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PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN
Plan identification number 002

PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEACEHEALTH SOUTHWEST MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:PEACEHEALTH SOUTHWEST MEDICAL CENTER
Employer identification number (EIN):916068143
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about PEACEHEALTH SOUTHWEST MEDICAL CENTER

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1966-07-20
Company Identification Number: 600250191
Legal Registered Office Address: 1115 SE 164TH AVENUE

VANCOUVER
United States of America (USA)
98683

More information about PEACEHEALTH SOUTHWEST MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01CHRISTINE FULLERTON
0022011-01-01CHRISTINE FULLERTON
0022010-01-01CHRISTINE FULLERTON
0022009-01-01CHRISTINE FULLERTON
0022009-01-01CHRISTINE FULLERTON

Plan Statistics for PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2012: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,194
Total number of active participants reported on line 7a of the Form 55002012-01-012,627
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01721
Total of all active and inactive participants2012-01-013,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-013,376
Number of participants with account balances2012-01-013,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,785
Total number of active participants reported on line 7a of the Form 55002011-01-012,570
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01597
Total of all active and inactive participants2011-01-013,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-013,194
Number of participants with account balances2011-01-013,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,622
Total number of active participants reported on line 7a of the Form 55002010-01-012,189
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-01569
Total of all active and inactive participants2010-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-012,785
Number of participants with account balances2010-01-012,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,542
Total number of active participants reported on line 7a of the Form 55002009-01-012,093
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01515
Total of all active and inactive participants2009-01-012,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-012,622
Number of participants with account balances2009-01-012,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2012 : PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$30,763,422
Total of all expenses incurred2012-12-31$10,307,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,042,922
Expenses. Certain deemed distributions of participant loans2012-12-31$203,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,808,540
Value of total assets at end of year2012-12-31$156,668,008
Value of total assets at beginning of year2012-12-31$136,212,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,125
Total interest from all sources2012-12-31$78,261
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,026,436
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$3,026,436
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$13,895,349
Participant contributions at end of year2012-12-31$2,426,785
Participant contributions at beginning of year2012-12-31$2,323,790
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,136,014
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,451,705
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$913,191
Other income not declared elsewhere2012-12-31$567,477
Administrative expenses (other) incurred2012-12-31$61,125
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$20,455,772
Value of net assets at end of year (total assets less liabilities)2012-12-31$156,668,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$136,212,236
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$113,610,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$94,665,650
Value of interest in pooled separate accounts at end of year2012-12-31$27,361,537
Value of interest in pooled separate accounts at beginning of year2012-12-31$26,178,883
Interest on participant loans2012-12-31$78,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,133,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,592,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,624,845
Net investment gain/loss from pooled separate accounts2012-12-31$657,863
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,042,922
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$13,939,128
Total of all expenses incurred2011-12-31$9,600,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,281,743
Expenses. Certain deemed distributions of participant loans2011-12-31$248,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,751,196
Value of total assets at end of year2011-12-31$136,212,236
Value of total assets at beginning of year2011-12-31$131,873,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,758
Total interest from all sources2011-12-31$372,412
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,287,938
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$2,287,938
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$12,936,968
Participant contributions at end of year2011-12-31$2,323,790
Participant contributions at beginning of year2011-12-31$2,235,648
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,451,705
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,680,907
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,814,228
Other income not declared elsewhere2011-12-31$-203,085
Administrative expenses (other) incurred2011-12-31$69,758
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$4,338,825
Value of net assets at end of year (total assets less liabilities)2011-12-31$136,212,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$131,873,411
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$94,665,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$91,052,134
Value of interest in pooled separate accounts at end of year2011-12-31$26,178,883
Value of interest in pooled separate accounts at beginning of year2011-12-31$25,000,203
Interest on participant loans2011-12-31$88,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$283,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,592,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,904,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,145,727
Net investment gain/loss from pooled separate accounts2011-12-31$-123,606
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,281,743
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 plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$26,570,060
Total of all expenses incurred2010-12-31$10,755,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,507,970
Expenses. Certain deemed distributions of participant loans2010-12-31$190,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,190,265
Value of total assets at end of year2010-12-31$131,873,411
Value of total assets at beginning of year2010-12-31$116,059,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57,850
Total interest from all sources2010-12-31$83,181
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,591,238
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$2,591,238
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$11,898,584
Participant contributions at end of year2010-12-31$2,235,648
Participant contributions at beginning of year2010-12-31$1,715,369
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,680,907
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,197,548
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,291,681
Other income not declared elsewhere2010-12-31$549,695
Administrative expenses (other) incurred2010-12-31$57,850
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$15,814,068
Value of net assets at end of year (total assets less liabilities)2010-12-31$131,873,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$116,059,343
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$91,052,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$78,775,075
Value of interest in pooled separate accounts at end of year2010-12-31$25,000,203
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,645,846
Interest on participant loans2010-12-31$83,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,401,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,401,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,904,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,324,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,418,772
Net investment gain/loss from pooled separate accounts2010-12-31$736,909
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,507,970
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT 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 PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN

2012: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT 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

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