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SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 401k Plan overview

Plan NameSUMMA HEALTH SYSTEM PENSION SAVINGS PLAN
Plan identification number 011

SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

SUMMA AKRON CITY AND ST. THOMAS HOSPITALS has sponsored the creation of one or more 401k plans.

Company Name:SUMMA AKRON CITY AND ST. THOMAS HOSPITALS
Employer identification number (EIN):340714755
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1926-06-15
Company Identification Number: 121908
Legal Registered Office Address: 525 EAST MARKET STREET
P.O. BOX 2090
AKRON
United States of America (USA)
443092090

More information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112016-01-01BRIAN DERRICK
0112015-01-01BRIAN DERRICK
0112014-01-01THOMAS ONEILL THOMAS ONEILL2015-10-12
0112013-01-01NINO CIRALDO
0112012-01-01NINO CIRALDO
0112011-01-01NINO CIRALDO
0112009-01-01NINO CIRALDO

Plan Statistics for SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN

401k plan membership statisitcs for SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN

Measure Date Value
2016: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,859
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,193
Total number of active participants reported on line 7a of the Form 55002015-01-011,135
Number of retired or separated participants receiving benefits2015-01-0158
Number of other retired or separated participants entitled to future benefits2015-01-01658
Total of all active and inactive participants2015-01-011,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,859
Number of participants with account balances2015-01-011,788
2014: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,449
Total number of active participants reported on line 7a of the Form 55002014-01-011,421
Number of retired or separated participants receiving benefits2014-01-0158
Number of other retired or separated participants entitled to future benefits2014-01-01707
Total of all active and inactive participants2014-01-012,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-012,193
Number of participants with account balances2014-01-011,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,629
Total number of active participants reported on line 7a of the Form 55002013-01-011,791
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01619
Total of all active and inactive participants2013-01-012,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,449
Number of participants with account balances2013-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,388
Total number of active participants reported on line 7a of the Form 55002012-01-011,953
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-01614
Total of all active and inactive participants2012-01-012,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-012,629
Number of participants with account balances2012-01-012,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,821
Total number of active participants reported on line 7a of the Form 55002011-01-012,077
Number of retired or separated participants receiving benefits2011-01-0149
Number of other retired or separated participants entitled to future benefits2011-01-01597
Total of all active and inactive participants2011-01-012,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-012,735
Number of participants with account balances2011-01-012,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,915
Total number of active participants reported on line 7a of the Form 55002009-01-012,390
Number of retired or separated participants receiving benefits2009-01-0138
Number of other retired or separated participants entitled to future benefits2009-01-01482
Total of all active and inactive participants2009-01-012,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-012,918
Number of participants with account balances2009-01-012,554

Financial Data on SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN

Measure Date Value
2016 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-10-10$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-10$0
Total unrealized appreciation/depreciation of assets2016-10-10$0
Total transfer of assets to this plan2016-10-10$0
Total transfer of assets from this plan2016-10-10$12,152,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-10$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-10$4,237
Expenses. Interest paid2016-10-10$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-10-10$0
Total income from all sources (including contributions)2016-10-10$676,549
Total loss/gain on sale of assets2016-10-10$0
Total of all expenses incurred2016-10-10$747,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-10$736,388
Expenses. Certain deemed distributions of participant loans2016-10-10$0
Value of total corrective distributions2016-10-10$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-10$0
Value of total assets at end of year2016-10-10$0
Value of total assets at beginning of year2016-10-10$12,227,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-10$11,275
Total income from rents2016-10-10$0
Total interest from all sources2016-10-10$291
Total dividends received (eg from common stock, registered investment company shares)2016-10-10$168,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-10Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-10-10$0
Total dividends received from registered investment company shares (eg mutual funds)2016-10-10$168,084
Assets. Real estate other than employer real property at end of year2016-10-10$0
Assets. Real estate other than employer real property at beginning of year2016-10-10$0
Administrative expenses professional fees incurred2016-10-10$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-10-10$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-10-10$0
Was this plan covered by a fidelity bond2016-10-10Yes
Value of fidelity bond cover2016-10-10$1,000,000
If this is an individual account plan, was there a blackout period2016-10-10No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-10$0
Were there any nonexempt tranactions with any party-in-interest2016-10-10No
Contributions received from participants2016-10-10$0
Participant contributions at end of year2016-10-10$0
Participant contributions at beginning of year2016-10-10$0
Participant contributions at end of year2016-10-10$0
Participant contributions at beginning of year2016-10-10$0
Assets. Other investments not covered elsewhere at end of year2016-10-10$0
Assets. Other investments not covered elsewhere at beginning of year2016-10-10$0
Income. Received or receivable in cash from other sources (including rollovers)2016-10-10$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-10-10$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-10$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-10$0
Assets. Loans (other than to participants) at end of year2016-10-10$0
Assets. Loans (other than to participants) at beginning of year2016-10-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-10$4,237
Other income not declared elsewhere2016-10-10$13,981
Administrative expenses (other) incurred2016-10-10$11,275
Liabilities. Value of operating payables at end of year2016-10-10$0
Liabilities. Value of operating payables at beginning of year2016-10-10$0
Total non interest bearing cash at end of year2016-10-10$0
Total non interest bearing cash at beginning of year2016-10-10$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-10No
Income. Non cash contributions2016-10-10$0
Value of net income/loss2016-10-10$-71,114
Value of net assets at end of year (total assets less liabilities)2016-10-10$0
Value of net assets at beginning of year (total assets less liabilities)2016-10-10$12,223,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-10No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-10No
Were any leases to which the plan was party in default or uncollectible2016-10-10No
Assets. partnership/joint venture interests at end of year2016-10-10$0
Assets. partnership/joint venture interests at beginning of year2016-10-10$0
Investment advisory and management fees2016-10-10$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-10$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-10$11,319,823
Value of interest in pooled separate accounts at end of year2016-10-10$0
Value of interest in pooled separate accounts at beginning of year2016-10-10$0
Interest on participant loans2016-10-10$0
Income. Interest from loans (other than to participants)2016-10-10$0
Interest earned on other investments2016-10-10$291
Income. Interest from US Government securities2016-10-10$0
Income. Interest from corporate debt instruments2016-10-10$0
Value of interest in master investment trust accounts at end of year2016-10-10$0
Value of interest in master investment trust accounts at beginning of year2016-10-10$0
Value of interest in common/collective trusts at end of year2016-10-10$0
Value of interest in common/collective trusts at beginning of year2016-10-10$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-10$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-10$889,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-10$889,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-10$0
Assets. Value of investments in 103.12 investment entities at end of year2016-10-10$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-10-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-10$18,198
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-10$0
Asset value of US Government securities at end of year2016-10-10$0
Asset value of US Government securities at beginning of year2016-10-10$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-10$494,193
Net investment gain/loss from pooled separate accounts2016-10-10$0
Net investment gain or loss from common/collective trusts2016-10-10$0
Net gain/loss from 103.12 investment entities2016-10-10$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-10No
Was there a failure to transmit to the plan any participant contributions2016-10-10No
Has the plan failed to provide any benefit when due under the plan2016-10-10No
Assets. Invements in employer securities at end of year2016-10-10$0
Assets. Invements in employer securities at beginning of year2016-10-10$0
Assets. Value of employer real property at end of year2016-10-10$0
Assets. Value of employer real property at beginning of year2016-10-10$0
Contributions received in cash from employer2016-10-10$0
Employer contributions (assets) at end of year2016-10-10$0
Employer contributions (assets) at beginning of year2016-10-10$0
Income. Dividends from preferred stock2016-10-10$0
Income. Dividends from common stock2016-10-10$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-10$736,388
Asset. Corporate debt instrument preferred debt at end of year2016-10-10$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-10-10$0
Asset. Corporate debt instrument debt (other) at end of year2016-10-10$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-10-10$0
Contract administrator fees2016-10-10$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-10-10No
Assets. Corporate common stocks other than exployer securities at end of year2016-10-10$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-10-10$0
Liabilities. Value of benefit claims payable at end of year2016-10-10$0
Liabilities. Value of benefit claims payable at beginning of year2016-10-10$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-10-10$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-10-10$0
Did the plan have assets held for investment2016-10-10No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-10No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-10Yes
Aggregate proceeds on sale of assets2016-10-10$0
Aggregate carrying amount (costs) on sale of assets2016-10-10$0
Liabilities. Value of acquisition indebtedness at end of year2016-10-10$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-10-10$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-10Yes
Opinion of an independent qualified public accountant for this plan2016-10-10Disclaimer
Accountancy firm name2016-10-10BDO USA, LLP
Accountancy firm EIN2016-10-10135381590
2015 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$180,615
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,386,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,386,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$12,227,578
Value of total assets at beginning of year2015-12-31$13,429,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$573
Total interest from all sources2015-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$544,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$544,626
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,237
Other income not declared elsewhere2015-12-31$3,640
Administrative expenses (other) incurred2015-12-31$573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,206,103
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,223,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,429,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,319,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,405,897
Interest earned on other investments2015-12-31$65
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$889,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,023,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,023,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-367,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,386,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$928,595
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,039,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,038,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$13,429,444
Value of total assets at beginning of year2014-12-31$13,539,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$461
Total interest from all sources2014-12-31$154
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$590,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$590,285
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-110,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,429,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,539,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,405,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,420,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,023,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,119,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,119,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$338,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,038,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,020,249
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$907,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$906,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$13,539,867
Value of total assets at beginning of year2013-12-31$12,426,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$375
Total interest from all sources2013-12-31$118
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$388,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$388,211
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,113,222
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,539,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,426,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,420,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,255,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,119,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,171,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,171,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,631,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$906,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,208,212
Total of all expenses incurred2012-12-31$445,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$445,129
Value of total assets at end of year2012-12-31$12,426,645
Value of total assets at beginning of year2012-12-31$11,663,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100
Total interest from all sources2012-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$310,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$310,939
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$762,983
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,426,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,663,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,255,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,419,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,171,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,244,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,244,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$897,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$445,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SS&G, INC.
Accountancy firm EIN2012-12-31341945695
2011 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$77,048
Total of all expenses incurred2011-12-31$434,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$433,817
Value of total assets at end of year2011-12-31$11,663,662
Value of total assets at beginning of year2011-12-31$12,020,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$275
Total interest from all sources2011-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$351,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$351,542
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-357,044
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,663,662
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,020,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,419,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,643,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,244,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,377,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,377,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-274,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$433,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SS&G, INC.
Accountancy firm EIN2011-12-31341945695
2010 : SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,238,155
Total of all expenses incurred2010-12-31$350,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$350,583
Value of total assets at end of year2010-12-31$12,020,706
Value of total assets at beginning of year2010-12-31$11,133,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$171
Total interest from all sources2010-12-31$280
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$238,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$238,458
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$887,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,020,706
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,133,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,643,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,667,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,377,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,465,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,465,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$999,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$350,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SS&G FINANCIAL SERVICES INC.
Accountancy firm EIN2010-12-31341945695

Form 5500 Responses for SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN

2016: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUMMA HEALTH SYSTEM PENSION SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622076/711499
Policy instance 1
Insurance contract or identification number622076/711499
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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