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BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN
Plan identification number 004

BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):350867958
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042014-01-01ANN MCGUIRE
0042013-01-01ANN MCGUIRE
0042012-01-01ANN MCGUIRE
0042011-01-01ANN MCGUIRE
0042010-01-01ANN MCGUIRE
0042009-01-01ANN MCGUIRE
0042009-01-01ANN MCGUIRE

Plan Statistics for BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN

401k plan membership statisitcs for BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2014: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,255
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,969
Total number of active participants reported on line 7a of the Form 55002013-01-013,147
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01344
Total of all active and inactive participants2013-01-013,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,500
Number of participants with account balances2013-01-012,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0166
2012: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,578
Total number of active participants reported on line 7a of the Form 55002012-01-012,274
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01695
Total of all active and inactive participants2012-01-012,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,969
Number of participants with account balances2012-01-012,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,484
Total number of active participants reported on line 7a of the Form 55002011-01-012,253
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01325
Total of all active and inactive participants2011-01-012,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,578
Number of participants with account balances2011-01-012,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0154
2010: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,814
Total number of active participants reported on line 7a of the Form 55002010-01-013,062
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01336
Total of all active and inactive participants2010-01-013,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-013,401
Number of participants with account balances2010-01-012,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,741
Total number of active participants reported on line 7a of the Form 55002009-01-011,475
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01339
Total of all active and inactive participants2009-01-011,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,814
Number of participants with account balances2009-01-011,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0170

Financial Data on BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2014 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total transfer of assets from this plan2014-07-31$27,552,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$657,469
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$3,571,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$3,571,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$30,663
Value of total assets at end of year2014-07-31$0
Value of total assets at beginning of year2014-07-31$30,466,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$303
Total interest from all sources2014-07-31$106,599
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$171,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$171,016
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$20,000,000
If this is an individual account plan, was there a blackout period2014-07-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Participant contributions at end of year2014-07-31$0
Participant contributions at beginning of year2014-07-31$11,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$-2,914,405
Value of net assets at end of year (total assets less liabilities)2014-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$30,466,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$16,679,801
Interest on participant loans2014-07-31$113
Interest earned on other investments2014-07-31$106,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$9,978,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$349,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$30,663
Employer contributions (assets) at end of year2014-07-31$0
Employer contributions (assets) at beginning of year2014-07-31$3,797,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$3,571,571
Contract administrator fees2014-07-31$303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-07-31Yes
Did the plan have assets held for investment2014-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31ERNST & YOUNG LLP
Accountancy firm EIN2014-07-31346565596
2013 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT 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$26,596
Total income from all sources (including contributions)2013-12-31$7,218,308
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,998,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,997,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,481,754
Value of total assets at end of year2013-12-31$30,466,808
Value of total assets at beginning of year2013-12-31$25,273,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$150
Total interest from all sources2013-12-31$129,794
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$827,003
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$827,003
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Participant contributions at end of year2013-12-31$11,220
Participant contributions at beginning of year2013-12-31$15,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$26,596
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$5,220,251
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,466,808
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,246,557
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$16,679,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,250,527
Interest on participant loans2013-12-31$596
Interest earned on other investments2013-12-31$129,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,978,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,432,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,779,757
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$4,481,754
Employer contributions (assets) at end of year2013-12-31$3,797,093
Employer contributions (assets) at beginning of year2013-12-31$3,558,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,997,907
Contract administrator fees2013-12-31$150
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,109,513
Total of all expenses incurred2012-12-31$1,175,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,174,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,255,864
Value of total assets at end of year2012-12-31$25,273,153
Value of total assets at beginning of year2012-12-31$20,312,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$196
Total interest from all sources2012-12-31$241,075
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$282,803
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$282,803
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Participant contributions at end of year2012-12-31$15,567
Participant contributions at beginning of year2012-12-31$21,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$26,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,934,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,246,557
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,312,196
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$13,250,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,798,139
Interest on participant loans2012-12-31$757
Interest earned on other investments2012-12-31$240,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,432,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,972,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,329,771
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$4,255,864
Employer contributions (assets) at end of year2012-12-31$3,558,689
Employer contributions (assets) at beginning of year2012-12-31$3,511,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,174,956
Contract administrator fees2012-12-31$196
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,092,205
Total of all expenses incurred2011-12-31$994,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$994,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,212,689
Value of total assets at end of year2011-12-31$20,312,196
Value of total assets at beginning of year2011-12-31$17,214,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$187
Total interest from all sources2011-12-31$188,932
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$262,860
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$262,860
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Participant contributions at end of year2011-12-31$21,451
Participant contributions at beginning of year2011-12-31$29,004
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$3,097,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,312,196
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,214,910
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$9,798,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,518,276
Interest on participant loans2011-12-31$1,082
Interest earned on other investments2011-12-31$187,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,972,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,340,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-572,276
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$4,212,689
Employer contributions (assets) at end of year2011-12-31$3,511,949
Employer contributions (assets) at beginning of year2011-12-31$3,326,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$994,732
Contract administrator fees2011-12-31$187
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,824,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$521
Total income from all sources (including contributions)2010-12-31$5,102,047
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$744,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$744,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,921,785
Value of total assets at end of year2010-12-31$17,214,910
Value of total assets at beginning of year2010-12-31$11,033,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100
Total interest from all sources2010-12-31$145,274
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$247,117
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$247,117
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Participant contributions at end of year2010-12-31$29,004
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$521
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$4,357,820
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,214,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,032,480
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$8,518,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,854,682
Interest on participant loans2010-12-31$3,531
Interest earned on other investments2010-12-31$141,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,340,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,843,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$787,871
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$3,921,785
Employer contributions (assets) at end of year2010-12-31$3,326,822
Employer contributions (assets) at beginning of year2010-12-31$1,335,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$744,127
Contract administrator fees2010-12-31$100
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN

2014: BALL MEMORIAL HOSPITAL, INC. RETIREMENT 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 filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BALL MEMORIAL HOSPITAL, INC. RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BALL MEMORIAL HOSPITAL, INC. RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BALL MEMORIAL HOSPITAL, INC. RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BALL MEMORIAL HOSPITAL, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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