MERCY HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENSEMBLE RETIREMENT SAVINGS PLAN 401
| Measure | Date | Value |
|---|
| 2019 : ENSEMBLE RETIREMENT SAVINGS PLAN 401 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $22,600,709 |
| Total income from all sources (including contributions) | 2019-12-31 | $22,600,709 |
| Total of all expenses incurred | 2019-12-31 | $1,679,565 |
| Total of all expenses incurred | 2019-12-31 | $1,679,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,601,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,601,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $19,660,523 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $19,660,523 |
| Value of total assets at end of year | 2019-12-31 | $31,701,600 |
| Value of total assets at end of year | 2019-12-31 | $31,701,600 |
| Value of total assets at beginning of year | 2019-12-31 | $10,780,456 |
| Value of total assets at beginning of year | 2019-12-31 | $10,780,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $78,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $78,086 |
| Total interest from all sources | 2019-12-31 | $11,701 |
| Total interest from all sources | 2019-12-31 | $11,701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,528,001 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,528,001 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,528,001 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,528,001 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $8,064,160 |
| Participant contributions at end of year | 2019-12-31 | $437,862 |
| Participant contributions at end of year | 2019-12-31 | $437,862 |
| Participant contributions at beginning of year | 2019-12-31 | $117,713 |
| Participant contributions at beginning of year | 2019-12-31 | $117,713 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $151,576 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $151,576 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $75,519 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $75,519 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,628,839 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,628,839 |
| Administrative expenses (other) incurred | 2019-12-31 | $78,086 |
| Administrative expenses (other) incurred | 2019-12-31 | $78,086 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $20,921,144 |
| Value of net income/loss | 2019-12-31 | $20,921,144 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,701,600 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,701,600 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,780,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,780,456 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,609,561 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,609,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,375,451 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,375,451 |
| Interest on participant loans | 2019-12-31 | $11,701 |
| Interest on participant loans | 2019-12-31 | $11,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $535,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $535,077 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $101,939 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $101,939 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $101,939 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $101,939 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,400,484 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,400,484 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,967,524 |
| Contributions received in cash from employer | 2019-12-31 | $3,967,524 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,967,524 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,967,524 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,109,834 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,109,834 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,601,479 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,601,479 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KPMG LLP |
| Accountancy firm name | 2019-12-31 | KPMG LLP |
| Accountancy firm EIN | 2019-12-31 | 135565207 |
| Accountancy firm EIN | 2019-12-31 | 135565207 |
| 2018 : ENSEMBLE RETIREMENT SAVINGS PLAN 401 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| 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 | $9,133,516 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $763,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $702,727 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $9,653,736 |
| Value of total assets at end of year | 2018-12-31 | $10,780,456 |
| Value of total assets at beginning of year | 2018-12-31 | $2,409,957 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,290 |
| Total interest from all sources | 2018-12-31 | $3,624 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $366,802 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $366,802 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $5,299,002 |
| Participant contributions at end of year | 2018-12-31 | $117,713 |
| Participant contributions at beginning of year | 2018-12-31 | $24,408 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $75,519 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $54,485 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,244,900 |
| Administrative expenses (other) incurred | 2018-12-31 | $60,290 |
| 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 | $8,370,499 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,780,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,409,957 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,375,451 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,745,394 |
| Interest on participant loans | 2018-12-31 | $3,624 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $101,939 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $6,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $6,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-890,646 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,109,834 |
| Employer contributions (assets) at end of year | 2018-12-31 | $3,109,834 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $578,784 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $702,727 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KPMG LLP |
| Accountancy firm EIN | 2018-12-31 | 135565207 |
| 2017 : ENSEMBLE RETIREMENT SAVINGS PLAN 401 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $1,314,620 |
| 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 | $1,186,986 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $91,649 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $85,241 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,067,780 |
| Value of total assets at end of year | 2017-12-31 | $2,409,957 |
| 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 | $6,408 |
| Total interest from all sources | 2017-12-31 | $404 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $43,592 |
| 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 | $43,592 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| 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 |
| Contributions received from participants | 2017-12-31 | $447,831 |
| Participant contributions at end of year | 2017-12-31 | $24,408 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $54,485 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $41,165 |
| Other income not declared elsewhere | 2017-12-31 | $319 |
| Administrative expenses (other) incurred | 2017-12-31 | $6,408 |
| 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 | $1,095,337 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,409,957 |
| 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 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,745,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $67 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,886 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) 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 | $337 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $74,891 |
| 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 | $578,784 |
| Employer contributions (assets) at end of year | 2017-12-31 | $578,784 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $85,241 |
| 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 |
