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SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN
Plan identification number 002

SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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

SAINT FRANCIS HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAINT FRANCIS HEALTH SYSTEM, INC.
Employer identification number (EIN):731501972
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DEBORAH DAGE2023-07-31
0022021-01-01DEBORAH DAGE2022-09-28
0022020-01-01ERIC SCHICK2021-07-26
0022019-01-01ERIC SCHICK2020-07-23
0022019-01-01ERIC SCHICK2020-07-23
0022018-01-01ERIC SCHICK2019-07-30
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01BARRY STEICHEN
0022011-01-01BARRY STEICHEN
0022009-01-01BARRY STEICHEN
0022009-01-01BARRY STEICHEN

Plan Statistics for SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,470
Total number of active participants reported on line 7a of the Form 55002022-01-0110,134
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-012,891
Total of all active and inactive participants2022-01-0113,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-0113,129
Number of participants with account balances2022-01-0112,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01907
2021: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,200
Total number of active participants reported on line 7a of the Form 55002021-01-019,643
Number of retired or separated participants receiving benefits2021-01-0171
Number of other retired or separated participants entitled to future benefits2021-01-012,729
Total of all active and inactive participants2021-01-0112,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-0112,470
Number of participants with account balances2021-01-0112,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01913
2020: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,865
Total number of active participants reported on line 7a of the Form 55002020-01-019,722
Number of retired or separated participants receiving benefits2020-01-0164
Number of other retired or separated participants entitled to future benefits2020-01-012,393
Total of all active and inactive participants2020-01-0112,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-0112,200
Number of participants with account balances2020-01-0111,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01811
2019: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,480
Total number of active participants reported on line 7a of the Form 55002019-01-019,684
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-012,096
Total of all active and inactive participants2019-01-0111,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-0111,865
Number of participants with account balances2019-01-0111,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01744
2018: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,890
Total number of active participants reported on line 7a of the Form 55002018-01-019,387
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-012,019
Total of all active and inactive participants2018-01-0111,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-0111,480
Number of participants with account balances2018-01-0111,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01657
2017: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,344
Total number of active participants reported on line 7a of the Form 55002017-01-019,002
Number of retired or separated participants receiving benefits2017-01-0150
Number of other retired or separated participants entitled to future benefits2017-01-011,822
Total of all active and inactive participants2017-01-0110,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-0110,890
Number of participants with account balances2017-01-0110,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01602
2016: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,811
Total number of active participants reported on line 7a of the Form 55002016-01-018,656
Number of retired or separated participants receiving benefits2016-01-0152
Number of other retired or separated participants entitled to future benefits2016-01-011,619
Total of all active and inactive participants2016-01-0110,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-0110,344
Number of participants with account balances2016-01-019,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01555
2015: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,583
Total number of active participants reported on line 7a of the Form 55002015-01-018,344
Number of retired or separated participants receiving benefits2015-01-0145
Number of other retired or separated participants entitled to future benefits2015-01-012,406
Total of all active and inactive participants2015-01-0110,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-0110,811
Number of participants with account balances2015-01-0110,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01598
2014: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,380
Total number of active participants reported on line 7a of the Form 55002014-01-018,147
Number of retired or separated participants receiving benefits2014-01-0143
Number of other retired or separated participants entitled to future benefits2014-01-012,381
Total of all active and inactive participants2014-01-0110,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-0110,583
Number of participants with account balances2014-01-019,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01576
2013: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,060
Total number of active participants reported on line 7a of the Form 55002013-01-018,106
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-012,241
Total of all active and inactive participants2013-01-0110,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-0110,380
Number of participants with account balances2013-01-019,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01532
2012: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,640
Total number of active participants reported on line 7a of the Form 55002012-01-017,931
Number of retired or separated participants receiving benefits2012-01-0148
Number of other retired or separated participants entitled to future benefits2012-01-012,070
Total of all active and inactive participants2012-01-0110,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-0110,060
Number of participants with account balances2012-01-019,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01493
2011: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,404
Total number of active participants reported on line 7a of the Form 55002011-01-017,601
Number of retired or separated participants receiving benefits2011-01-0149
Number of other retired or separated participants entitled to future benefits2011-01-011,985
Total of all active and inactive participants2011-01-019,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-019,640
Number of participants with account balances2011-01-019,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01536
2009: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,256
Total number of active participants reported on line 7a of the Form 55002009-01-017,487
Number of retired or separated participants receiving benefits2009-01-0152
Number of other retired or separated participants entitled to future benefits2009-01-011,844
Total of all active and inactive participants2009-01-019,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-019,389
Number of participants with account balances2009-01-018,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01521

Financial Data on SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$287
Total income from all sources (including contributions)2022-12-31$-79,952,030
Total of all expenses incurred2022-12-31$82,499,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$81,927,852
Expenses. Certain deemed distributions of participant loans2022-12-31$249,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$70,326,219
Value of total assets at end of year2022-12-31$747,887,896
Value of total assets at beginning of year2022-12-31$910,339,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$321,573
Total interest from all sources2022-12-31$245,538
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$61,618,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$61,618,918
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$33,548,227
Participant contributions at end of year2022-12-31$8,185,114
Participant contributions at beginning of year2022-12-31$3,032
Participant contributions at end of year2022-12-31$1,382
Participant contributions at beginning of year2022-12-31$5,951
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,120,974
Administrative expenses (other) incurred2022-12-31$321,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-162,451,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$747,887,896
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$910,339,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$726,628,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$897,638,704
Interest on participant loans2022-12-31$140,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$105,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,071,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,688,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-212,142,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$34,657,018
Employer contributions (assets) at end of year2022-12-31$1,590
Employer contributions (assets) at beginning of year2022-12-31$3,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$81,927,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$17,021
Total income from all sources (including contributions)2021-12-31$179,378,692
Total of all expenses incurred2021-12-31$80,563,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$80,348,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$68,696,053
Value of total assets at end of year2021-12-31$910,339,568
Value of total assets at beginning of year2021-12-31$811,541,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,569
Total interest from all sources2021-12-31$1,016
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$83,619,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$83,619,567
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$30,709,999
Participant contributions at end of year2021-12-31$3,032
Participant contributions at beginning of year2021-12-31$4,621
Participant contributions at end of year2021-12-31$5,951
Participant contributions at beginning of year2021-12-31$1,980
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,530,458
Administrative expenses (other) incurred2021-12-31$214,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$98,815,351
Value of net assets at end of year (total assets less liabilities)2021-12-31$910,339,568
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$811,541,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$897,638,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$800,276,788
Interest on participant loans2021-12-31$44
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,688,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,254,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,062,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$32,455,596
Employer contributions (assets) at end of year2021-12-31$3,106
Employer contributions (assets) at beginning of year2021-12-31$3,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$80,348,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$5,012
Total income from all sources (including contributions)2020-12-31$174,227,155
Total of all expenses incurred2020-12-31$63,048,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,872,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,819,291
Value of total assets at end of year2020-12-31$811,541,238
Value of total assets at beginning of year2020-12-31$700,368,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$176,249
Total interest from all sources2020-12-31$20,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$41,273,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$41,273,108
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$27,371,443
Participant contributions at end of year2020-12-31$4,621
Participant contributions at beginning of year2020-12-31$7,786
Participant contributions at end of year2020-12-31$1,980
Participant contributions at beginning of year2020-12-31$974
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,043,552
Administrative expenses (other) incurred2020-12-31$176,249
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$53,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$111,178,160
Value of net assets at end of year (total assets less liabilities)2020-12-31$811,541,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$700,368,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$800,276,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$691,262,970
Interest on participant loans2020-12-31$260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,254,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,041,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$74,114,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$29,404,296
Employer contributions (assets) at end of year2020-12-31$3,049
Employer contributions (assets) at beginning of year2020-12-31$970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,872,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$7,533
Total income from all sources (including contributions)2019-12-31$183,956,862
Total of all expenses incurred2019-12-31$62,651,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,478,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$58,864,122
Value of total assets at end of year2019-12-31$700,368,090
Value of total assets at beginning of year2019-12-31$579,070,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,301
Total interest from all sources2019-12-31$101,042
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$38,430,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,430,965
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,395,723
Participant contributions at end of year2019-12-31$7,786
Participant contributions at beginning of year2019-12-31$13,232
Participant contributions at end of year2019-12-31$974
Participant contributions at beginning of year2019-12-31$1,568
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,355,758
Administrative expenses (other) incurred2019-12-31$173,301
Total non interest bearing cash at end of year2019-12-31$53,447
Total non interest bearing cash at beginning of year2019-12-31$57,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$121,305,286
Value of net assets at end of year (total assets less liabilities)2019-12-31$700,368,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$579,070,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$691,262,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$568,196,954
Interest on participant loans2019-12-31$455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$100,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,041,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,798,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$86,560,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,112,641
Employer contributions (assets) at end of year2019-12-31$970
Employer contributions (assets) at beginning of year2019-12-31$2,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$62,478,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$24,582
Total income from all sources (including contributions)2018-12-31$13,559,479
Total of all expenses incurred2018-12-31$48,573,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,557,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$52,075,413
Value of total assets at end of year2018-12-31$579,070,337
Value of total assets at beginning of year2018-12-31$614,108,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,823
Total interest from all sources2018-12-31$77,771
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,732,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$38,732,484
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$23,984,742
Participant contributions at end of year2018-12-31$13,232
Participant contributions at beginning of year2018-12-31$19,504
Participant contributions at end of year2018-12-31$1,568
Participant contributions at beginning of year2018-12-31$855,102
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,795,470
Administrative expenses (other) incurred2018-12-31$15,823
Total non interest bearing cash at end of year2018-12-31$57,953
Total non interest bearing cash at beginning of year2018-12-31$42,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,013,573
Value of net assets at end of year (total assets less liabilities)2018-12-31$579,070,337
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$614,108,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$568,196,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$601,201,626
Interest on participant loans2018-12-31$661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$77,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,798,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,970,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,326,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,295,201
Employer contributions (assets) at end of year2018-12-31$2,481
Employer contributions (assets) at beginning of year2018-12-31$1,019,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,557,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$141,473,092
Total of all expenses incurred2017-12-31$54,125,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,107,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,439,614
Value of total assets at end of year2017-12-31$614,108,492
Value of total assets at beginning of year2017-12-31$526,760,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,078
Total interest from all sources2017-12-31$307,328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$31,800,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$31,800,212
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$21,167,373
Participant contributions at end of year2017-12-31$19,504
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$855,102
Participant contributions at beginning of year2017-12-31$720,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,737,307
Administrative expenses (other) incurred2017-12-31$17,078
Total non interest bearing cash at end of year2017-12-31$42,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$87,348,060
Value of net assets at end of year (total assets less liabilities)2017-12-31$614,108,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$526,760,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$601,201,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$510,853,830
Interest on participant loans2017-12-31$152
Interest earned on other investments2017-12-31$156,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$151,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,970,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,229,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,925,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$23,534,934
Employer contributions (assets) at end of year2017-12-31$1,019,809
Employer contributions (assets) at beginning of year2017-12-31$957,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,107,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$78,028,630
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$36,134,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,120,904
Value of total corrective distributions2016-12-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$43,095,620
Value of total assets at end of year2016-12-31$526,760,432
Value of total assets at beginning of year2016-12-31$484,866,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,786
Total interest from all sources2016-12-31$178,915
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,884,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,884,173
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$19,173,341
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$149
Participant contributions at end of year2016-12-31$720,172
Participant contributions at beginning of year2016-12-31$1,758
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,752,503
Administrative expenses (other) incurred2016-12-31$13,786
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$66,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$41,893,818
Value of net assets at end of year (total assets less liabilities)2016-12-31$526,760,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$484,866,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$510,853,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$470,379,593
Interest on participant loans2016-12-31$3
Interest earned on other investments2016-12-31$178,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,229,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,418,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,869,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,169,776
Employer contributions (assets) at end of year2016-12-31$957,394
Employer contributions (assets) at beginning of year2016-12-31$521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,120,904
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$0
Total income from all sources (including contributions)2015-12-31$42,460,250
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,672,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,658,227
Value of total corrective distributions2015-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$42,529,097
Value of total assets at end of year2015-12-31$484,866,614
Value of total assets at beginning of year2015-12-31$479,078,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,290
Total interest from all sources2015-12-31$148,325
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,400,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,400,618
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$18,842,949
Participant contributions at end of year2015-12-31$149
Participant contributions at beginning of year2015-12-31$1,828
Participant contributions at end of year2015-12-31$1,758
Participant contributions at beginning of year2015-12-31$1,555
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,315,431
Administrative expenses (other) incurred2015-12-31$14,290
Total non interest bearing cash at end of year2015-12-31$66,315
Total non interest bearing cash at beginning of year2015-12-31$2,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,787,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$484,866,614
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$479,078,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$470,379,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$464,949,769
Interest on participant loans2015-12-31$101
Interest earned on other investments2015-12-31$148,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,418,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,987,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,617,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,370,717
Employer contributions (assets) at end of year2015-12-31$521
Employer contributions (assets) at beginning of year2015-12-31$135,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,658,227
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$5,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$63,997,045
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$33,693,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,682,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,284,578
Value of total assets at end of year2014-12-31$479,078,894
Value of total assets at beginning of year2014-12-31$448,780,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,782
Total interest from all sources2014-12-31$181,382
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,054,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$38,054,240
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$17,423,395
Participant contributions at end of year2014-12-31$1,828
Participant contributions at beginning of year2014-12-31$2,167
Participant contributions at end of year2014-12-31$1,555
Participant contributions at beginning of year2014-12-31$558
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$932,161
Administrative expenses (other) incurred2014-12-31$10,782
Total non interest bearing cash at end of year2014-12-31$2,321
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$30,303,382
Value of net assets at end of year (total assets less liabilities)2014-12-31$479,078,894
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$448,780,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$464,949,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$433,626,312
Interest on participant loans2014-12-31$48
Interest earned on other investments2014-12-31$181,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,987,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,150,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-13,523,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,929,022
Employer contributions (assets) at end of year2014-12-31$135,433
Employer contributions (assets) at beginning of year2014-12-31$803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,682,881
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$97,778,332
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,629,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,560,135
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,161,036
Value of total assets at end of year2013-12-31$448,780,694
Value of total assets at beginning of year2013-12-31$382,632,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,545
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$240,187
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,212,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,212,261
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,461,265
Participant contributions at end of year2013-12-31$2,167
Participant contributions at beginning of year2013-12-31$2,386
Participant contributions at end of year2013-12-31$558
Participant contributions at beginning of year2013-12-31$1,193
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$704,484
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$69,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$66,148,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$448,780,694
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$382,632,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$433,626,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$367,745,778
Interest on participant loans2013-12-31$17
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$240,170
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,150,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,879,416
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$50,164,848
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,995,287
Employer contributions (assets) at end of year2013-12-31$803
Employer contributions (assets) at beginning of year2013-12-31$3,269
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,560,135
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$74,034,277
Total of all expenses incurred2012-12-31$23,349,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,336,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$36,333,397
Value of total assets at end of year2012-12-31$382,632,042
Value of total assets at beginning of year2012-12-31$331,947,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,665
Total interest from all sources2012-12-31$319,867
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,158,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,158,350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,776,157
Participant contributions at end of year2012-12-31$2,386
Participant contributions at beginning of year2012-12-31$4,625
Participant contributions at end of year2012-12-31$1,193
Participant contributions at beginning of year2012-12-31$323
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$979,221
Administrative expenses (other) incurred2012-12-31$13,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$50,684,558
Value of net assets at end of year (total assets less liabilities)2012-12-31$382,632,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$331,947,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$367,745,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$318,440,539
Interest on participant loans2012-12-31$265
Interest earned on other investments2012-12-31$319,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,879,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,499,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,222,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,578,019
Employer contributions (assets) at end of year2012-12-31$3,269
Employer contributions (assets) at beginning of year2012-12-31$2,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,336,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,457
Total income from all sources (including contributions)2011-12-31$27,878,136
Total of all expenses incurred2011-12-31$23,101,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,061,931
Value of total corrective distributions2011-12-31$23,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,503,343
Value of total assets at end of year2011-12-31$331,947,484
Value of total assets at beginning of year2011-12-31$327,194,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,234
Total interest from all sources2011-12-31$402,617
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,616,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,616,426
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,973,654
Participant contributions at end of year2011-12-31$4,625
Participant contributions at beginning of year2011-12-31$7,337
Participant contributions at end of year2011-12-31$323
Participant contributions at beginning of year2011-12-31$302
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$783,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$23,457
Administrative expenses (other) incurred2011-12-31$16,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,776,514
Value of net assets at end of year (total assets less liabilities)2011-12-31$331,947,484
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$327,170,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$318,440,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$317,525,581
Interest on participant loans2011-12-31$532
Interest earned on other investments2011-12-31$402,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,499,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,659,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,644,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,746,300
Employer contributions (assets) at end of year2011-12-31$2,336
Employer contributions (assets) at beginning of year2011-12-31$1,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,061,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$4,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$147
Total income from all sources (including contributions)2010-12-31$71,324,108
Total of all expenses incurred2010-12-31$17,266,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,242,532
Value of total corrective distributions2010-12-31$578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$35,012,057
Value of total assets at end of year2010-12-31$327,194,427
Value of total assets at beginning of year2010-12-31$273,117,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,080
Total interest from all sources2010-12-31$360,524
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,566,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,566,584
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,955,266
Participant contributions at end of year2010-12-31$7,337
Participant contributions at beginning of year2010-12-31$10,425
Participant contributions at end of year2010-12-31$302
Participant contributions at beginning of year2010-12-31$721
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$864,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$23,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$147
Administrative expenses (other) incurred2010-12-31$23,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$54,057,918
Value of net assets at end of year (total assets less liabilities)2010-12-31$327,170,970
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$273,117,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$317,525,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$265,657,190
Interest on participant loans2010-12-31$778
Interest earned on other investments2010-12-31$349,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,659,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,445,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$30,384,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,192,356
Employer contributions (assets) at end of year2010-12-31$1,506
Employer contributions (assets) at beginning of year2010-12-31$3,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,242,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN

2022: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number436234/711533
Policy instance 1
Insurance contract or identification number436234/711533
Number of Individuals Covered189
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,521
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35521
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number436234/711533
Policy instance 1
Insurance contract or identification number436234/711533
Number of Individuals Covered171
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,079
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees29079
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number436234/711533
Policy instance 1
Insurance contract or identification number436234/711533
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,128
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24128
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number436234/711533
Policy instance 1
Insurance contract or identification number436234/711533
Number of Individuals Covered161
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,984
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24984
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number436234/711533
Policy instance 1
Insurance contract or identification number436234/711533
Number of Individuals Covered192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,600
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31600
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER

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