401k Plan data: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN plan

ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 401k Plan overview

Plan Name	ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN
Plan identification number	004

ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

CHI ST. LUKE'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name: CHI ST. LUKE'S HEALTH

Employer identification number (EIN): 760536232

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-01-01 SUSAN BAILEY-NEWELL
004 2013-01-01 TARA BLANSIT TARA BLANSIT 2014-10-15
004 2012-01-01 SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL 2013-10-15
004 2011-01-01 SUSAN BAILEY-NEWELL
004 2009-01-01 DEBORAH MAHANNAH DEBORAH MAHANNAH 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2014-01-01	SUSAN BAILEY-NEWELL
004	2013-01-01	TARA BLANSIT	TARA BLANSIT	2014-10-15
004	2012-01-01	SUSAN BAILEY-NEWELL	SUSAN BAILEY-NEWELL	2013-10-15
004	2011-01-01	SUSAN BAILEY-NEWELL
004	2009-01-01	DEBORAH MAHANNAH	DEBORAH MAHANNAH	2010-10-14

Plan Statistics for ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN

401k plan membership statisitcs for ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 198
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 84
Total of all active and inactive participants 2013-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 282
Number of participants with account balances 2013-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 237
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 77
Total of all active and inactive participants 2012-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 314
Number of participants with account balances 2012-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 281
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 75
Total of all active and inactive participants 2011-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 356
Number of participants with account balances 2011-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 317
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 91
Total of all active and inactive participants 2009-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 408
Number of participants with account balances 2009-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	198
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	84
Total of all active and inactive participants	2013-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	282
Number of participants with account balances	2013-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	237
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	77
Total of all active and inactive participants	2012-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	314
Number of participants with account balances	2012-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	281
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	75
Total of all active and inactive participants	2011-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	356
Number of participants with account balances	2011-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	317
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	91
Total of all active and inactive participants	2009-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	408
Number of participants with account balances	2009-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN

Measure	Date	Value
2014 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$1,665,959
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	$134,997
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$740,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$739,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$35,588
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$2,270,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$503
Total interest from all sources	2014-12-31	$12,867
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$50,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$50,646
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$25,539
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$78,769
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-605,031
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,270,990
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,628,879
Interest on participant loans	2014-12-31	$1,085
Interest earned on other investments	2014-12-31	$11,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$563,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$35,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$10,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$739,525
Contract administrator fees	2014-12-31	$503
Did the plan have assets held for investment	2014-12-31	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	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	Yes
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	ERNST & YOUNG
Accountancy firm EIN	2014-12-31	346565596
2013 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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
Total income from all sources (including contributions)	2013-12-31	$435,656
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$237,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$273,881
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$-37,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$72,706
Value of total assets at end of year	2013-12-31	$2,270,990
Value of total assets at beginning of year	2013-12-31	$2,072,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,060
Total interest from all sources	2013-12-31	$14,644
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$49,086
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$49,086
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$52,319
Participant contributions at end of year	2013-12-31	$78,769
Participant contributions at beginning of year	2013-12-31	$97,772
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$198,238
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,270,990
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,072,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,628,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,431,069
Interest on participant loans	2013-12-31	$2,536
Interest earned on other investments	2013-12-31	$12,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$563,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$543,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$299,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$20,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$273,881
Contract administrator fees	2013-12-31	$1,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2013-12-31	346565596
2012 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$316,801
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$334,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$332,471
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$100,555
Value of total assets at end of year	2012-12-31	$2,072,752
Value of total assets at beginning of year	2012-12-31	$2,089,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,565
Total interest from all sources	2012-12-31	$20,600
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$32,349
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$32,349
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$72,442
Participant contributions at end of year	2012-12-31	$97,772
Participant contributions at beginning of year	2012-12-31	$109,381
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,845
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-17,235
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,072,752
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,089,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,431,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,416,232
Interest on participant loans	2012-12-31	$4,523
Interest earned on other investments	2012-12-31	$16,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$543,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$562,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$163,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$28,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$332,471
Contract administrator fees	2012-12-31	$1,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
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 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$0
Total income from all sources (including contributions)	2011-12-31	$287,448
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$167,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$166,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$293,797
Value of total assets at end of year	2011-12-31	$2,089,987
Value of total assets at beginning of year	2011-12-31	$1,970,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,378
Total interest from all sources	2011-12-31	$18,845
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$43,110
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$43,110
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Contributions received from participants	2011-12-31	$98,614
Participant contributions at end of year	2011-12-31	$109,381
Participant contributions at beginning of year	2011-12-31	$126,260
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,845
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,082
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$164,543
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	$119,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,089,987
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,970,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,416,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,472,863
Interest on participant loans	2011-12-31	$4,889
Interest earned on other investments	2011-12-31	$13,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$562,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$370,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-68,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$30,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$166,346
Contract administrator fees	2011-12-31	$1,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
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 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$365,888
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$295,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$287,836
Expenses. Certain deemed distributions of participant loans	2010-12-31	$6,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$148,375
Value of total assets at end of year	2010-12-31	$1,970,263
Value of total assets at beginning of year	2010-12-31	$1,899,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,228
Total interest from all sources	2010-12-31	$19,089
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$27,344
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$27,344
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$105,709
Participant contributions at end of year	2010-12-31	$126,260
Participant contributions at beginning of year	2010-12-31	$71,846
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,082
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$352
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	$70,494
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,970,263
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,899,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,472,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,388,993
Interest on participant loans	2010-12-31	$4,099
Interest earned on other investments	2010-12-31	$14,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$370,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$438,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$171,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$42,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$287,836
Contract administrator fees	2010-12-31	$1,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG
Accountancy firm EIN	2010-12-31	346565596
2009 : ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) 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 ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN

2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHI ST. LUKE'S HEALTH
Employer identification number (EIN):	760536232
NAIC Classification:	622000
NAIC Description:	Hospitals