401k Plan data: THE ST. LUKE HOSPITALS, INC. PENSION PLAN plan

THE ST. LUKE HOSPITALS, INC. PENSION PLAN 401k Plan overview

Plan Name	THE ST. LUKE HOSPITALS, INC. PENSION PLAN
Plan identification number	005

THE ST. LUKE HOSPITALS, INC. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. ELIZABETH MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. ELIZABETH MEDICAL CENTER, INC.

Employer identification number (EIN): 610445850

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ST. LUKE HOSPITALS, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2015-01-01 MARTIN OSCADAL
005 2015-01-01 MARTIN OSCADAL
005 2014-01-01 MARTIN OSCADAL
005 2013-01-01 MARTIN OSCADAL
005 2012-01-01 MARTIN OSCADAL
005 2011-01-01 MARTIN OSCADAL
005 2009-01-01 MARTIN G. OSCADAL MARTIN G. OSCADAL 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2015-01-01	MARTIN OSCADAL
005	2015-01-01	MARTIN OSCADAL
005	2014-01-01	MARTIN OSCADAL
005	2013-01-01	MARTIN OSCADAL
005	2012-01-01	MARTIN OSCADAL
005	2011-01-01	MARTIN OSCADAL
005	2009-01-01	MARTIN G. OSCADAL	MARTIN G. OSCADAL	2010-10-15

Plan Statistics for THE ST. LUKE HOSPITALS, INC. PENSION PLAN

401k plan membership statisitcs for THE ST. LUKE HOSPITALS, INC. PENSION PLAN

Measure Date Value
2015: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,266
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 0
2014: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,297
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 848
Number of retired or separated participants receiving benefits 2014-01-01 499
Number of other retired or separated participants entitled to future benefits 2014-01-01 868
Total of all active and inactive participants 2014-01-01 2,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 51
Total participants 2014-01-01 2,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,328
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 922
Number of retired or separated participants receiving benefits 2013-01-01 478
Number of other retired or separated participants entitled to future benefits 2013-01-01 854
Total of all active and inactive participants 2013-01-01 2,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 43
Total participants 2013-01-01 2,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,355
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,003
Number of retired or separated participants receiving benefits 2012-01-01 452
Number of other retired or separated participants entitled to future benefits 2012-01-01 833
Total of all active and inactive participants 2012-01-01 2,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 40
Total participants 2012-01-01 2,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,370
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,114
Number of retired or separated participants receiving benefits 2011-01-01 440
Number of other retired or separated participants entitled to future benefits 2011-01-01 770
Total of all active and inactive participants 2011-01-01 2,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 31
Total participants 2011-01-01 2,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,420
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,374
Number of retired or separated participants receiving benefits 2009-01-01 398
Number of other retired or separated participants entitled to future benefits 2009-01-01 592
Total of all active and inactive participants 2009-01-01 2,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 25
Total participants 2009-01-01 2,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,266
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	0
2014: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,297
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	848
Number of retired or separated participants receiving benefits	2014-01-01	499
Number of other retired or separated participants entitled to future benefits	2014-01-01	868
Total of all active and inactive participants	2014-01-01	2,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	51
Total participants	2014-01-01	2,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,328
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	922
Number of retired or separated participants receiving benefits	2013-01-01	478
Number of other retired or separated participants entitled to future benefits	2013-01-01	854
Total of all active and inactive participants	2013-01-01	2,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	43
Total participants	2013-01-01	2,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,355
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,003
Number of retired or separated participants receiving benefits	2012-01-01	452
Number of other retired or separated participants entitled to future benefits	2012-01-01	833
Total of all active and inactive participants	2012-01-01	2,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	40
Total participants	2012-01-01	2,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,370
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,114
Number of retired or separated participants receiving benefits	2011-01-01	440
Number of other retired or separated participants entitled to future benefits	2011-01-01	770
Total of all active and inactive participants	2011-01-01	2,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	31
Total participants	2011-01-01	2,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,420
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,374
Number of retired or separated participants receiving benefits	2009-01-01	398
Number of other retired or separated participants entitled to future benefits	2009-01-01	592
Total of all active and inactive participants	2009-01-01	2,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	25
Total participants	2009-01-01	2,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE ST. LUKE HOSPITALS, INC. PENSION PLAN

Measure	Date	Value
2015 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$25,325
Total income from all sources (including contributions)	2015-12-31	$15,062,015
Total loss/gain on sale of assets	2015-12-31	$-917,844
Total of all expenses incurred	2015-12-31	$94,079,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$93,647,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$13,825,087
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$79,043,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$432,734
Total interest from all sources	2015-12-31	$2,154,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$172,210
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$21,547,359
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$407,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$25,325
Administrative expenses (other) incurred	2015-12-31	$140,984
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-79,017,950
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$79,017,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$119,540
Interest earned on other investments	2015-12-31	$833,145
Income. Interest from US Government securities	2015-12-31	$821,353
Income. Interest from corporate debt instruments	2015-12-31	$494,027
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,435,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,205,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,205,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$6,247
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$28,550,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$13,825,087
Employer contributions (assets) at end of year	2015-12-31	$554,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$93,647,231
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$24,896,831
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Aggregate proceeds on sale of assets	2015-12-31	$230,143,480
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$231,061,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE MORAN
Accountancy firm EIN	2015-12-31	381357951
2014 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$406,883
Total unrealized appreciation/depreciation of assets	2014-12-31	$406,883
Total transfer of assets to this plan	2014-12-31	$987,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$25,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$29,626
Total income from all sources (including contributions)	2014-12-31	$2,867,320
Total loss/gain on sale of assets	2014-12-31	$946,031
Total of all expenses incurred	2014-12-31	$2,785,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,500,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$419,827
Value of total assets at end of year	2014-12-31	$79,043,275
Value of total assets at beginning of year	2014-12-31	$77,978,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$285,227
Total interest from all sources	2014-12-31	$1,261,901
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$202,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$142,078
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$21,547,359
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$388,866
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$407,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$69,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$25,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$29,626
Other income not declared elsewhere	2014-12-31	$-912,993
Administrative expenses (other) incurred	2014-12-31	$16,542
Total non interest bearing cash at end of year	2014-12-31	$1
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	$81,970
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$79,017,950
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$77,948,839
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	$126,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$75,996,773
Interest earned on other investments	2014-12-31	$506,071
Income. Interest from US Government securities	2014-12-31	$444,171
Income. Interest from corporate debt instruments	2014-12-31	$309,260
Value of interest in common/collective trusts at end of year	2014-12-31	$2,435,064
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,523,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,205,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,399
Asset value of US Government securities at end of year	2014-12-31	$28,550,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$542,960
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	$419,827
Income. Dividends from common stock	2014-12-31	$202,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,500,123
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$24,896,831
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	$946,031
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	PLANTE MORAN
Accountancy firm EIN	2014-12-31	381357951
2013 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$29,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$56,448
Total income from all sources (including contributions)	2013-12-31	$23,145,330
Total loss/gain on sale of assets	2013-12-31	$107,600
Total of all expenses incurred	2013-12-31	$2,758,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,304,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$14,756,000
Value of total assets at end of year	2013-12-31	$77,978,465
Value of total assets at beginning of year	2013-12-31	$57,618,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$453,840
Total interest from all sources	2013-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,482,457
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	$1,482,457
Administrative expenses professional fees incurred	2013-12-31	$35,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$388,866
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,781,043
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$69,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$62,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$29,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$56,448
Other income not declared elsewhere	2013-12-31	$22,601
Administrative expenses (other) incurred	2013-12-31	$263,893
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	$20,386,613
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$77,948,839
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$57,562,226
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
Investment advisory and management fees	2013-12-31	$113,301
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$75,996,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$52,449,976
Value of interest in common/collective trusts at end of year	2013-12-31	$1,523,826
Value of interest in common/collective trusts at beginning of year	2013-12-31	$736,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,776,597
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	$14,756,000
Employer contributions (assets) at beginning of year	2013-12-31	$589,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,304,877
Contract administrator fees	2013-12-31	$41,646
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	$76,102,172
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$75,994,572
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	PLANTE MORAN
Accountancy firm EIN	2013-12-31	381357951
2012 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$110,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$56,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$172,920
Total income from all sources (including contributions)	2012-12-31	$8,185,598
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,387,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,986,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,870,000
Value of total assets at end of year	2012-12-31	$57,618,674
Value of total assets at beginning of year	2012-12-31	$51,826,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$400,877
Total interest from all sources	2012-12-31	$8,956
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,450,869
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	$1,450,869
Administrative expenses professional fees incurred	2012-12-31	$39,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,781,043
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,689,794
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$62,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$67,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$56,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$42,920
Other income not declared elsewhere	2012-12-31	$91,249
Administrative expenses (other) incurred	2012-12-31	$201,819
Liabilities. Value of operating payables at beginning of year	2012-12-31	$130,000
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	$5,798,385
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$57,562,226
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$51,653,841
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
Investment advisory and management fees	2012-12-31	$117,858
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$52,449,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$43,274,572
Interest earned on other investments	2012-12-31	$8,939
Value of interest in common/collective trusts at end of year	2012-12-31	$736,102
Value of interest in common/collective trusts at beginning of year	2012-12-31	$138,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,764,524
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	$1,870,000
Employer contributions (assets) at end of year	2012-12-31	$589,000
Employer contributions (assets) at beginning of year	2012-12-31	$4,656,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,986,336
Contract administrator fees	2012-12-31	$42,200
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	$6,391,334
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$6,391,334
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	ERNST & YOUNG
Accountancy firm EIN	2012-12-31	346565596
2011 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$172,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$21,429
Total income from all sources (including contributions)	2011-12-31	$6,736,789
Total of all expenses incurred	2011-12-31	$2,058,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,742,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,282,533
Value of total assets at end of year	2011-12-31	$51,826,761
Value of total assets at beginning of year	2011-12-31	$46,996,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$315,918
Total interest from all sources	2011-12-31	$8,196
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,307,466
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	$1,307,466
Administrative expenses professional fees incurred	2011-12-31	$22,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,689,794
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,741,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$67,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$58,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$42,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$21,429
Other income not declared elsewhere	2011-12-31	$-51,699
Administrative expenses (other) incurred	2011-12-31	$196,046
Liabilities. Value of operating payables at end of year	2011-12-31	$130,000
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	$4,678,553
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$51,653,841
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$46,975,288
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
Investment advisory and management fees	2011-12-31	$97,872
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$43,274,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$38,475,892
Interest earned on other investments	2011-12-31	$8,148
Value of interest in common/collective trusts at end of year	2011-12-31	$138,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$72,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$72,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-809,707
Net investment gain or loss from common/collective trusts	2011-12-31	$0
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	$6,282,533
Employer contributions (assets) at end of year	2011-12-31	$4,656,000
Employer contributions (assets) at beginning of year	2011-12-31	$4,648,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,742,318
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
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	ERNST & YOUNG
Accountancy firm EIN	2011-12-31	346565596
2010 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$21,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,966
Total income from all sources (including contributions)	2010-12-31	$9,913,596
Total loss/gain on sale of assets	2010-12-31	$558,969
Total of all expenses incurred	2010-12-31	$1,761,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,544,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,948,310
Value of total assets at end of year	2010-12-31	$46,996,717
Value of total assets at beginning of year	2010-12-31	$38,834,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$216,783
Total interest from all sources	2010-12-31	$9,221
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,144,224
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	$1,144,224
Administrative expenses professional fees incurred	2010-12-31	$8,750
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,741,493
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,702,626
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$58,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$67,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$21,429
Other income not declared elsewhere	2010-12-31	$38,867
Administrative expenses (other) incurred	2010-12-31	$124,428
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	$8,152,322
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$46,975,288
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$38,822,966
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
Investment advisory and management fees	2010-12-31	$83,605
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$38,475,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$34,114,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$72,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$258,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$258,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$9,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,214,005
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	$4,948,310
Employer contributions (assets) at end of year	2010-12-31	$4,648,310
Employer contributions (assets) at beginning of year	2010-12-31	$691,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,544,491
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$11,966
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	$4,729,975
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,171,006
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	ERNST & YOUNG
Accountancy firm EIN	2010-12-31	346565596
2009 : THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE ST. LUKE HOSPITALS, INC. PENSION PLAN

2015: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 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 ST. LUKE HOSPITALS, INC. PENSION PLAN 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 ST. LUKE HOSPITALS, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ST. LUKE HOSPITALS, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ST. ELIZABETH MEDICAL CENTER, INC.
Employer identification number (EIN):	610445850
NAIC Classification:	622000
NAIC Description:	Hospitals