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IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 401k Plan overview

Plan NameIU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)
Plan identification number 005

IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH, INC.
Employer identification number (EIN):351955872
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about INDIANA UNIVERSITY HEALTH, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2018-12-14
Company Identification Number: F211071
Legal Registered Office Address: 4701 COX RD
STE 285
GLEN ALLEN
United States of America (USA)
23060

More information about INDIANA UNIVERSITY HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01ADRIENNE SIMS2023-09-12
0052021-01-01JOHN HUESING2022-09-09
0052020-01-01DAVE ANDERS2021-08-24
0052019-01-01LIZ DUNLAP2020-07-31
0052018-01-01ELIZABETH DUNLAP2019-09-11
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01
0052013-01-01SHERIEE LADD
0052012-01-01THOMAS CANTWELL
0052011-01-01THOMAS CANTWELL
0052009-01-01BRIAN O'CONNOR BRIAN O'CONNOR2010-10-04

Plan Statistics for IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)

401k plan membership statisitcs for IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)

Measure Date Value
2022: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 401k membership
Total participants, beginning-of-year2022-01-0150,916
Total number of active participants reported on line 7a of the Form 55002022-01-0138,554
Number of retired or separated participants receiving benefits2022-01-01443
Number of other retired or separated participants entitled to future benefits2022-01-0113,193
Total of all active and inactive participants2022-01-0152,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0193
Total participants2022-01-0152,283
Number of participants with account balances2022-01-0150,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01302
2021: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 401k membership
Total participants, beginning-of-year2021-01-0148,038
Total number of active participants reported on line 7a of the Form 55002021-01-0134,097
Number of retired or separated participants receiving benefits2021-01-01394
Number of other retired or separated participants entitled to future benefits2021-01-0111,208
Total of all active and inactive participants2021-01-0145,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0171
Total participants2021-01-0145,770
Number of participants with account balances2021-01-0144,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01791
2020: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 401k membership
Total participants, beginning-of-year2020-01-0140,913
Total number of active participants reported on line 7a of the Form 55002020-01-0134,890
Number of retired or separated participants receiving benefits2020-01-01535
Number of other retired or separated participants entitled to future benefits2020-01-0112,539
Total of all active and inactive participants2020-01-0147,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0169
Total participants2020-01-0148,033
Number of participants with account balances2020-01-0141,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01515
2019: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 401k membership
Total participants, beginning-of-year2019-01-0139,037
Total number of active participants reported on line 7a of the Form 55002019-01-0131,293
Number of retired or separated participants receiving benefits2019-01-01112
Number of other retired or separated participants entitled to future benefits2019-01-018,994
Total of all active and inactive participants2019-01-0140,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0149
Total participants2019-01-0140,448
Number of participants with account balances2019-01-0138,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01592
2018: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 401k membership
Total participants, beginning-of-year2018-01-0137,733
Total number of active participants reported on line 7a of the Form 55002018-01-0130,414
Number of retired or separated participants receiving benefits2018-01-01134
Number of other retired or separated participants entitled to future benefits2018-01-018,406
Total of all active and inactive participants2018-01-0138,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0149
Total participants2018-01-0139,003
Number of participants with account balances2018-01-0137,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01577
2017: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 401k membership
Total participants, beginning-of-year2017-01-0129,250
Total number of active participants reported on line 7a of the Form 55002017-01-0129,394
Number of retired or separated participants receiving benefits2017-01-01115
Number of other retired or separated participants entitled to future benefits2017-01-018,176
Total of all active and inactive participants2017-01-0137,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0137
Total participants2017-01-0137,722
Number of participants with account balances2017-01-0135,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01217
2016: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 401k membership
Total participants, beginning-of-year2016-01-0133,689
Total number of active participants reported on line 7a of the Form 55002016-01-0127,807
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01224
Total of all active and inactive participants2016-01-0128,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-0128,060
Number of participants with account balances2016-01-0126,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012,071
2015: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 401k membership
Total participants, beginning-of-year2015-01-0121,566
Total number of active participants reported on line 7a of the Form 55002015-01-0126,096
Number of retired or separated participants receiving benefits2015-01-01721
Number of other retired or separated participants entitled to future benefits2015-01-016,830
Total of all active and inactive participants2015-01-0133,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0132
Total participants2015-01-0133,679
Number of participants with account balances2015-01-0132,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01589
2014: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 401k membership
Total participants, beginning-of-year2014-01-0121,393
Total number of active participants reported on line 7a of the Form 55002014-01-0116,254
Number of retired or separated participants receiving benefits2014-01-01782
Number of other retired or separated participants entitled to future benefits2014-01-014,530
Total of all active and inactive participants2014-01-0121,566
Total participants2014-01-0121,566
Number of participants with account balances2014-01-0120,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01650
2013: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 401k membership
Total participants, beginning-of-year2013-01-0119,791
Total number of active participants reported on line 7a of the Form 55002013-01-0116,886
Number of retired or separated participants receiving benefits2013-01-01507
Number of other retired or separated participants entitled to future benefits2013-01-013,959
Total of all active and inactive participants2013-01-0121,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-0121,373
Number of participants with account balances2013-01-0119,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01876
2012: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2012 401k membership
Total participants, beginning-of-year2012-01-0118,736
Total number of active participants reported on line 7a of the Form 55002012-01-0115,532
Number of retired or separated participants receiving benefits2012-01-01584
Number of other retired or separated participants entitled to future benefits2012-01-013,644
Total of all active and inactive participants2012-01-0119,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-0119,789
Number of participants with account balances2012-01-0118,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01923
2011: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2011 401k membership
Total participants, beginning-of-year2011-01-0117,985
Total number of active participants reported on line 7a of the Form 55002011-01-0115,523
Number of retired or separated participants receiving benefits2011-01-01378
Number of other retired or separated participants entitled to future benefits2011-01-012,805
Total of all active and inactive participants2011-01-0118,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-0118,727
Number of participants with account balances2011-01-0118,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01817
2009: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2009 401k membership
Total participants, beginning-of-year2009-01-0116,378
Total number of active participants reported on line 7a of the Form 55002009-01-0114,731
Number of retired or separated participants receiving benefits2009-01-01214
Number of other retired or separated participants entitled to future benefits2009-01-012,355
Total of all active and inactive participants2009-01-0117,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-0117,310
Number of participants with account balances2009-01-0116,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01615

Financial Data on IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)

Measure Date Value
2022 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 401k financial data
Total transfer of assets to this plan2022-12-31$894,829,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$591,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$968,410
Total income from all sources (including contributions)2022-12-31$-278,109,243
Total of all expenses incurred2022-12-31$254,972,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$251,987,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$346,070,160
Value of total assets at end of year2022-12-31$3,245,347,601
Value of total assets at beginning of year2022-12-31$2,883,976,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,984,316
Total interest from all sources2022-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,012,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,012,923
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$213,368,038
Participant contributions at end of year2022-12-31$10,464
Participant contributions at beginning of year2022-12-31$11,188
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,942,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$591,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$968,410
Administrative expenses (other) incurred2022-12-31$77,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-533,081,275
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,244,755,841
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,883,007,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,907,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$390,067,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$351,998,953
Interest on participant loans2022-12-31$459
Value of interest in common/collective trusts at end of year2022-12-31$2,852,247,965
Value of interest in common/collective trusts at beginning of year2022-12-31$2,531,726,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-222,508,315
Net investment gain or loss from common/collective trusts2022-12-31$-409,684,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$116,759,468
Employer contributions (assets) at end of year2022-12-31$3,021,918
Employer contributions (assets) at beginning of year2022-12-31$239,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$251,987,716
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$968,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$820,202
Total income from all sources (including contributions)2021-12-31$590,214,142
Total of all expenses incurred2021-12-31$215,685,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$211,772,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$230,292,398
Value of total assets at end of year2021-12-31$2,883,976,058
Value of total assets at beginning of year2021-12-31$2,509,298,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,912,867
Total interest from all sources2021-12-31$696
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,271,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$22,271,303
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$137,754,449
Participant contributions at end of year2021-12-31$11,188
Participant contributions at beginning of year2021-12-31$20,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,690,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$968,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$820,202
Other income not declared elsewhere2021-12-31$153,991
Administrative expenses (other) incurred2021-12-31$219,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$374,528,908
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,883,007,648
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,508,478,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,693,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$351,998,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,109,261,861
Interest on participant loans2021-12-31$696
Value of interest in common/collective trusts at end of year2021-12-31$2,531,726,571
Value of interest in common/collective trusts at beginning of year2021-12-31$1,358,002,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$114,080,231
Net investment gain or loss from common/collective trusts2021-12-31$223,415,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$76,847,824
Employer contributions (assets) at end of year2021-12-31$239,346
Employer contributions (assets) at beginning of year2021-12-31$42,013,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$211,772,367
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$820,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$740,147
Total income from all sources (including contributions)2020-12-31$587,659,662
Total of all expenses incurred2020-12-31$192,725,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,592,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$266,795,621
Value of total assets at end of year2020-12-31$2,509,298,942
Value of total assets at beginning of year2020-12-31$2,114,284,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,132,779
Total interest from all sources2020-12-31$784
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,730,789
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$22,730,789
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$119,548,315
Participant contributions at end of year2020-12-31$20,710
Participant contributions at beginning of year2020-12-31$21,459
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$36,651,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$820,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$740,147
Other income not declared elsewhere2020-12-31$175,883
Administrative expenses (other) incurred2020-12-31$987,281
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$394,934,407
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,508,478,740
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,113,544,333
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
Investment advisory and management fees2020-12-31$2,145,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,109,261,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$911,864,714
Interest on participant loans2020-12-31$784
Value of interest in common/collective trusts at end of year2020-12-31$1,358,002,554
Value of interest in common/collective trusts at beginning of year2020-12-31$1,162,812,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$139,166,687
Net investment gain or loss from common/collective trusts2020-12-31$158,789,898
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$110,596,144
Employer contributions (assets) at end of year2020-12-31$42,013,817
Employer contributions (assets) at beginning of year2020-12-31$39,585,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,592,476
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 401k financial data
Total transfer of assets to this plan2019-12-31$2,326,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$740,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$681,465
Total income from all sources (including contributions)2019-12-31$692,274,048
Total of all expenses incurred2019-12-31$174,213,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$171,370,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$339,897,155
Value of total assets at end of year2019-12-31$2,114,284,480
Value of total assets at beginning of year2019-12-31$1,593,838,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,843,049
Total interest from all sources2019-12-31$701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,557,414
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$20,557,414
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$111,802,398
Participant contributions at end of year2019-12-31$21,459
Participant contributions at beginning of year2019-12-31$9,550
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$3,414,548
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$123,659,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$740,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$681,465
Administrative expenses (other) incurred2019-12-31$797,458
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$518,060,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,113,544,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,593,157,212
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,045,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$911,864,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$677,088,872
Interest on participant loans2019-12-31$701
Value of interest in common/collective trusts at end of year2019-12-31$1,162,812,439
Value of interest in common/collective trusts at beginning of year2019-12-31$872,681,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$220,617,931
Net investment gain or loss from common/collective trusts2019-12-31$111,200,847
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$104,435,095
Employer contributions (assets) at end of year2019-12-31$39,585,868
Employer contributions (assets) at beginning of year2019-12-31$40,644,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$171,370,232
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$681,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$652,841
Total income from all sources (including contributions)2018-12-31$120,569,737
Total of all expenses incurred2018-12-31$137,695,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,085,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$227,878,491
Value of total assets at end of year2018-12-31$1,593,838,677
Value of total assets at beginning of year2018-12-31$1,610,935,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,609,571
Total interest from all sources2018-12-31$239
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,938,303
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$14,938,303
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$104,112,325
Participant contributions at end of year2018-12-31$9,550
Participant contributions at beginning of year2018-12-31$11,427
Participant contributions at end of year2018-12-31$3,414,548
Participant contributions at beginning of year2018-12-31$3,296,363
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,919,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$681,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$652,841
Administrative expenses (other) incurred2018-12-31$666,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,125,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,593,157,212
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,610,282,757
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
Investment advisory and management fees2018-12-31$1,942,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$677,088,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$707,166,619
Interest on participant loans2018-12-31$239
Value of interest in common/collective trusts at end of year2018-12-31$872,681,532
Value of interest in common/collective trusts at beginning of year2018-12-31$883,618,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-59,493,556
Net investment gain or loss from common/collective trusts2018-12-31$-62,753,740
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$99,847,158
Employer contributions (assets) at end of year2018-12-31$40,644,175
Employer contributions (assets) at beginning of year2018-12-31$16,843,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,085,711
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 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$652,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$679,619
Total income from all sources (including contributions)2017-12-31$420,962,199
Total of all expenses incurred2017-12-31$110,047,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,708,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$189,580,786
Value of total assets at end of year2017-12-31$1,610,935,598
Value of total assets at beginning of year2017-12-31$1,300,048,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,339,885
Total interest from all sources2017-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,148,124
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$12,148,124
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$96,843,959
Participant contributions at end of year2017-12-31$11,427
Participant contributions at end of year2017-12-31$3,296,363
Participant contributions at beginning of year2017-12-31$3,022,194
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,833,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,288,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$652,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$679,619
Administrative expenses (other) incurred2017-12-31$823,329
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$39,626
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$310,914,310
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,610,282,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,299,368,447
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
Investment advisory and management fees2017-12-31$1,516,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$707,166,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,292,879,457
Interest on participant loans2017-12-31$410
Value of interest in common/collective trusts at end of year2017-12-31$883,618,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$102,553,144
Net investment gain or loss from common/collective trusts2017-12-31$116,679,735
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$72,903,117
Employer contributions (assets) at end of year2017-12-31$16,843,165
Employer contributions (assets) at beginning of year2017-12-31$2,817,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,708,004
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 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 401k financial data
Total transfer of assets to this plan2016-12-31$9,607,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$679,619
Total income from all sources (including contributions)2016-12-31$240,047,688
Total of all expenses incurred2016-12-31$82,867,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,545,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$152,647,973
Value of total assets at end of year2016-12-31$1,300,048,066
Value of total assets at beginning of year2016-12-31$1,132,580,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,322,454
Total interest from all sources2016-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,168,327
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$32,168,327
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$87,288,826
Participant contributions at end of year2016-12-31$3,022,194
Participant contributions at beginning of year2016-12-31$2,623,642
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,741,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,288,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$679,619
Other income not declared elsewhere2016-12-31$1,625,906
Administrative expenses (other) incurred2016-12-31$1,609,018
Total non interest bearing cash at end of year2016-12-31$39,626
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$157,180,185
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,299,368,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,132,580,425
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
Investment advisory and management fees2016-12-31$713,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,292,879,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,062,216,568
Interest earned on other investments2016-12-31$137
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$53,501,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,605,345
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$55,617,381
Employer contributions (assets) at end of year2016-12-31$2,817,901
Employer contributions (assets) at beginning of year2016-12-31$14,239,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,545,049
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 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 401k financial data
Total transfer of assets to this plan2015-12-31$380,172,212
Total income from all sources (including contributions)2015-12-31$100,377,702
Total of all expenses incurred2015-12-31$66,593,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,911,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$123,069,637
Value of total assets at end of year2015-12-31$1,132,580,425
Value of total assets at beginning of year2015-12-31$718,624,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,682,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,835,863
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$28,835,863
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$64,621,640
Participant contributions at end of year2015-12-31$2,623,642
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,415,634
Other income not declared elsewhere2015-12-31$800,500
Administrative expenses (other) incurred2015-12-31$861,318
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$33,783,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,132,580,425
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$718,624,349
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
Investment advisory and management fees2015-12-31$820,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,062,216,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$666,467,994
Value of interest in master investment trust accounts at end of year2015-12-31$53,501,118
Value of interest in master investment trust accounts at beginning of year2015-12-31$46,601,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-52,973,454
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 plan2015-12-31Yes
Contributions received in cash from employer2015-12-31$55,032,363
Employer contributions (assets) at end of year2015-12-31$14,239,097
Employer contributions (assets) at beginning of year2015-12-31$5,555,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$64,911,712
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 401k financial data
Total transfer of assets to this plan2014-12-31$3,552,328
Total income from all sources (including contributions)2014-12-31$123,546,574
Total of all expenses incurred2014-12-31$65,461,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,758,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$77,500,223
Value of total assets at end of year2014-12-31$718,624,349
Value of total assets at beginning of year2014-12-31$656,986,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$702,540
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,623,413
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$18,623,413
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$40,554,489
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,468,030
Other income not declared elsewhere2014-12-31$199,484
Administrative expenses (other) incurred2014-12-31$20,324
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$58,085,414
Value of net assets at end of year (total assets less liabilities)2014-12-31$718,624,349
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$656,986,607
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
Investment advisory and management fees2014-12-31$682,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$666,467,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$488,513,792
Value of interest in master investment trust accounts at end of year2014-12-31$46,601,123
Value of interest in master investment trust accounts at beginning of year2014-12-31$46,582,269
Value of interest in common/collective trusts at beginning of year2014-12-31$117,755,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,022,579
Net investment gain or loss from common/collective trusts2014-12-31$15,625,434
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$34,477,704
Employer contributions (assets) at end of year2014-12-31$5,555,232
Employer contributions (assets) at beginning of year2014-12-31$4,135,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,758,620
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$143,382,730
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$49,408,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,684,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,864,670
Value of total assets at end of year2013-12-31$656,986,607
Value of total assets at beginning of year2013-12-31$563,012,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$723,841
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,746,379
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$16,746,379
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$150,927
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$93,974,202
Value of net assets at end of year (total assets less liabilities)2013-12-31$656,986,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$563,012,405
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
Investment advisory and management fees2013-12-31$572,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$488,513,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$411,494,395
Value of interest in master investment trust accounts at end of year2013-12-31$46,582,269
Value of interest in master investment trust accounts at beginning of year2013-12-31$47,807,361
Value of interest in common/collective trusts at end of year2013-12-31$117,755,292
Value of interest in common/collective trusts at beginning of year2013-12-31$98,608,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$52,942,991
Net investment gain or loss from common/collective trusts2013-12-31$30,037,754
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$43,864,670
Employer contributions (assets) at end of year2013-12-31$4,135,254
Employer contributions (assets) at beginning of year2013-12-31$5,102,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,684,687
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 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 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$0
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$117,017,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$32,940,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,278,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$47,599,909
Value of total assets at end of year2012-12-31$563,012,405
Value of total assets at beginning of year2012-12-31$478,935,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$662,131
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,087,585
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$12,087,585
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
Administrative expenses (other) incurred2012-12-31$160,196
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$84,076,435
Value of net assets at end of year (total assets less liabilities)2012-12-31$563,012,405
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$478,935,970
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
Investment advisory and management fees2012-12-31$501,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$411,494,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$345,276,711
Value of interest in master investment trust accounts at end of year2012-12-31$47,807,361
Value of interest in master investment trust accounts at beginning of year2012-12-31$44,922,152
Value of interest in common/collective trusts at end of year2012-12-31$98,608,372
Value of interest in common/collective trusts at beginning of year2012-12-31$84,118,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$42,212,097
Net investment gain or loss from common/collective trusts2012-12-31$13,539,510
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$47,599,909
Employer contributions (assets) at end of year2012-12-31$5,102,277
Employer contributions (assets) at beginning of year2012-12-31$4,618,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,278,478
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 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$40,799,191
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,902,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,370,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$45,417,455
Value of total assets at end of year2011-12-31$478,935,970
Value of total assets at beginning of year2011-12-31$466,038,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$531,589
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,586,881
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$9,586,881
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
Administrative expenses (other) incurred2011-12-31$145,288
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$12,897,033
Value of net assets at end of year (total assets less liabilities)2011-12-31$478,935,970
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$466,038,937
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
Investment advisory and management fees2011-12-31$386,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$345,276,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$335,723,248
Value of interest in master investment trust accounts at end of year2011-12-31$44,922,152
Value of interest in master investment trust accounts at beginning of year2011-12-31$48,529,454
Value of interest in common/collective trusts at end of year2011-12-31$84,118,484
Value of interest in common/collective trusts at beginning of year2011-12-31$77,400,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,908,572
Net investment gain or loss from common/collective trusts2011-12-31$1,783,647
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$45,417,455
Employer contributions (assets) at end of year2011-12-31$4,618,623
Employer contributions (assets) at beginning of year2011-12-31$4,385,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,370,569
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 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$0
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$94,741,661
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$33,311,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,933,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$41,258,413
Value of total assets at end of year2010-12-31$466,038,937
Value of total assets at beginning of year2010-12-31$404,608,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$378,384
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,619,892
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$8,619,892
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
Administrative expenses (other) incurred2010-12-31$159,139
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$61,430,237
Value of net assets at end of year (total assets less liabilities)2010-12-31$466,038,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$404,608,700
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
Investment advisory and management fees2010-12-31$219,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$335,723,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$286,502,208
Value of interest in master investment trust accounts at end of year2010-12-31$48,529,454
Value of interest in master investment trust accounts at beginning of year2010-12-31$48,738,581
Value of interest in common/collective trusts at end of year2010-12-31$77,400,614
Value of interest in common/collective trusts at beginning of year2010-12-31$64,997,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$31,900,225
Net investment gain or loss from common/collective trusts2010-12-31$10,105,244
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$41,258,413
Employer contributions (assets) at end of year2010-12-31$4,385,621
Employer contributions (assets) at beginning of year2010-12-31$4,370,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,933,040
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 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 IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A)

2022: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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