401k Plan data: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN plan

LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN
Plan identification number	001

LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN Benefits

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

401k Sponsoring company profile

GEISINGER-LEWISTOWN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: GEISINGER-LEWISTOWN HOSPITAL

Employer identification number (EIN): 231352187

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-07-01 WENDY M. MARSHALL
001 2014-07-01 WENDY MARSHALL
001 2013-07-01 WENDY MARSHALL
001 2012-07-01 SUE REINKE SUE REINKE 2014-04-15
001 2011-07-01 SUE REINKE SUE REINKE 2013-04-15
001 2010-07-01 NANCY SUE REINKE NANCY SUE REINKE 2012-04-16
001 2009-07-01 SUE REINKE SUE REINKE 2011-03-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-07-01	WENDY M. MARSHALL
001	2014-07-01	WENDY MARSHALL
001	2013-07-01	WENDY MARSHALL
001	2012-07-01	SUE REINKE	SUE REINKE	2014-04-15
001	2011-07-01	SUE REINKE	SUE REINKE	2013-04-15
001	2010-07-01	NANCY SUE REINKE	NANCY SUE REINKE	2012-04-16
001	2009-07-01	SUE REINKE	SUE REINKE	2011-03-22

Plan Statistics for LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN

Measure Date Value
2015: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,316
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 486
Number of retired or separated participants receiving benefits 2015-07-01 420
Number of other retired or separated participants entitled to future benefits 2015-07-01 360
Total of all active and inactive participants 2015-07-01 1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 31
Total participants 2015-07-01 1,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,317
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 507
Number of retired or separated participants receiving benefits 2014-07-01 403
Number of other retired or separated participants entitled to future benefits 2014-07-01 377
Total of all active and inactive participants 2014-07-01 1,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 29
Total participants 2014-07-01 1,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 6
2013: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,342
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 532
Number of retired or separated participants receiving benefits 2013-07-01 373
Number of other retired or separated participants entitled to future benefits 2013-07-01 386
Total of all active and inactive participants 2013-07-01 1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 26
Total participants 2013-07-01 1,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 6
2012: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,353
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 538
Number of retired or separated participants receiving benefits 2012-07-01 356
Number of other retired or separated participants entitled to future benefits 2012-07-01 425
Total of all active and inactive participants 2012-07-01 1,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 23
Total participants 2012-07-01 1,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 22
2011: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,366
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 571
Number of retired or separated participants receiving benefits 2011-07-01 330
Number of other retired or separated participants entitled to future benefits 2011-07-01 425
Total of all active and inactive participants 2011-07-01 1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 27
Total participants 2011-07-01 1,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 22
2010: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,345
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 608
Number of retired or separated participants receiving benefits 2010-07-01 311
Number of other retired or separated participants entitled to future benefits 2010-07-01 413
Total of all active and inactive participants 2010-07-01 1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 26
Total participants 2010-07-01 1,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 43
2009: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,323
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 614
Number of retired or separated participants receiving benefits 2009-07-01 298
Number of other retired or separated participants entitled to future benefits 2009-07-01 408
Total of all active and inactive participants 2009-07-01 1,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 25
Total participants 2009-07-01 1,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 21

Measure	Date	Value
2015: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,316
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	486
Number of retired or separated participants receiving benefits	2015-07-01	420
Number of other retired or separated participants entitled to future benefits	2015-07-01	360
Total of all active and inactive participants	2015-07-01	1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	31
Total participants	2015-07-01	1,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,317
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	507
Number of retired or separated participants receiving benefits	2014-07-01	403
Number of other retired or separated participants entitled to future benefits	2014-07-01	377
Total of all active and inactive participants	2014-07-01	1,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	29
Total participants	2014-07-01	1,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	6
2013: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,342
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	532
Number of retired or separated participants receiving benefits	2013-07-01	373
Number of other retired or separated participants entitled to future benefits	2013-07-01	386
Total of all active and inactive participants	2013-07-01	1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	26
Total participants	2013-07-01	1,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	6
2012: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,353
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	538
Number of retired or separated participants receiving benefits	2012-07-01	356
Number of other retired or separated participants entitled to future benefits	2012-07-01	425
Total of all active and inactive participants	2012-07-01	1,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	23
Total participants	2012-07-01	1,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	22
2011: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,366
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	571
Number of retired or separated participants receiving benefits	2011-07-01	330
Number of other retired or separated participants entitled to future benefits	2011-07-01	425
Total of all active and inactive participants	2011-07-01	1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	27
Total participants	2011-07-01	1,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	22
2010: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,345
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	608
Number of retired or separated participants receiving benefits	2010-07-01	311
Number of other retired or separated participants entitled to future benefits	2010-07-01	413
Total of all active and inactive participants	2010-07-01	1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	26
Total participants	2010-07-01	1,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	43
2009: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,323
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	614
Number of retired or separated participants receiving benefits	2009-07-01	298
Number of other retired or separated participants entitled to future benefits	2009-07-01	408
Total of all active and inactive participants	2009-07-01	1,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	25
Total participants	2009-07-01	1,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	21

Financial Data on LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN

Measure	Date	Value
2016 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$23,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$25,529
Total income from all sources (including contributions)	2016-06-30	$-1,142,401
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$3,745,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,112,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$69,833,478
Value of total assets at beginning of year	2016-06-30	$74,723,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$633,214
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,642,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,642,172
Administrative expenses professional fees incurred	2016-06-30	$153,076
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$23,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$25,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$23,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$25,529
Administrative expenses (other) incurred	2016-06-30	$395,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-4,887,753
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$69,810,453
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$74,698,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$84,990
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$66,227,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$69,967,349
Value of interest in common/collective trusts at end of year	2016-06-30	$3,582,280
Value of interest in common/collective trusts at beginning of year	2016-06-30	$4,730,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-2,796,504
Net investment gain or loss from common/collective trusts	2016-06-30	$11,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$0
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$3,112,138
Contract administrator fees	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GRANT THORNTON, LLP
Accountancy firm EIN	2016-06-30	366055558
2015 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$25,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$24,552
Total income from all sources (including contributions)	2015-06-30	$492,187
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$3,166,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,771,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$918,000
Value of total assets at end of year	2015-06-30	$74,723,735
Value of total assets at beginning of year	2015-06-30	$77,397,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$394,974
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$117,054
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$25,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$24,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$25,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$24,552
Administrative expenses (other) incurred	2015-06-30	$213,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-2,674,595
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$74,698,206
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$77,372,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$64,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$69,967,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$77,067,747
Value of interest in common/collective trusts at end of year	2015-06-30	$4,730,818
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-431,250
Net investment gain or loss from common/collective trusts	2015-06-30	$5,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$918,000
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$305,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,771,808
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	GRANT THORNTON, LLP
Accountancy firm EIN	2015-06-30	366055558
2014 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$24,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$10,967,844
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$2,571,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,521,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,305,000
Value of total assets at end of year	2014-06-30	$77,397,353
Value of total assets at beginning of year	2014-06-30	$68,976,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$49,602
Total interest from all sources	2014-06-30	$37,934
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$24,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$24,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$-40,277
Administrative expenses (other) incurred	2014-06-30	$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$8,396,653
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$77,372,801
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$68,976,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$77,067,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$0
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$65,589,819
Interest earned on other investments	2014-06-30	$37,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,386,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$530,336
Net investment gain/loss from pooled separate accounts	2014-06-30	$9,134,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,305,000
Employer contributions (assets) at end of year	2014-06-30	$305,000
Employer contributions (assets) at beginning of year	2014-06-30	$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,521,589
Contract administrator fees	2014-06-30	$49,427
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	GRANT THORNTON, LLP
Accountancy firm EIN	2014-06-30	366055558
2013 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$11,450,085
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,365,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,323,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$5,700,000
Value of total assets at end of year	2013-06-30	$68,864,564
Value of total assets at beginning of year	2013-06-30	$59,780,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$41,862
Total interest from all sources	2013-06-30	$74,253
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Administrative expenses (other) incurred	2013-06-30	$41,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$9,084,240
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$68,864,564
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$59,780,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$65,589,819
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$58,063,988
Interest earned on other investments	2013-06-30	$74,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,274,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,716,336
Net investment gain/loss from pooled separate accounts	2013-06-30	$5,675,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$5,700,000
Employer contributions (assets) at end of year	2013-06-30	$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,323,983
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	PARENTEBEARD LLC
Accountancy firm EIN	2013-06-30	232932984
2012 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$5,864,125
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,127,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,089,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$4,020,000
Value of total assets at end of year	2012-06-30	$59,780,324
Value of total assets at beginning of year	2012-06-30	$56,043,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$37,845
Total interest from all sources	2012-06-30	$81,212
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$37,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$3,736,497
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$59,780,324
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$56,043,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$58,063,988
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$54,409,186
Interest earned on other investments	2012-06-30	$81,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,716,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,634,641
Net investment gain/loss from pooled separate accounts	2012-06-30	$1,762,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$4,020,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,089,783
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PARENTE BEARD LLC
Accountancy firm EIN	2012-06-30	232932984
2011 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$12,371,979
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,921,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,886,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$4,020,000
Value of total assets at end of year	2011-06-30	$56,043,827
Value of total assets at beginning of year	2011-06-30	$45,592,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$34,485
Total interest from all sources	2011-06-30	$77,622
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Administrative expenses (other) incurred	2011-06-30	$34,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$10,450,908
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$56,043,827
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$45,592,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$54,409,186
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$44,124,829
Interest earned on other investments	2011-06-30	$77,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,634,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,468,090
Net investment gain/loss from pooled separate accounts	2011-06-30	$8,274,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$4,020,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,886,586
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PARENTEBEARD LLC
Accountancy firm EIN	2011-06-30	232932984
2010 : LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN

2015: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: LEWISTOWN HOSPITAL EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

017099

Policy instance

Insurance contract or identification number	017099
Number of Individuals Covered	0
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-17099

Policy instance

Insurance contract or identification number	IN-17099
Number of Individuals Covered	1342
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-17099

Policy instance

Insurance contract or identification number	IN-17099
Number of Individuals Covered	1353
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-17099

Policy instance

Insurance contract or identification number	IN-17099
Number of Individuals Covered	1358
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	GEISINGER-LEWISTOWN HOSPITAL
Employer identification number (EIN):	231352187
NAIC Classification:	622000
NAIC Description:	Hospitals