401k Plan data: PINNACLE HEALTH SYSTEM PENSION PLAN plan

PINNACLE HEALTH SYSTEM PENSION PLAN 401k Plan overview

Plan Name	PINNACLE HEALTH SYSTEM PENSION PLAN
Plan identification number	004

PINNACLE HEALTH SYSTEM PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).

401k Sponsoring company profile

UPMC PINNACLE has sponsored the creation of one or more 401k plans.

Company Name: UPMC PINNACLE

Employer identification number (EIN): 251778658

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about UPMC PINNACLE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 2669164

More information about UPMC PINNACLE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE HEALTH SYSTEM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01 ANN GORMLEY ANN GORMLEY 2016-10-13
004 2014-01-01 WILLIAM H PUGH RICHARD BAUM 2015-10-14
004 2013-01-01 WILLIAM H PUGH NANCY HAMMONDS 2014-10-14
004 2012-01-01 WILLIAM H. PUGH NANCY J. HAMMONDS 2013-10-11
004 2011-01-01 NANCY J. HAMMONDS NANCY J. HAMMONDS 2012-12-28
004 2010-01-01 WILLIAM H. PUGH NANCY J. HAMMONDS 2011-10-17
004 2009-01-01 WILLIAM H. PUGH NANCY J. HAMMONDS 2010-10-13
004 2009-01-01 NANCY J. HAMMONDS 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2015-01-01	ANN GORMLEY	ANN GORMLEY	2016-10-13
004	2014-01-01	WILLIAM H PUGH	RICHARD BAUM	2015-10-14
004	2013-01-01	WILLIAM H PUGH	NANCY HAMMONDS	2014-10-14
004	2012-01-01	WILLIAM H. PUGH	NANCY J. HAMMONDS	2013-10-11
004	2011-01-01	NANCY J. HAMMONDS	NANCY J. HAMMONDS	2012-12-28
004	2010-01-01	WILLIAM H. PUGH	NANCY J. HAMMONDS	2011-10-17
004	2009-01-01	WILLIAM H. PUGH	NANCY J. HAMMONDS	2010-10-13
004	2009-01-01		NANCY J. HAMMONDS	2010-10-13

Plan Statistics for PINNACLE HEALTH SYSTEM PENSION PLAN

401k plan membership statisitcs for PINNACLE HEALTH SYSTEM PENSION PLAN

Measure Date Value
2015: PINNACLE HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,913
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PINNACLE HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,838
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,851
Number of retired or separated participants receiving benefits 2014-01-01 29
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,033
Total of all active and inactive participants 2014-01-01 2,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PINNACLE HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6,409
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,050
Number of retired or separated participants receiving benefits 2013-01-01 43
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,730
Total of all active and inactive participants 2013-01-01 3,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 15
Total participants 2013-01-01 3,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: PINNACLE HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6,949
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,235
Number of retired or separated participants receiving benefits 2012-01-01 1,659
Number of other retired or separated participants entitled to future benefits 2012-01-01 2,427
Total of all active and inactive participants 2012-01-01 6,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 88
Total participants 2012-01-01 6,409
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: PINNACLE HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6,978
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,443
Number of retired or separated participants receiving benefits 2011-01-01 1,575
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,853
Total of all active and inactive participants 2011-01-01 6,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 78
Total participants 2011-01-01 6,949
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: PINNACLE HEALTH SYSTEM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7,021
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,575
Number of retired or separated participants receiving benefits 2010-01-01 1,460
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,859
Total of all active and inactive participants 2010-01-01 6,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 84
Total participants 2010-01-01 6,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: PINNACLE HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7,085
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,771
Number of retired or separated participants receiving benefits 2009-01-01 1,370
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,801
Total of all active and inactive participants 2009-01-01 6,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 79
Total participants 2009-01-01 7,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2015: PINNACLE HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,913
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PINNACLE HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,838
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,851
Number of retired or separated participants receiving benefits	2014-01-01	29
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,033
Total of all active and inactive participants	2014-01-01	2,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PINNACLE HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6,409
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,050
Number of retired or separated participants receiving benefits	2013-01-01	43
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,730
Total of all active and inactive participants	2013-01-01	3,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	15
Total participants	2013-01-01	3,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: PINNACLE HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6,949
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,235
Number of retired or separated participants receiving benefits	2012-01-01	1,659
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,427
Total of all active and inactive participants	2012-01-01	6,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	88
Total participants	2012-01-01	6,409
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: PINNACLE HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6,978
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,443
Number of retired or separated participants receiving benefits	2011-01-01	1,575
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,853
Total of all active and inactive participants	2011-01-01	6,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	78
Total participants	2011-01-01	6,949
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: PINNACLE HEALTH SYSTEM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7,021
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,575
Number of retired or separated participants receiving benefits	2010-01-01	1,460
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,859
Total of all active and inactive participants	2010-01-01	6,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	84
Total participants	2010-01-01	6,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: PINNACLE HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7,085
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,771
Number of retired or separated participants receiving benefits	2009-01-01	1,370
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,801
Total of all active and inactive participants	2009-01-01	6,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	79
Total participants	2009-01-01	7,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on PINNACLE HEALTH SYSTEM PENSION PLAN

Measure	Date	Value
2015 : PINNACLE HEALTH SYSTEM PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$148,504,165
Total income from all sources (including contributions)	2015-12-31	$263,255
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$828,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$655,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$263,143
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$149,069,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$173,226
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$40,468,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$148,381,670
Administrative expenses (other) incurred	2015-12-31	$173,226
Liabilities. Value of operating payables at beginning of year	2015-12-31	$122,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-565,386
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$565,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$108,601,491
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$227,623
Net investment gain/loss from pooled separate accounts	2015-12-31	$112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$263,143
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$427,792
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2015-12-31	231909723
2014 : PINNACLE HEALTH SYSTEM PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$148,504,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$349,463
Total income from all sources (including contributions)	2014-12-31	$61,251,627
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$207,853,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$205,400,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$47,378,045
Value of total assets at end of year	2014-12-31	$149,069,551
Value of total assets at beginning of year	2014-12-31	$147,516,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,452,564
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$40,468,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$148,381,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$461,284
Administrative expenses (other) incurred	2014-12-31	$2,452,564
Liabilities. Value of operating payables at end of year	2014-12-31	$122,495
Liabilities. Value of operating payables at beginning of year	2014-12-31	$349,463
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-146,601,541
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$565,386
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$147,166,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$112,504,454
Value of interest in pooled separate accounts at end of year	2014-12-31	$108,601,491
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$23,011,936
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$67,078,045
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$13,412,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$47,378,045
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$138,322,559
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2014-12-31	231909723
2013 : PINNACLE HEALTH SYSTEM PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$3,572,616
Total unrealized appreciation/depreciation of assets	2013-12-31	$3,572,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$349,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$249,147
Total income from all sources (including contributions)	2013-12-31	$56,156,078
Total loss/gain on sale of assets	2013-12-31	$10,228,166
Total of all expenses incurred	2013-12-31	$158,620,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$157,133,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$23,421,788
Value of total assets at end of year	2013-12-31	$147,516,390
Value of total assets at beginning of year	2013-12-31	$249,880,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,486,946
Total interest from all sources	2013-12-31	$1,981
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,630,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$5,630,940
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$542,589
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$49,832
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$15,109
Other income not declared elsewhere	2013-12-31	$231,421
Administrative expenses (other) incurred	2013-12-31	$572,979
Liabilities. Value of operating payables at end of year	2013-12-31	$349,463
Liabilities. Value of operating payables at beginning of year	2013-12-31	$234,038
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$2,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-102,464,190
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$147,166,927
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$249,631,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$104,164,736
Investment advisory and management fees	2013-12-31	$262,314
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$112,504,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$67,839,566
Value of interest in pooled separate accounts at end of year	2013-12-31	$23,011,936
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest earned on other investments	2013-12-31	$1,981
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$42,980,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,136,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,136,119
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$134,713,000
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,347,819
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,721,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$23,421,788
Employer contributions (assets) at end of year	2013-12-31	$12,000,000
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$22,420,322
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$109,064
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$32,707,092
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$18,509,979
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$8,281,813
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2013-12-31	231909723
2012 : PINNACLE HEALTH SYSTEM PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$10,384,440
Total unrealized appreciation/depreciation of assets	2012-12-31	$10,384,440
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$249,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$278,482
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$40,625,095
Total loss/gain on sale of assets	2012-12-31	$5,119,017
Total of all expenses incurred	2012-12-31	$13,132,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$11,199,417
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$11,550,001
Value of total assets at end of year	2012-12-31	$249,880,264
Value of total assets at beginning of year	2012-12-31	$222,416,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,932,793
Total interest from all sources	2012-12-31	$20,701
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,168,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,098,676
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$280,024
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$49,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$79,190
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$15,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$48,663
Other income not declared elsewhere	2012-12-31	$29,638
Administrative expenses (other) incurred	2012-12-31	$725,210
Liabilities. Value of operating payables at end of year	2012-12-31	$234,038
Liabilities. Value of operating payables at beginning of year	2012-12-31	$229,819
Total non interest bearing cash at end of year	2012-12-31	$2,872
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$27,492,885
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$249,631,117
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$222,138,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$104,164,736
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$107,763,139
Investment advisory and management fees	2012-12-31	$927,559
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$67,839,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$40,062,763
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$20,701
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$42,980,047
Value of interest in common/collective trusts at beginning of year	2012-12-31	$17,648,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,136,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,960,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,960,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,524,969
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$3,827,535
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$11,550,001
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$8,750,000
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$1,070,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$11,199,417
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$32,707,092
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$46,152,688
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$39,705,829
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$34,586,812
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2012-12-31	231909723
2011 : PINNACLE HEALTH SYSTEM PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-3,255,949
Total unrealized appreciation/depreciation of assets	2011-12-31	$-3,255,949
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$278,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$617,206
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$24,904,435
Total loss/gain on sale of assets	2011-12-31	$5,611,392
Total of all expenses incurred	2011-12-31	$11,348,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,631,996
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$18,750,003
Value of total assets at end of year	2011-12-31	$222,416,714
Value of total assets at beginning of year	2011-12-31	$209,199,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,716,724
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$79,210
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,436,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,457,619
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$238,785
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$79,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$72,216
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$48,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$479,690
Other income not declared elsewhere	2011-12-31	$15,716
Administrative expenses (other) incurred	2011-12-31	$589,225
Liabilities. Value of operating payables at end of year	2011-12-31	$229,819
Liabilities. Value of operating payables at beginning of year	2011-12-31	$137,516
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$13,555,715
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$222,138,232
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$208,582,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$107,763,139
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$84,972,407
Investment advisory and management fees	2011-12-31	$888,714
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$40,062,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$33,755,868
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$79,210
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$17,648,069
Value of interest in common/collective trusts at beginning of year	2011-12-31	$20,748,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,960,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,393,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,393,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$651,350
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$615,822
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$18,750,003
Employer contributions (assets) at end of year	2011-12-31	$8,750,000
Employer contributions (assets) at beginning of year	2011-12-31	$2,700,000
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$979,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$9,631,996
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$46,152,688
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$63,556,993
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$37,080,407
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$31,469,015
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2011-12-31	231909723
2010 : PINNACLE HEALTH SYSTEM PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$23,621,546
Total unrealized appreciation/depreciation of assets	2010-12-31	$23,621,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$617,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$201,772
Total income from all sources (including contributions)	2010-12-31	$35,525,871
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$10,429,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$8,702,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$9,900,000
Value of total assets at end of year	2010-12-31	$209,199,723
Value of total assets at beginning of year	2010-12-31	$183,687,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,726,797
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,004,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$292,622
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$72,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$74,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$479,690
Administrative expenses (other) incurred	2010-12-31	$619,595
Liabilities. Value of operating payables at end of year	2010-12-31	$137,516
Liabilities. Value of operating payables at beginning of year	2010-12-31	$201,772
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$25,096,492
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$208,582,517
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$183,486,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$84,972,407
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$98,057,548
Investment advisory and management fees	2010-12-31	$814,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$33,755,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$29,610,537
Value of interest in common/collective trusts at end of year	2010-12-31	$20,748,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,393,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,872,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,872,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,900,000
Employer contributions (assets) at end of year	2010-12-31	$2,700,000
Employer contributions (assets) at beginning of year	2010-12-31	$5,000,000
Income. Dividends from common stock	2010-12-31	$2,004,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$8,702,582
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$63,556,993
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$49,073,062
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2010-12-31	232932984
2009 : PINNACLE HEALTH SYSTEM PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PINNACLE HEALTH SYSTEM PENSION PLAN

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

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Company Name:	UPMC PINNACLE
Employer identification number (EIN):	251778658
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	2669164