401k Plan data: REGINA MEDICAL CENTER SECTION 403(B) PLAN plan

REGINA MEDICAL CENTER SECTION 403(B) PLAN 401k Plan overview

Plan Name	REGINA MEDICAL CENTER SECTION 403(B) PLAN
Plan identification number	014

REGINA MEDICAL CENTER SECTION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

ALLINA HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: ALLINA HEALTH SYSTEM

Employer identification number (EIN): 363261413

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about ALLINA HEALTH SYSTEM

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 904432

More information about ALLINA HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGINA MEDICAL CENTER SECTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
014 2014-01-01 JOHN T KNIGHT
014 2013-01-01 JOHN T KNIGHT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
014	2014-01-01	JOHN T KNIGHT
014	2013-01-01	JOHN T KNIGHT

Plan Statistics for REGINA MEDICAL CENTER SECTION 403(B) PLAN

401k plan membership statisitcs for REGINA MEDICAL CENTER SECTION 403(B) PLAN

Measure Date Value
2014: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 708
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 957
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 518
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 190
Total of all active and inactive participants 2013-01-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 708
Number of participants with account balances 2013-01-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7

Measure	Date	Value
2014: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	708
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	957
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	518
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	190
Total of all active and inactive participants	2013-01-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	708
Number of participants with account balances	2013-01-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7

Financial Data on REGINA MEDICAL CENTER SECTION 403(B) PLAN

Measure	Date	Value
2014 : REGINA MEDICAL CENTER SECTION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$15,675
Total income from all sources (including contributions)	2014-12-31	$40,720
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$22,371,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$22,314,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$22,346,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,498
Total interest from all sources	2014-12-31	$1,566
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$35,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$35,085
Administrative expenses professional fees incurred	2014-12-31	$44,836
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$234,103
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$10,460
Other income not declared elsewhere	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$5,215
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-22,330,513
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,330,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$22,005,308
Interest on participant loans	2014-12-31	$1,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$106,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$106,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$22,314,735
Contract administrator fees	2014-12-31	$11,662
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : REGINA MEDICAL CENTER SECTION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$15,675
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	$6,229,924
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,044,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,998,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,353,046
Value of total assets at end of year	2013-12-31	$22,346,188
Value of total assets at beginning of year	2013-12-31	$19,144,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$46,134
Total interest from all sources	2013-12-31	$10,156
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$999,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$999,288
Administrative expenses professional fees incurred	2013-12-31	$30,215
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,468,822
Participant contributions at end of year	2013-12-31	$234,103
Participant contributions at beginning of year	2013-12-31	$238,603
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$53,444
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$148,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$10,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$5,215
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,185,660
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,330,513
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,144,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,919
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$22,005,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,820,093
Interest on participant loans	2013-12-31	$10,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$106,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,867,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$736,080
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$32,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,998,130
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-12-31	410746749

Form 5500 Responses for REGINA MEDICAL CENTER SECTION 403(B) PLAN

2014: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REGINA MEDICAL CENTER SECTION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLINA HEALTH SYSTEM
Employer identification number (EIN):	363261413
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	904432