401k Plan data: MUNSON MEDICAL CENTER RETIREMENT PLAN plan

MUNSON MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	MUNSON MEDICAL CENTER RETIREMENT PLAN
Plan identification number	002

MUNSON MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUNSON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: MUNSON MEDICAL CENTER

Employer identification number (EIN): 381362830

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNSON MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 MARK A. HEPLER
002 2009-01-01 MARK A. HEPLER MARK A. HEPLER 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	MARK A. HEPLER
002	2009-01-01	MARK A. HEPLER		MARK A. HEPLER	2010-10-13

Plan Statistics for MUNSON MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for MUNSON MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2011: MUNSON MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4,967
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,572
Number of retired or separated participants receiving benefits 2011-01-01 988
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,320
Total of all active and inactive participants 2011-01-01 4,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 45
Total participants 2011-01-01 4,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2009: MUNSON MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,016
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,875
Number of retired or separated participants receiving benefits 2009-01-01 830
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,245
Total of all active and inactive participants 2009-01-01 4,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 36
Total participants 2009-01-01 4,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2011: MUNSON MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4,967
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,572
Number of retired or separated participants receiving benefits	2011-01-01	988
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,320
Total of all active and inactive participants	2011-01-01	4,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	45
Total participants	2011-01-01	4,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2009: MUNSON MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,016
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,875
Number of retired or separated participants receiving benefits	2009-01-01	830
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,245
Total of all active and inactive participants	2009-01-01	4,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	36
Total participants	2009-01-01	4,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on MUNSON MEDICAL CENTER RETIREMENT PLAN

Measure	Date	Value
2011 : MUNSON MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-201,357
Total unrealized appreciation/depreciation of assets	2011-12-31	$-201,357
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	$20,795,933
Total loss/gain on sale of assets	2011-12-31	$734,522
Total of all expenses incurred	2011-12-31	$6,546,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,582,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$15,000,000
Value of total assets at end of year	2011-12-31	$221,360,304
Value of total assets at beginning of year	2011-12-31	$207,110,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$964,289
Total interest from all sources	2011-12-31	$3,963,892
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,577,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$59,642
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$1,813,432
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$1,530,846
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$9,475,729
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$8,195,160
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$832,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$701,747
Other income not declared elsewhere	2011-12-31	$-287,924
Administrative expenses (other) incurred	2011-12-31	$19,575
Total non interest bearing cash at end of year	2011-12-31	$7,664
Total non interest bearing cash at beginning of year	2011-12-31	$2,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$14,249,450
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$221,360,304
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$207,110,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$885,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$91,555
Interest earned on other investments	2011-12-31	$271,441
Income. Interest from US Government securities	2011-12-31	$1,828,474
Income. Interest from corporate debt instruments	2011-12-31	$1,862,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$25,193,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$22,827,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$22,827,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,915
Asset value of US Government securities at end of year	2011-12-31	$51,920,003
Asset value of US Government securities at beginning of year	2011-12-31	$46,164,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$9,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$15,000,000
Employer contributions (assets) at end of year	2011-12-31	$15,000,000
Employer contributions (assets) at beginning of year	2011-12-31	$18,000,000
Income. Dividends from preferred stock	2011-12-31	$247,995
Income. Dividends from common stock	2011-12-31	$1,329,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,582,194
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$43,231,191
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$36,513,395
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$73,886,580
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$73,083,798
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$292,793,825
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$292,059,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BDO, USA, LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : MUNSON MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$11,156,487
Total unrealized appreciation/depreciation of assets	2010-12-31	$11,156,487
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	$33,494,605
Total loss/gain on sale of assets	2010-12-31	$514,872
Total of all expenses incurred	2010-12-31	$6,021,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,312,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$18,000,000
Value of total assets at end of year	2010-12-31	$207,110,854
Value of total assets at beginning of year	2010-12-31	$179,637,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$708,708
Total interest from all sources	2010-12-31	$2,106,260
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,247,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$1,530,846
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$1,666,305
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$8,195,160
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$7,829,630
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$701,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$472,644
Other income not declared elsewhere	2010-12-31	$248,501
Administrative expenses (other) incurred	2010-12-31	$68,789
Total non interest bearing cash at end of year	2010-12-31	$2,598
Total non interest bearing cash at beginning of year	2010-12-31	$3,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$27,473,078
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$207,110,854
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$179,637,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$639,919
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$91,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$171,696
Interest earned on other investments	2010-12-31	$211,233
Income. Interest from US Government securities	2010-12-31	$1,693,585
Income. Interest from corporate debt instruments	2010-12-31	$177,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$22,827,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$21,560,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$21,560,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$24,359
Asset value of US Government securities at end of year	2010-12-31	$46,164,584
Asset value of US Government securities at beginning of year	2010-12-31	$56,703,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$220,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$18,000,000
Employer contributions (assets) at end of year	2010-12-31	$18,000,000
Employer contributions (assets) at beginning of year	2010-12-31	$19,500,000
Income. Dividends from preferred stock	2010-12-31	$209,855
Income. Dividends from common stock	2010-12-31	$1,038,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,312,819
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$36,513,395
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$10,607,991
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$73,083,798
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$61,121,825
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$299,284,939
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$298,770,067
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO, USA, LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : MUNSON MEDICAL CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MUNSON MEDICAL CENTER RETIREMENT PLAN

2011: MUNSON MEDICAL CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MUNSON MEDICAL CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MUNSON MEDICAL CENTER
Employer identification number (EIN):	381362830
NAIC Classification:	622000
NAIC Description:	Hospitals