401k Plan data: STEWARD CARITAS CHRISTI RETIREMENT PLAN plan

STEWARD CARITAS CHRISTI RETIREMENT PLAN 401k Plan overview

Plan Name	STEWARD CARITAS CHRISTI RETIREMENT PLAN
Plan identification number	003

STEWARD CARITAS CHRISTI RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEWARD HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name: STEWARD HEALTH CARE

Employer identification number (EIN): 272473240

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about STEWARD HEALTH CARE

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4801236

More information about STEWARD HEALTH CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWARD CARITAS CHRISTI RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-05-01 ANN-MARIE DRISCOLL ANN-MARIE DRISCOLL 2018-10-12
003 2015-05-01
003 2014-05-01

Plan Statistics for STEWARD CARITAS CHRISTI RETIREMENT PLAN

401k plan membership statisitcs for STEWARD CARITAS CHRISTI RETIREMENT PLAN

Measure Date Value
2019: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6,420
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6,569
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,502
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 240
Total of all active and inactive participants 2018-01-01 6,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6,743
Number of participants with account balances 2018-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 91
2017: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 6,556
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 6,497
Number of retired or separated participants receiving benefits 2017-05-01 2
Number of other retired or separated participants entitled to future benefits 2017-05-01 245
Total of all active and inactive participants 2017-05-01 6,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 6,744
Number of participants with account balances 2017-05-01 4,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 101
2015: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 8,307
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 0
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 0
Total of all active and inactive participants 2015-05-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 0
2014: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 8,458
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 2,029
Number of retired or separated participants receiving benefits 2014-05-01 3,022
Number of other retired or separated participants entitled to future benefits 2014-05-01 3,066
Total of all active and inactive participants 2014-05-01 8,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 190
Total participants 2014-05-01 8,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 3

Measure	Date	Value
2019: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6,420
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6,569
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,502
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	240
Total of all active and inactive participants	2018-01-01	6,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6,743
Number of participants with account balances	2018-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	91
2017: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	6,556
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	6,497
Number of retired or separated participants receiving benefits	2017-05-01	2
Number of other retired or separated participants entitled to future benefits	2017-05-01	245
Total of all active and inactive participants	2017-05-01	6,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	6,744
Number of participants with account balances	2017-05-01	4,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	101
2015: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	8,307
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	0
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	0
Total of all active and inactive participants	2015-05-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	0
2014: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	8,458
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	2,029
Number of retired or separated participants receiving benefits	2014-05-01	3,022
Number of other retired or separated participants entitled to future benefits	2014-05-01	3,066
Total of all active and inactive participants	2014-05-01	8,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	190
Total participants	2014-05-01	8,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	3

Financial Data on STEWARD CARITAS CHRISTI RETIREMENT PLAN

Measure	Date	Value
2019 : STEWARD CARITAS CHRISTI RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-09-27	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-27	$0
Total unrealized appreciation/depreciation of assets	2019-09-27	$0
Total transfer of assets to this plan	2019-09-27	$0
Total transfer of assets from this plan	2019-09-27	$9,927,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-27	$0
Total income from all sources (including contributions)	2019-09-27	$241,896
Total loss/gain on sale of assets	2019-09-27	$0
Total of all expenses incurred	2019-09-27	$1,180,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-27	$1,179,690
Expenses. Certain deemed distributions of participant loans	2019-09-27	$0
Value of total corrective distributions	2019-09-27	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-27	$0
Value of total assets at end of year	2019-09-27	$0
Value of total assets at beginning of year	2019-09-27	$10,865,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-27	$824
Total income from rents	2019-09-27	$0
Total interest from all sources	2019-09-27	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-09-27	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-09-27	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-27	$0
Administrative expenses professional fees incurred	2019-09-27	$0
Was this plan covered by a fidelity bond	2019-09-27	Yes
Value of fidelity bond cover	2019-09-27	$500,000
If this is an individual account plan, was there a blackout period	2019-09-27	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-27	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-27	No
Amount of non-exempt transactions with any party-in-interest	2019-09-27	$0
Contributions received from participants	2019-09-27	$0
Participant contributions at end of year	2019-09-27	$0
Participant contributions at end of year	2019-09-27	$0
Participant contributions at beginning of year	2019-09-27	$597,775
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-27	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-09-27	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-27	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-27	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-27	$0
Other income not declared elsewhere	2019-09-27	$0
Administrative expenses (other) incurred	2019-09-27	$0
Liabilities. Value of operating payables at beginning of year	2019-09-27	$0
Total non interest bearing cash at end of year	2019-09-27	$0
Total non interest bearing cash at beginning of year	2019-09-27	$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	2019-09-27	No
Value of net income/loss	2019-09-27	$-938,618
Value of net assets at end of year (total assets less liabilities)	2019-09-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-09-27	$10,865,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-27	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-09-27	$0
Were any leases to which the plan was party in default or uncollectible	2019-09-27	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-09-27	$0
Investment advisory and management fees	2019-09-27	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-27	$316
Value of interest in pooled separate accounts at end of year	2019-09-27	$0
Value of interest in pooled separate accounts at beginning of year	2019-09-27	$737
Interest on participant loans	2019-09-27	$0
Income. Interest from loans (other than to participants)	2019-09-27	$0
Interest earned on other investments	2019-09-27	$0
Income. Interest from US Government securities	2019-09-27	$0
Income. Interest from corporate debt instruments	2019-09-27	$0
Value of interest in common/collective trusts at end of year	2019-09-27	$0
Value of interest in common/collective trusts at beginning of year	2019-09-27	$8,518,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-27	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-09-27	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-27	$178
Net investment gain/loss from pooled separate accounts	2019-09-27	$486
Net investment gain or loss from common/collective trusts	2019-09-27	$241,232
Net gain/loss from 103.12 investment entities	2019-09-27	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-27	No
Was there a failure to transmit to the plan any participant contributions	2019-09-27	No
Has the plan failed to provide any benefit when due under the plan	2019-09-27	No
Contributions received in cash from employer	2019-09-27	$0
Employer contributions (assets) at end of year	2019-09-27	$0
Employer contributions (assets) at beginning of year	2019-09-27	$1,748,266
Income. Dividends from preferred stock	2019-09-27	$0
Income. Dividends from common stock	2019-09-27	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-27	$1,179,690
Contract administrator fees	2019-09-27	$824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-09-27	Yes
Liabilities. Value of benefit claims payable at beginning of year	2019-09-27	$0
Did the plan have assets held for investment	2019-09-27	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	2019-09-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-27	Yes
Aggregate proceeds on sale of assets	2019-09-27	$0
Aggregate carrying amount (costs) on sale of assets	2019-09-27	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-09-27	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-27	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-27	Disclaimer
Accountancy firm name	2019-09-27	BDO USA, LLP
Accountancy firm EIN	2019-09-27	135381590
2018 : STEWARD CARITAS CHRISTI RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$1,792,011
Total transfer of assets from this plan	2018-12-31	$174,794,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$10,104,381
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$30,386,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$29,986,905
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$6,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$22,782,125
Value of total assets at end of year	2018-12-31	$10,865,884
Value of total assets at beginning of year	2018-12-31	$204,149,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$392,145
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$163,005
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$234,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$234,010
Administrative expenses professional fees incurred	2018-12-31	$24,099
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$19,209,154
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$3,490,462
Participant contributions at end of year	2018-12-31	$597,775
Participant contributions at beginning of year	2018-12-31	$420,861
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,824,705
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$333
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-20,281,641
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,865,884
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$204,149,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$38,837
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,358,287
Value of interest in pooled separate accounts at end of year	2018-12-31	$737
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$19,741,544
Interest on participant loans	2018-12-31	$163,005
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$8,518,790
Value of interest in common/collective trusts at beginning of year	2018-12-31	$159,596,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,627,925
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,336,567
Net investment gain or loss from common/collective trusts	2018-12-31	$-10,110,600
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,748,266
Employer contributions (assets) at end of year	2018-12-31	$1,748,266
Employer contributions (assets) at beginning of year	2018-12-31	$4,542,152
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$29,986,905
Contract administrator fees	2018-12-31	$329,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : STEWARD CARITAS CHRISTI RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$176,682,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$34,863,517
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$7,396,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,096,309
Expenses. Certain deemed distributions of participant loans	2017-12-31	$71,440
Value of total corrective distributions	2017-12-31	$879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$20,125,510
Value of total assets at end of year	2017-12-31	$204,149,625
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$228,149
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$99,479
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$193,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$193,346
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$11,783,823
Participant contributions at end of year	2017-12-31	$3,490,462
Participant contributions at end of year	2017-12-31	$420,861
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,799,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$27,466,740
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$204,149,625
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$23,936
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,358,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$19,741,544
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$99,479
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$159,596,319
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,162,455
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,074,485
Net investment gain or loss from common/collective trusts	2017-12-31	$11,208,242
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,542,152
Employer contributions (assets) at end of year	2017-12-31	$4,542,152
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,096,309
Contract administrator fees	2017-12-31	$204,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2015 : STEWARD CARITAS CHRISTI RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-15	$-15,915,882
Total unrealized appreciation/depreciation of assets	2015-12-15	$-15,915,882
Total transfer of assets from this plan	2015-12-15	$322,038,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-15	$2,699,370
Total income from all sources (including contributions)	2015-12-15	$-3,755,632
Total loss/gain on sale of assets	2015-12-15	$0
Total of all expenses incurred	2015-12-15	$17,900,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-15	$12,579,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-15	$6,765,990
Value of total assets at end of year	2015-12-15	$0
Value of total assets at beginning of year	2015-12-15	$346,393,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-15	$5,320,244
Total interest from all sources	2015-12-15	$3,012,414
Total dividends received (eg from common stock, registered investment company shares)	2015-12-15	$2,303,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-15	No
Was this plan covered by a fidelity bond	2015-12-15	Yes
Value of fidelity bond cover	2015-12-15	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-15	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-15	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-15	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-15	$1,818,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-15	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-15	$2,699,370
Other income not declared elsewhere	2015-12-15	$78,101
Administrative expenses (other) incurred	2015-12-15	$5,320,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-15	No
Value of net income/loss	2015-12-15	$-21,655,740
Value of net assets at end of year (total assets less liabilities)	2015-12-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-15	$343,694,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-15	No
Were any leases to which the plan was party in default or uncollectible	2015-12-15	No
Income. Interest from corporate debt instruments	2015-12-15	$3,012,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-15	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-15	$13,133,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-15	$13,133,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-15	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-15	No
Has the plan failed to provide any benefit when due under the plan	2015-12-15	No
Contributions received in cash from employer	2015-12-15	$6,765,990
Employer contributions (assets) at end of year	2015-12-15	$0
Employer contributions (assets) at beginning of year	2015-12-15	$3,613,713
Income. Dividends from common stock	2015-12-15	$2,303,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-15	$12,579,864
Asset. Corporate debt instrument debt (other) at end of year	2015-12-15	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-15	$135,000,787
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-15	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-15	$192,828,131
Did the plan have assets held for investment	2015-12-15	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	2015-12-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-15	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-15	Disclaimer
Accountancy firm name	2015-12-15	BDO USA, LLP
Accountancy firm EIN	2015-12-15	135381590
Unrealized appreciation/depreciation of other (non real estate) assets	2015-04-30	$18,492,602
Total unrealized appreciation/depreciation of assets	2015-04-30	$18,492,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$2,699,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$956,849
Total income from all sources (including contributions)	2015-04-30	$36,566,313
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$22,528,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$17,871,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$10,113,713
Value of total assets at end of year	2015-04-30	$346,393,854
Value of total assets at beginning of year	2015-04-30	$330,613,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$4,656,623
Total interest from all sources	2015-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$7,725,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-04-30	$1,818,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-04-30	$2,258,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-04-30	$2,699,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-04-30	$896,000
Other income not declared elsewhere	2015-04-30	$234,591
Administrative expenses (other) incurred	2015-04-30	$4,656,623
Liabilities. Value of operating payables at end of year	2015-04-30	$0
Liabilities. Value of operating payables at beginning of year	2015-04-30	$60,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$14,038,226
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$343,694,484
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$329,656,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-04-30	$13,133,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-04-30	$12,215,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-04-30	$12,215,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-04-30	No
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Contributions received in cash from employer	2015-04-30	$10,113,713
Employer contributions (assets) at end of year	2015-04-30	$3,613,713
Employer contributions (assets) at beginning of year	2015-04-30	$0
Income. Dividends from common stock	2015-04-30	$7,725,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$17,871,464
Asset. Corporate debt instrument debt (other) at end of year	2015-04-30	$135,000,787
Asset. Corporate debt instrument debt (other) at beginning of year	2015-04-30	$130,421,609
Assets. Corporate common stocks other than exployer securities at end of year	2015-04-30	$192,828,131
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-04-30	$185,717,933
Did the plan have assets held for investment	2015-04-30	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	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2015-04-30	042684828

Form 5500 Responses for STEWARD CARITAS CHRISTI RETIREMENT PLAN

2019: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	First time form 5500 has been submitted	Yes
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-05-01	Plan is a collectively bargained plan	Yes
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2015: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	Yes
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-05-01	Plan is a collectively bargained plan	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: STEWARD CARITAS CHRISTI RETIREMENT PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	First time form 5500 has been submitted	Yes
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

530379

Policy instance

Insurance contract or identification number	530379
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

530379

Policy instance

Insurance contract or identification number	530379
Number of Individuals Covered	6743
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

530379

Policy instance

Insurance contract or identification number	530379
Number of Individuals Covered	6744
Insurance policy start date	2017-05-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	STEWARD HEALTH CARE
Employer identification number (EIN):	272473240
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4801236