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ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN
Plan identification number 002

ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ST. LUKES HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKES HOSPITAL
Employer identification number (EIN):344428232
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ST. LUKES HOSPITAL

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1950-12-12
Company Identification Number: 220964
Legal Registered Office Address: 5901 MONCLOVA RD
-
MAUMEE
United States of America (USA)
43537

More information about ST. LUKES HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL WAKEMAN
0022016-01-01KEVIN RILEY
0022015-01-01DANIEL WAKEMAN
0022014-01-01KAREN STRAUSS
0022013-01-01KATHY HANLEY
0022012-01-01KATHY HANLEY
0022011-01-01KATHLEEN HANLEY KATHLEEN HANLEY2012-10-15

Plan Statistics for ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2021: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,043
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,145
Total number of active participants reported on line 7a of the Form 55002020-01-011,526
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01509
Total of all active and inactive participants2020-01-012,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,043
Number of participants with account balances2020-01-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01148
2019: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,046
Total number of active participants reported on line 7a of the Form 55002019-01-011,636
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01500
Total of all active and inactive participants2019-01-012,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,145
Number of participants with account balances2019-01-012,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01104
2018: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,036
Total number of active participants reported on line 7a of the Form 55002018-01-011,602
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01438
Total of all active and inactive participants2018-01-012,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,046
Number of participants with account balances2018-01-011,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0172
2017: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,961
Total number of active participants reported on line 7a of the Form 55002017-01-011,616
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01418
Total of all active and inactive participants2017-01-012,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,036
Number of participants with account balances2017-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,792
Total number of active participants reported on line 7a of the Form 55002016-01-011,488
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01469
Total of all active and inactive participants2016-01-011,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,960
Number of participants with account balances2016-01-011,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0158
2015: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,589
Total number of active participants reported on line 7a of the Form 55002015-01-011,253
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01535
Total of all active and inactive participants2015-01-011,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,792
Number of participants with account balances2015-01-011,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,761
Total number of active participants reported on line 7a of the Form 55002014-01-011,341
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01247
Total of all active and inactive participants2014-01-011,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,589
Number of participants with account balances2014-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,993
Total number of active participants reported on line 7a of the Form 55002013-01-011,488
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01272
Total of all active and inactive participants2013-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,760
Number of participants with account balances2013-01-011,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,008
Total number of active participants reported on line 7a of the Form 55002012-01-011,859
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01132
Total of all active and inactive participants2012-01-011,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,993
Number of participants with account balances2012-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0159
2011: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,874
Total number of active participants reported on line 7a of the Form 55002011-01-011,831
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01177
Total of all active and inactive participants2011-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,008
Number of participants with account balances2011-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0161

Financial Data on ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets from this plan2021-06-30$81,679,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,513,980
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$6,361,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,088,018
Expenses. Certain deemed distributions of participant loans2021-06-30$53,905
Value of total corrective distributions2021-06-30$15,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,640,988
Value of total assets at end of year2021-06-30$0
Value of total assets at beginning of year2021-06-30$78,527,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$203,968
Total interest from all sources2021-06-30$100,329
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$459,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$459,451
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,673,255
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$890,256
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$964,226
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$235,824
Other income not declared elsewhere2021-06-30$55,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,152,181
Value of net assets at end of year (total assets less liabilities)2021-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$78,527,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$66,723,103
Interest on participant loans2021-06-30$28,570
Interest earned on other investments2021-06-30$71,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,950,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,257,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$731,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,088,018
Contract administrator fees2021-06-30$203,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30Yes
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BKD LLP
Accountancy firm EIN2021-06-30440160260
2020 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,594,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,925,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,587,687
Expenses. Certain deemed distributions of participant loans2020-12-31$74,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,548,810
Value of total assets at end of year2020-12-31$78,527,586
Value of total assets at beginning of year2020-12-31$72,858,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$263,252
Total interest from all sources2020-12-31$226,619
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,604,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,604,625
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,193,488
Participant contributions at end of year2020-12-31$890,256
Participant contributions at beginning of year2020-12-31$1,060,638
Assets. Other investments not covered elsewhere at end of year2020-12-31$964,226
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$714,189
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$570,006
Other income not declared elsewhere2020-12-31$105,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,669,492
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,527,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,858,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,723,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,719,612
Interest on participant loans2020-12-31$54,470
Interest earned on other investments2020-12-31$172,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,950,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,721,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,109,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$785,316
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,642,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,587,687
Contract administrator fees2020-12-31$263,252
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,878,264
Total income from all sources (including contributions)2019-12-31$20,878,264
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,297,258
Total of all expenses incurred2019-12-31$4,297,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,061,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,061,892
Expenses. Certain deemed distributions of participant loans2019-12-31$58,108
Expenses. Certain deemed distributions of participant loans2019-12-31$58,108
Value of total corrective distributions2019-12-31$3,612
Value of total corrective distributions2019-12-31$3,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,240,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,240,304
Value of total assets at end of year2019-12-31$72,858,094
Value of total assets at end of year2019-12-31$72,858,094
Value of total assets at beginning of year2019-12-31$56,277,088
Value of total assets at beginning of year2019-12-31$56,277,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,646
Total interest from all sources2019-12-31$209,157
Total interest from all sources2019-12-31$209,157
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,989,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,989,202
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,989,202
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,119,514
Contributions received from participants2019-12-31$5,119,514
Participant contributions at end of year2019-12-31$1,060,638
Participant contributions at end of year2019-12-31$1,060,638
Participant contributions at beginning of year2019-12-31$861,867
Participant contributions at beginning of year2019-12-31$861,867
Assets. Other investments not covered elsewhere at end of year2019-12-31$714,189
Assets. Other investments not covered elsewhere at end of year2019-12-31$714,189
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$439,994
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,882,980
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,882,980
Other income not declared elsewhere2019-12-31$89,228
Other income not declared elsewhere2019-12-31$89,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,581,006
Value of net income/loss2019-12-31$16,581,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,858,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,858,094
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,277,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,719,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,719,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,794,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,794,257
Interest on participant loans2019-12-31$46,994
Interest on participant loans2019-12-31$46,994
Interest earned on other investments2019-12-31$162,163
Interest earned on other investments2019-12-31$162,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,721,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,721,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,271,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,271,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,350,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,350,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,237,810
Contributions received in cash from employer2019-12-31$4,237,810
Employer contributions (assets) at end of year2019-12-31$2,642,618
Employer contributions (assets) at beginning of year2019-12-31$2,909,634
Employer contributions (assets) at beginning of year2019-12-31$2,909,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,061,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,061,892
Contract administrator fees2019-12-31$173,646
Contract administrator fees2019-12-31$173,646
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$6,200,317
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,247,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,936,276
Expenses. Certain deemed distributions of participant loans2018-12-31$30,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,899,052
Value of total assets at end of year2018-12-31$56,277,088
Value of total assets at beginning of year2018-12-31$54,324,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$281,239
Total interest from all sources2018-12-31$174,960
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,999,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,999,198
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,315,580
Participant contributions at end of year2018-12-31$861,867
Participant contributions at beginning of year2018-12-31$854,612
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$153,740
Assets. Other investments not covered elsewhere at end of year2018-12-31$439,994
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$396,556
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$638,410
Other income not declared elsewhere2018-12-31$-17,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,952,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,277,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,324,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,794,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,642,420
Interest on participant loans2018-12-31$42,267
Interest earned on other investments2018-12-31$132,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,465,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,465,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,271,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,855,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,945,062
Employer contributions (assets) at end of year2018-12-31$2,909,634
Employer contributions (assets) at beginning of year2018-12-31$2,811,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,936,276
Contract administrator fees2018-12-31$281,239
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$14,154,181
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,788,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,418,987
Expenses. Certain deemed distributions of participant loans2017-12-31$38,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,764,111
Value of total assets at end of year2017-12-31$54,324,637
Value of total assets at beginning of year2017-12-31$43,958,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$331,326
Total interest from all sources2017-12-31$59,499
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,698,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,698,022
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,836,658
Participant contributions at end of year2017-12-31$854,612
Participant contributions at beginning of year2017-12-31$652,065
Participant contributions at end of year2017-12-31$153,740
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$396,556
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$242,637
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,089,209
Other income not declared elsewhere2017-12-31$29,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,365,740
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,324,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,958,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,642,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,317,837
Interest on participant loans2017-12-31$32,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,465,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,279,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,279,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,603,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,838,244
Employer contributions (assets) at end of year2017-12-31$2,811,582
Employer contributions (assets) at beginning of year2017-12-31$2,467,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,418,987
Contract administrator fees2017-12-31$331,326
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,342,129
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,316,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,962,014
Expenses. Certain deemed distributions of participant loans2016-12-31$74,397
Value of total corrective distributions2016-12-31$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,850,802
Value of total assets at end of year2016-12-31$43,958,897
Value of total assets at beginning of year2016-12-31$39,933,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$279,746
Total interest from all sources2016-12-31$63,538
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,415,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,415,118
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,026,376
Participant contributions at end of year2016-12-31$652,065
Participant contributions at beginning of year2016-12-31$696,641
Assets. Other investments not covered elsewhere at end of year2016-12-31$242,637
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$198,907
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$483,880
Other income not declared elsewhere2016-12-31$8,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,025,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,958,897
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,933,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,317,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,115,674
Interest on participant loans2016-12-31$28,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,279,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,553,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,553,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$34,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,003,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,340,546
Employer contributions (assets) at end of year2016-12-31$2,467,193
Employer contributions (assets) at beginning of year2016-12-31$2,368,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,962,014
Contract administrator fees2016-12-31$279,746
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : ST LUKE'S HOSPITAL RETIREMENT 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$0
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$5,989,075
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,676,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,358,877
Expenses. Certain deemed distributions of participant loans2015-12-31$58,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,355,735
Value of total assets at end of year2015-12-31$39,933,154
Value of total assets at beginning of year2015-12-31$37,620,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$259,166
Total interest from all sources2015-12-31$29,388
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,839,791
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$1,839,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Contributions received from participants2015-12-31$2,865,064
Participant contributions at end of year2015-12-31$696,641
Participant contributions at beginning of year2015-12-31$510,635
Assets. Other investments not covered elsewhere at end of year2015-12-31$198,907
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$181,204
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$352,249
Other income not declared elsewhere2015-12-31$-3,884
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$2,312,797
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,933,154
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,620,357
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$26,115,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,991,494
Interest on participant loans2015-12-31$24,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,553,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,622,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,622,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,231,955
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
Contributions received in cash from employer2015-12-31$3,138,422
Employer contributions (assets) at end of year2015-12-31$2,368,506
Employer contributions (assets) at beginning of year2015-12-31$2,314,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,358,877
Contract administrator fees2015-12-31$259,166
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 name2015-12-31PLANTE & MORAN
Accountancy firm EIN2015-12-31381357951
2014 : ST LUKE'S HOSPITAL RETIREMENT 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$8,892,191
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,627,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,335,885
Expenses. Certain deemed distributions of participant loans2014-12-31$45,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,130,807
Value of total assets at end of year2014-12-31$37,620,357
Value of total assets at beginning of year2014-12-31$36,355,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$246,448
Total interest from all sources2014-12-31$20,367
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,644,935
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$1,644,935
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,781,306
Participant contributions at end of year2014-12-31$510,635
Participant contributions at beginning of year2014-12-31$411,718
Assets. Other investments not covered elsewhere at end of year2014-12-31$181,204
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$155,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$955,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$4,963
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$1,264,750
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,620,357
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,355,607
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$24,991,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,879,467
Interest on participant loans2014-12-31$19,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,622,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,566,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,566,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$91,119
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
Contributions received in cash from employer2014-12-31$3,393,887
Employer contributions (assets) at end of year2014-12-31$2,314,414
Employer contributions (assets) at beginning of year2014-12-31$5,341,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,335,885
Contract administrator fees2014-12-31$246,448
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 name2014-12-31PLANTE & MORAN
Accountancy firm EIN2014-12-31381357951
2013 : ST LUKE'S HOSPITAL RETIREMENT 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$1,050
Total income from all sources (including contributions)2013-12-31$10,887,090
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,794,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,513,584
Expenses. Certain deemed distributions of participant loans2013-12-31$89,302
Value of total corrective distributions2013-12-31$1,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,152,031
Value of total assets at end of year2013-12-31$33,362,072
Value of total assets at beginning of year2013-12-31$24,270,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$189,993
Total interest from all sources2013-12-31$21,605
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,097,670
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$1,097,670
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,037,129
Participant contributions at end of year2013-12-31$411,718
Participant contributions at beginning of year2013-12-31$190,192
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$104,524
Assets. Other investments not covered elsewhere at end of year2013-12-31$155,840
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$125,940
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$842,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,050
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$9,092,741
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,362,072
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,269,331
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$23,879,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,200,166
Interest on participant loans2013-12-31$10,513
Interest earned on other investments2013-12-31$9,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,566,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,958,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,958,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,615,784
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
Contributions received in cash from employer2013-12-31$3,271,909
Employer contributions (assets) at end of year2013-12-31$2,348,347
Employer contributions (assets) at beginning of year2013-12-31$2,690,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,513,584
Contract administrator fees2013-12-31$189,993
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 name2013-12-31PLANTE & MORAN
Accountancy firm EIN2013-12-31381357951
2012 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,957
Total income from all sources (including contributions)2012-12-31$11,579,114
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$939,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$736,157
Expenses. Certain deemed distributions of participant loans2012-12-31$42,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,911,142
Value of total assets at end of year2012-12-31$24,270,381
Value of total assets at beginning of year2012-12-31$13,636,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$161,143
Total interest from all sources2012-12-31$11,562
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$600,872
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$600,872
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,028,728
Participant contributions at end of year2012-12-31$190,192
Participant contributions at beginning of year2012-12-31$74,422
Participant contributions at end of year2012-12-31$104,524
Assets. Other investments not covered elsewhere at end of year2012-12-31$125,940
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$100,676
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$296,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,957
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$10,639,649
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,269,331
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,629,682
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$16,200,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,860,967
Interest on participant loans2012-12-31$3,753
Interest earned on other investments2012-12-31$6,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,958,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,590,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,590,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,055,538
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
Contributions received in cash from employer2012-12-31$6,585,731
Employer contributions (assets) at end of year2012-12-31$2,690,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$736,157
Contract administrator fees2012-12-31$161,143
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 name2012-12-31PLANTE & MORAN
Accountancy firm EIN2012-12-31381357951
2011 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,198
Total income from all sources (including contributions)2011-12-31$7,870,207
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$368,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$303,146
Value of total corrective distributions2011-12-31$1,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,183,080
Value of total assets at end of year2011-12-31$13,636,639
Value of total assets at beginning of year2011-12-31$6,131,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,614
Total interest from all sources2011-12-31$2,507
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$299,966
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$299,966
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,450,329
Participant contributions at end of year2011-12-31$74,422
Participant contributions at beginning of year2011-12-31$5,534
Assets. Other investments not covered elsewhere at end of year2011-12-31$100,676
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$52,658
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$652,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,198
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$7,501,754
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,629,682
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,127,928
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$9,860,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,599,077
Interest on participant loans2011-12-31$1,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,590,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,470,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,470,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-615,346
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
Contributions received in cash from employer2011-12-31$4,080,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$303,146
Contract administrator fees2011-12-31$63,614
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 name2011-12-31PLANTE & MORAN
Accountancy firm EIN2011-12-31381357951
2010 : ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,162,278
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$34,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,782,896
Value of total assets at end of year2010-12-31$6,131,126
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,992
Total interest from all sources2010-12-31$586
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,696
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$102,696
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,787,114
Participant contributions at end of year2010-12-31$5,534
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$52,658
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,043,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,198
Other income not declared elsewhere2010-12-31$523
Administrative expenses (other) incurred2010-12-31$13
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$6,127,928
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,127,928
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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$4,599,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$47
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,470,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$275,577
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
Contributions received in cash from employer2010-12-31$952,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,358
Contract administrator fees2010-12-31$13,979
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31PLANTE MORAN
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN

2021: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST LUKE'S HOSPITAL RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST LUKE'S HOSPITAL RETIREMENT 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST LUKE'S HOSPITAL RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST LUKE'S HOSPITAL RETIREMENT 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: ST LUKE'S HOSPITAL RETIREMENT 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: ST LUKE'S HOSPITAL RETIREMENT 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: ST LUKE'S HOSPITAL RETIREMENT 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895179+007
Policy instance 1
Insurance contract or identification number895179+007
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895179+007
Policy instance 1
Insurance contract or identification number895179+007
Number of Individuals Covered1490
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895179-007
Policy instance 1
Insurance contract or identification number895179-007
Number of Individuals Covered1537
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895179-007
Policy instance 1
Insurance contract or identification number895179-007
Number of Individuals Covered1299
Insurance policy start date2018-01-08
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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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