401k Plan data: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN plan

POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN
Plan identification number	009

POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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)(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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEHIGH VALLEY HEALTH NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEHIGH VALLEY HEALTH NETWORK, INC.

Employer identification number (EIN): 222458317

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2022-01-01
009 2021-01-01
009 2020-01-01
009 2019-01-01
009 2018-01-01

Plan Statistics for POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,615
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,725
Number of retired or separated participants receiving benefits 2022-01-01 44
Number of other retired or separated participants entitled to future benefits 2022-01-01 577
Total of all active and inactive participants 2022-01-01 2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,346
Number of participants with account balances 2022-01-01 1,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,336
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,656
Number of retired or separated participants receiving benefits 2021-01-01 52
Number of other retired or separated participants entitled to future benefits 2021-01-01 907
Total of all active and inactive participants 2021-01-01 2,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,615
Number of participants with account balances 2021-01-01 2,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,626
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,555
Number of retired or separated participants receiving benefits 2020-01-01 37
Number of other retired or separated participants entitled to future benefits 2020-01-01 742
Total of all active and inactive participants 2020-01-01 2,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 2,336
Number of participants with account balances 2020-01-01 2,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,561
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,938
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 672
Total of all active and inactive participants 2019-01-01 2,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,610
Number of participants with account balances 2019-01-01 2,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,442
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,960
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 617
Total of all active and inactive participants 2018-01-01 2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,577
Number of participants with account balances 2018-01-01 2,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 53

Measure	Date	Value
2022: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,615
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,725
Number of retired or separated participants receiving benefits	2022-01-01	44
Number of other retired or separated participants entitled to future benefits	2022-01-01	577
Total of all active and inactive participants	2022-01-01	2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,346
Number of participants with account balances	2022-01-01	1,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,336
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,656
Number of retired or separated participants receiving benefits	2021-01-01	52
Number of other retired or separated participants entitled to future benefits	2021-01-01	907
Total of all active and inactive participants	2021-01-01	2,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,615
Number of participants with account balances	2021-01-01	2,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,626
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,555
Number of retired or separated participants receiving benefits	2020-01-01	37
Number of other retired or separated participants entitled to future benefits	2020-01-01	742
Total of all active and inactive participants	2020-01-01	2,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	2,336
Number of participants with account balances	2020-01-01	2,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,561
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,938
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	672
Total of all active and inactive participants	2019-01-01	2,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,610
Number of participants with account balances	2019-01-01	2,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,442
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,960
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	617
Total of all active and inactive participants	2018-01-01	2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,577
Number of participants with account balances	2018-01-01	2,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	53

Financial Data on POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$49,054,720
Total income from all sources (including contributions)	2022-12-31	$-15,281,210
Total of all expenses incurred	2022-12-31	$8,715,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,623,653
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,350,913
Value of total assets at end of year	2022-12-31	$35,525,413
Value of total assets at beginning of year	2022-12-31	$108,576,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,002
Total interest from all sources	2022-12-31	$382,547
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,558,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,558,650
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,427,437
Participant contributions at end of year	2022-12-31	$276,772
Participant contributions at beginning of year	2022-12-31	$1,047,422
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$588,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-23,996,512
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$35,525,413
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$108,576,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,417,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$87,148,381
Interest on participant loans	2022-12-31	$42,383
Interest earned on other investments	2022-12-31	$340,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,167,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$18,807,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,573,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,334,762
Employer contributions (assets) at end of year	2022-12-31	$663,714
Employer contributions (assets) at beginning of year	2022-12-31	$1,573,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,623,653
Contract administrator fees	2022-12-31	$89,002
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390850991
2021 : POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$21,623,272
Total of all expenses incurred	2021-12-31	$7,917,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,783,987
Expenses. Certain deemed distributions of participant loans	2021-12-31	$39,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,377,346
Value of total assets at end of year	2021-12-31	$108,576,645
Value of total assets at beginning of year	2021-12-31	$94,870,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$93,881
Total interest from all sources	2021-12-31	$399,498
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,091,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,091,535
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,923,142
Participant contributions at end of year	2021-12-31	$1,047,422
Participant contributions at beginning of year	2021-12-31	$1,102,525
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,134,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$13,706,117
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$108,576,645
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$94,870,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$87,148,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$73,355,632
Interest on participant loans	2021-12-31	$52,825
Interest earned on other investments	2021-12-31	$346,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$18,807,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$18,625,268
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,774,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,754,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,319,209
Employer contributions (assets) at end of year	2021-12-31	$1,573,632
Employer contributions (assets) at beginning of year	2021-12-31	$1,787,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,009,812
Contract administrator fees	2021-12-31	$93,881
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390850991
2020 : POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$20,313,890
Total of all expenses incurred	2020-12-31	$6,016,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,903,380
Expenses. Certain deemed distributions of participant loans	2020-12-31	$21,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,438,485
Value of total assets at end of year	2020-12-31	$94,870,528
Value of total assets at beginning of year	2020-12-31	$80,573,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$91,860
Total interest from all sources	2020-12-31	$417,094
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,720,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,720,535
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,980,821
Participant contributions at end of year	2020-12-31	$1,102,525
Participant contributions at beginning of year	2020-12-31	$1,082,497
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$22,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$14,297,183
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$94,870,528
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$80,573,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$73,355,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$62,213,605
Interest on participant loans	2020-12-31	$62,366
Interest earned on other investments	2020-12-31	$354,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$18,625,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$15,444,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,737,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,434,998
Employer contributions (assets) at end of year	2020-12-31	$1,787,103
Employer contributions (assets) at beginning of year	2020-12-31	$1,832,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,903,380
Contract administrator fees	2020-12-31	$91,860
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$21,513,043
Total of all expenses incurred	2019-12-31	$6,424,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,312,596
Value of total corrective distributions	2019-12-31	$5,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,264,834
Value of total assets at end of year	2019-12-31	$80,573,346
Value of total assets at beginning of year	2019-12-31	$65,484,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$105,662
Total interest from all sources	2019-12-31	$418,531
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,093,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,093,791
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,988,191
Participant contributions at end of year	2019-12-31	$1,082,498
Participant contributions at beginning of year	2019-12-31	$853,118
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$748,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,089,001
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$80,573,346
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$65,484,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$62,213,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$47,683,487
Interest on participant loans	2019-12-31	$52,798
Interest earned on other investments	2019-12-31	$365,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$15,444,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,279,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,735,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,527,681
Employer contributions (assets) at end of year	2019-12-31	$1,832,424
Employer contributions (assets) at beginning of year	2019-12-31	$1,668,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,312,596
Contract administrator fees	2019-12-31	$105,662
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$5,583,435
Total of all expenses incurred	2018-12-31	$6,051,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,908,506
Expenses. Certain deemed distributions of participant loans	2018-12-31	$8,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,311,368
Value of total assets at end of year	2018-12-31	$65,484,345
Value of total assets at beginning of year	2018-12-31	$65,952,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$135,086
Total interest from all sources	2018-12-31	$363,125
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,247,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,247,014
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,705,454
Participant contributions at end of year	2018-12-31	$853,118
Participant contributions at beginning of year	2018-12-31	$864,006
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$259,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-468,235
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$65,484,345
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$65,952,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$47,683,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$48,962,157
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$31,389
Interest earned on other investments	2018-12-31	$331,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,279,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$14,436,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,338,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,346,510
Employer contributions (assets) at end of year	2018-12-31	$1,668,115
Employer contributions (assets) at beginning of year	2018-12-31	$1,689,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,908,506
Contract administrator fees	2018-12-31	$135,086
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910

Form 5500 Responses for POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

2022: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70867

Policy instance

Insurance contract or identification number	70867
Number of Individuals Covered	1072
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K0409A

Policy instance

Insurance contract or identification number	K0409A
Number of Individuals Covered	11
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G48182

Policy instance

Insurance contract or identification number	G48182
Number of Individuals Covered	9
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1013631-01

Policy instance

Insurance contract or identification number	1013631-01
Number of Individuals Covered	62
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1013631-01

Policy instance

Insurance contract or identification number	1013631-01
Number of Individuals Covered	68
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G48182

Policy instance

Insurance contract or identification number	G48182
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K0409A

Policy instance

Insurance contract or identification number	K0409A
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70867

Policy instance

Insurance contract or identification number	70867
Number of Individuals Covered	2301
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70867

Policy instance

Insurance contract or identification number	70867
Number of Individuals Covered	2213
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K0409A

Policy instance

Insurance contract or identification number	K0409A
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G48182

Policy instance

Insurance contract or identification number	G48182
Number of Individuals Covered	9
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1013631-01

Policy instance

Insurance contract or identification number	1013631-01
Number of Individuals Covered	73
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1013631-01

Policy instance

Insurance contract or identification number	1013631-01
Number of Individuals Covered	76
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G48182

Policy instance

Insurance contract or identification number	G48182
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70867

Policy instance

Insurance contract or identification number	70867
Number of Individuals Covered	2141
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K0409A

Policy instance

Insurance contract or identification number	K0409A
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08589

Policy instance

Insurance contract or identification number	CR08589
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1013631-01

Policy instance

Insurance contract or identification number	1013631-01
Number of Individuals Covered	77
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G48182

Policy instance

Insurance contract or identification number	G48182
Number of Individuals Covered	10
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70867

Policy instance

Insurance contract or identification number	70867
Number of Individuals Covered	2104
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K0409A

Policy instance

Insurance contract or identification number	K0409A
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR08589

Policy instance

Insurance contract or identification number	CR08589
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

Potentially related plans

POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN [EIN = 240795623]

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Company Name:	LEHIGH VALLEY HEALTH NETWORK, INC.
Employer identification number (EIN):	222458317
NAIC Classification:	622000
NAIC Description:	Hospitals