive participants 2020-01-01 2,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 2,181
Number of participants with account balances 2020-01-01 2,178
2019: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,322
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,903
Number of retired or separated participants receiving benefits 2019-01-01 47
Number of other retired or separated participants entitled to future benefits 2019-01-01 621
Total of all active and inactive participants 2019-01-01 2,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 2,583
Number of participants with account balances 2019-01-01 2,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2009: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 798
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 111
Total of all active and inactive participants 2009-01-01 909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 909
Number of participants with account balances 2009-01-01 908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,937
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,142
Number of other retired or separated participants entitled to future benefits	2022-01-01	595
Total of all active and inactive participants	2022-01-01	1,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	1,742
Number of participants with account balances	2022-01-01	1,739
2021: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,181
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,317
Number of other retired or separated participants entitled to future benefits	2021-01-01	614
Total of all active and inactive participants	2021-01-01	1,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	6
Total participants	2021-01-01	1,937
Number of participants with account balances	2021-01-01	1,934
2020: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,583
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,549
Number of other retired or separated participants entitled to future benefits	2020-01-01	626
Total of all active and inactive participants	2020-01-01	2,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	2,181
Number of participants with account balances	2020-01-01	2,178
2019: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,322
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,903
Number of retired or separated participants receiving benefits	2019-01-01	47
Number of other retired or separated participants entitled to future benefits	2019-01-01	621
Total of all active and inactive participants	2019-01-01	2,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	2,583
Number of participants with account balances	2019-01-01	2,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2009: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	798
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	111
Total of all active and inactive participants	2009-01-01	909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	909
Number of participants with account balances	2009-01-01	908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN

Measure	Date	Value
2022 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-13,723,525
Total of all expenses incurred	2022-12-31	$5,670,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,629,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$23,518
Value of total assets at end of year	2022-12-31	$64,740,190
Value of total assets at beginning of year	2022-12-31	$84,133,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,042
Total interest from all sources	2022-12-31	$74,974
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,276,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,276,627
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$1,468,072
Participant contributions at beginning of year	2022-12-31	$1,635,872
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$871,351
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$942,867
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,518
Administrative expenses (other) incurred	2022-12-31	$41,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-19,393,584
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$64,740,190
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$84,133,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$60,519,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$79,896,082
Interest on participant loans	2022-12-31	$74,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,880,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,658,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,658,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-17,098,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,629,017
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	KPMG LLP
Accountancy firm EIN	2022-12-31	135565207
2021 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,978,523
Total of all expenses incurred	2021-12-31	$8,349,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,276,392
Value of total assets at end of year	2021-12-31	$84,133,774
Value of total assets at beginning of year	2021-12-31	$81,504,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,644
Total interest from all sources	2021-12-31	$90,755
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,640,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,640,134
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$1,635,872
Participant contributions at beginning of year	2021-12-31	$1,823,243
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$942,867
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$966,319
Administrative expenses (other) incurred	2021-12-31	$72,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,629,487
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$84,133,774
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$81,504,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$79,896,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$77,483,262
Interest on participant loans	2021-12-31	$90,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,658,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,231,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,231,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,247,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,276,392
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$11,549,604
Total of all expenses incurred	2020-12-31	$9,695,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,627,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$60,672
Value of total assets at end of year	2020-12-31	$81,504,287
Value of total assets at beginning of year	2020-12-31	$79,650,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$68,058
Total interest from all sources	2020-12-31	$98,015
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,560,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,560,471
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$1,823,243
Participant contributions at beginning of year	2020-12-31	$1,827,271
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$966,319
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$775,251
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$59,586
Administrative expenses (other) incurred	2020-12-31	$68,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,854,046
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$81,504,287
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$79,650,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$77,483,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$76,138,707
Interest on participant loans	2020-12-31	$98,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,231,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$904,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$904,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,830,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,086
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$4,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,627,500
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$24,457,797
Total income from all sources (including contributions)	2019-12-31	$24,457,797
Total of all expenses incurred	2019-12-31	$6,775,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,626,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,626,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,845,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,845,496
Value of total assets at end of year	2019-12-31	$79,650,241
Value of total assets at beginning of year	2019-12-31	$61,967,718
Value of total assets at beginning of year	2019-12-31	$61,967,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$149,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$149,131
Total interest from all sources	2019-12-31	$87,103
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,478,422
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,478,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,478,422
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,478,422
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$7,696,611
Contributions received from participants	2019-12-31	$7,696,611
Participant contributions at end of year	2019-12-31	$1,827,271
Participant contributions at end of year	2019-12-31	$1,827,271
Participant contributions at beginning of year	2019-12-31	$1,383,887
Participant contributions at beginning of year	2019-12-31	$1,383,887
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$775,251
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$775,251
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$671,204
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$671,204
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$638,480
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$638,480
Administrative expenses (other) incurred	2019-12-31	$149,131
Administrative expenses (other) incurred	2019-12-31	$149,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$17,682,523
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$79,650,241
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,967,718
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,967,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$76,138,707
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$76,138,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$56,212,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$56,212,998
Interest on participant loans	2019-12-31	$87,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$904,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$904,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$813,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$813,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$813,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$813,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,046,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,046,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,510,405
Contributions received in cash from employer	2019-12-31	$2,510,405
Employer contributions (assets) at end of year	2019-12-31	$4,164
Employer contributions (assets) at end of year	2019-12-31	$4,164
Employer contributions (assets) at beginning of year	2019-12-31	$2,885,883
Employer contributions (assets) at beginning of year	2019-12-31	$2,885,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,626,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,626,143
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2011 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$11,541,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$753,714
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$331,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$291,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$26,656
Value of total assets at end of year	2011-06-30	$0
Value of total assets at beginning of year	2011-06-30	$11,119,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$40,017
Total interest from all sources	2011-06-30	$32,635
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$58,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$58,640
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$11,751
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$102,324
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$22,363
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$9,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$422,649
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$11,119,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$9,299,569
Interest on participant loans	2011-06-30	$2,730
Interest earned on other investments	2011-06-30	$29,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,694,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$635,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$5,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$291,048
Contract administrator fees	2011-06-30	$40,017
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	No
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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ELLIOTT DAVIS LLC
Accountancy firm EIN	2011-06-30	570381582
2010 : BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,321,214
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$566,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$492,214
Expenses. Certain deemed distributions of participant loans	2010-12-31	$23,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$18,922
Value of total assets at end of year	2010-12-31	$11,119,037
Value of total assets at beginning of year	2010-12-31	$10,364,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$50,214
Total interest from all sources	2010-12-31	$57,032
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$194,040
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	$194,040
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$14,664
Participant contributions at end of year	2010-12-31	$102,324
Participant contributions at beginning of year	2010-12-31	$124,778
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$22,363
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	$754,821
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,119,037
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,364,216
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	$9,299,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,007,878
Interest on participant loans	2010-12-31	$5,887
Interest earned on other investments	2010-12-31	$51,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,694,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,231,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,051,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$492,214
Contract administrator fees	2010-12-31	$50,214
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
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	ELLIOTT DAVIS LLC
Accountancy firm EIN	2010-12-31	570381582

Form 5500 Responses for BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN

2022: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2009: BON SECOURS ST. FRANCIS HEALTH SYSTEM EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BON SECOURS MERCY HEALTH, INC.
Employer identification number (EIN):	521301088
NAIC Classification:	622000
NAIC Description:	Hospitals