401k Plan data: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN plan

UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN
Plan identification number	003

UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

FROEDTERT SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: FROEDTERT SOUTH, INC.

Employer identification number (EIN): 390816845

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 THOMAS J KELLEY
003 2016-01-01 THOMAS J KELLEY
003 2015-01-01 THOMAS J KELLEY
003 2014-01-01 THOMAS J KELLEY
003 2013-01-01 THOMAS J KELLEY
003 2012-01-01 THOMAS J KELLEY

Plan Statistics for UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,298
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,395
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 235
Total of all active and inactive participants 2022-01-01 2,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 2,646
Number of participants with account balances 2022-01-01 1,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,302
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,065
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 220
Total of all active and inactive participants 2021-01-01 2,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 2,298
Number of participants with account balances 2021-01-01 1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,655
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,092
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 205
Total of all active and inactive participants 2020-01-01 2,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 2,302
Number of participants with account balances 2020-01-01 1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,536
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,564
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 85
Total of all active and inactive participants 2019-01-01 1,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,655
Number of participants with account balances 2019-01-01 852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,374
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,429
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 104
Total of all active and inactive participants 2018-01-01 1,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,536
Number of participants with account balances 2018-01-01 727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,264
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,205
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 96
Total of all active and inactive participants 2017-01-01 1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 1,305
Number of participants with account balances 2017-01-01 620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,160
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 100
Total of all active and inactive participants 2016-01-01 1,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,261
Number of participants with account balances 2016-01-01 541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 802
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,095
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 62
Total of all active and inactive participants 2015-01-01 1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,157
Number of participants with account balances 2015-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 786
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 16
Total of all active and inactive participants 2014-01-01 802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 802
Number of participants with account balances 2014-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 608
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 5
Total of all active and inactive participants 2013-01-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 613
Number of participants with account balances 2013-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 432
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 437
Number of participants with account balances 2012-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,298
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,395
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	235
Total of all active and inactive participants	2022-01-01	2,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	2,646
Number of participants with account balances	2022-01-01	1,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,302
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,065
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	220
Total of all active and inactive participants	2021-01-01	2,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	2,298
Number of participants with account balances	2021-01-01	1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,655
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,092
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	205
Total of all active and inactive participants	2020-01-01	2,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	2,302
Number of participants with account balances	2020-01-01	1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,536
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,564
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	85
Total of all active and inactive participants	2019-01-01	1,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,655
Number of participants with account balances	2019-01-01	852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,374
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,429
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	104
Total of all active and inactive participants	2018-01-01	1,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,536
Number of participants with account balances	2018-01-01	727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,264
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,205
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	96
Total of all active and inactive participants	2017-01-01	1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	1,305
Number of participants with account balances	2017-01-01	620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,160
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	100
Total of all active and inactive participants	2016-01-01	1,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,261
Number of participants with account balances	2016-01-01	541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,095
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	62
Total of all active and inactive participants	2015-01-01	1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,157
Number of participants with account balances	2015-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	786
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	16
Total of all active and inactive participants	2014-01-01	802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	802
Number of participants with account balances	2014-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	608
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	5
Total of all active and inactive participants	2013-01-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	613
Number of participants with account balances	2013-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	432
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	437
Number of participants with account balances	2012-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,063,924
Total of all expenses incurred	2022-12-31	$5,564,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,399,308
Expenses. Certain deemed distributions of participant loans	2022-12-31	$72,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,662,607
Value of total assets at end of year	2022-12-31	$60,955,894
Value of total assets at beginning of year	2022-12-31	$69,583,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$92,580
Total interest from all sources	2022-12-31	$32,364
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$992,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$992,276
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,541,523
Participant contributions at end of year	2022-12-31	$478,881
Participant contributions at beginning of year	2022-12-31	$479,024
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,207,521
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,278,343
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$121,084
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$2,112
Other income not declared elsewhere	2022-12-31	$-137,110
Administrative expenses (other) incurred	2022-12-31	$87,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,627,950
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$60,955,894
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$69,583,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$57,959,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$66,599,518
Interest on participant loans	2022-12-31	$10,193
Interest earned on other investments	2022-12-31	$22,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,308,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,224,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,614,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,399,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$17,437,195
Total of all expenses incurred	2021-12-31	$5,554,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,373,147
Expenses. Certain deemed distributions of participant loans	2021-12-31	$57,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,117,892
Value of total assets at end of year	2021-12-31	$69,583,844
Value of total assets at beginning of year	2021-12-31	$57,701,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$123,642
Total interest from all sources	2021-12-31	$37,205
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,276,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,276,172
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,731,073
Participant contributions at end of year	2021-12-31	$479,024
Participant contributions at beginning of year	2021-12-31	$426,495
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,278,343
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,833,801
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$386,819
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$2,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$4,118
Other income not declared elsewhere	2021-12-31	$223,611
Administrative expenses (other) incurred	2021-12-31	$116,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,882,710
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$69,583,844
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$57,701,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$6,973
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$66,599,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$54,425,929
Interest on participant loans	2021-12-31	$17,592
Interest earned on other investments	2021-12-31	$19,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,224,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,010,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,782,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,373,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$27,922,066
Total income from all sources (including contributions)	2020-12-31	$18,436,820
Total of all expenses incurred	2020-12-31	$4,236,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,075,964
Expenses. Certain deemed distributions of participant loans	2020-12-31	$57,671
Value of total corrective distributions	2020-12-31	$8,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,354,123
Value of total assets at end of year	2020-12-31	$57,701,134
Value of total assets at beginning of year	2020-12-31	$15,578,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$94,051
Total interest from all sources	2020-12-31	$19,854
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$913,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$913,537
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,807,926
Participant contributions at end of year	2020-12-31	$426,495
Participant contributions at beginning of year	2020-12-31	$172,698
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,833,801
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$546,197
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$4,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$894
Other income not declared elsewhere	2020-12-31	$367,790
Administrative expenses (other) incurred	2020-12-31	$94,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$14,200,704
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$57,701,134
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,578,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$54,425,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,335,535
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$69,237
Interest on participant loans	2020-12-31	$16,230
Interest earned on other investments	2020-12-31	$3,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,010,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,769,432
Net investment gain/loss from pooled separate accounts	2020-12-31	$12,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,075,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,520,628
Total of all expenses incurred	2019-12-31	$1,486,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,400,083
Expenses. Certain deemed distributions of participant loans	2019-12-31	$53,424
Value of total corrective distributions	2019-12-31	$1,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,850,025
Value of total assets at end of year	2019-12-31	$15,578,364
Value of total assets at beginning of year	2019-12-31	$10,544,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,735
Total interest from all sources	2019-12-31	$9,734
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$247,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$247,984
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,206,413
Participant contributions at end of year	2019-12-31	$172,698
Participant contributions at beginning of year	2019-12-31	$152,773
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$643,612
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,015
Administrative expenses (other) incurred	2019-12-31	$31,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,033,880
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,578,364
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,544,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,335,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,275,779
Value of interest in pooled separate accounts at end of year	2019-12-31	$69,237
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$113,917
Interest on participant loans	2019-12-31	$9,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,410,775
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,400,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,152,093
Total of all expenses incurred	2018-12-31	$648,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$607,957
Expenses. Certain deemed distributions of participant loans	2018-12-31	$12,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,848,632
Value of total assets at end of year	2018-12-31	$10,544,484
Value of total assets at beginning of year	2018-12-31	$9,041,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$28,197
Total interest from all sources	2018-12-31	$6,100
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$191,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$191,448
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,633,305
Participant contributions at end of year	2018-12-31	$152,773
Participant contributions at beginning of year	2018-12-31	$101,502
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$79,277
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$215,327
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$529
Administrative expenses (other) incurred	2018-12-31	$28,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,503,343
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,544,484
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,041,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,275,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,759,729
Value of interest in pooled separate accounts at end of year	2018-12-31	$113,917
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$100,104
Interest on participant loans	2018-12-31	$6,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-894,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$607,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,621,338
Total of all expenses incurred	2017-12-31	$833,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$784,305
Expenses. Certain deemed distributions of participant loans	2017-12-31	$26,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,428,068
Value of total assets at end of year	2017-12-31	$9,041,141
Value of total assets at beginning of year	2017-12-31	$6,253,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,180
Total interest from all sources	2017-12-31	$2,676
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$147,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$147,397
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,042,169
Participant contributions at end of year	2017-12-31	$101,502
Participant contributions at beginning of year	2017-12-31	$91,508
Participant contributions at end of year	2017-12-31	$79,277
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$385,899
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$513
Administrative expenses (other) incurred	2017-12-31	$23,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,787,707
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,041,141
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,253,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,759,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,070,119
Value of interest in pooled separate accounts at end of year	2017-12-31	$100,104
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$91,294
Interest on participant loans	2017-12-31	$2,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,042,071
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$784,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,445,499
Total of all expenses incurred	2016-12-31	$375,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$346,073
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,047
Value of total corrective distributions	2016-12-31	$2,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,980,187
Value of total assets at end of year	2016-12-31	$6,253,434
Value of total assets at beginning of year	2016-12-31	$4,183,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,608
Total interest from all sources	2016-12-31	$1,235
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$100,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$100,789
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,651,099
Participant contributions at end of year	2016-12-31	$91,508
Participant contributions at beginning of year	2016-12-31	$47,255
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$329,088
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$87
Administrative expenses (other) incurred	2016-12-31	$20,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,069,723
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,253,434
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,183,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,070,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,061,783
Value of interest in pooled separate accounts at end of year	2016-12-31	$91,294
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$74,586
Interest on participant loans	2016-12-31	$1,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$362,268
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$346,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,900,085
Total of all expenses incurred	2015-12-31	$435,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$408,685
Expenses. Certain deemed distributions of participant loans	2015-12-31	$12,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,970,325
Value of total assets at end of year	2015-12-31	$4,183,711
Value of total assets at beginning of year	2015-12-31	$2,719,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,177
Total interest from all sources	2015-12-31	$578
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$54,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$54,590
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,247,747
Participant contributions at end of year	2015-12-31	$47,255
Participant contributions at beginning of year	2015-12-31	$30,223
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$37,377
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$722,578
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$87
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$259
Administrative expenses (other) incurred	2015-12-31	$14,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,464,393
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,183,711
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,719,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,061,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,570,790
Value of interest in pooled separate accounts at end of year	2015-12-31	$74,586
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$80,669
Interest on participant loans	2015-12-31	$578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-126,105
Net investment gain/loss from pooled separate accounts	2015-12-31	$697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$408,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,186,035
Total of all expenses incurred	2014-12-31	$138,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$129,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,063,458
Value of total assets at end of year	2014-12-31	$2,719,318
Value of total assets at beginning of year	2014-12-31	$1,671,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,538
Total interest from all sources	2014-12-31	$350
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$39,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$39,796
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
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
Contributions received from participants	2014-12-31	$942,783
Participant contributions at end of year	2014-12-31	$30,223
Participant contributions at beginning of year	2014-12-31	$1,500
Participant contributions at end of year	2014-12-31	$37,377
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$120,675
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$3
Administrative expenses (other) incurred	2014-12-31	$8,538
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	$1,047,711
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,719,318
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,671,607
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	$2,570,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,600,731
Value of interest in pooled separate accounts at end of year	2014-12-31	$80,669
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$69,373
Interest on participant loans	2014-12-31	$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$81,416
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,015
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$129,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	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	No
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	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$2,090
Total transfer of assets from this plan	2013-12-31	$633
Total income from all sources (including contributions)	2013-12-31	$1,184,237
Total of all expenses incurred	2013-12-31	$62,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$59,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,004,700
Value of total assets at end of year	2013-12-31	$1,671,607
Value of total assets at beginning of year	2013-12-31	$548,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,354
Total interest from all sources	2013-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$25,828
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	$25,828
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
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	$729,823
Participant contributions at end of year	2013-12-31	$1,500
Participant contributions at beginning of year	2013-12-31	$1,570
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$274,877
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$32
Administrative expenses (other) incurred	2013-12-31	$3,354
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	$1,121,851
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,671,607
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$548,299
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,600,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$511,088
Value of interest in pooled separate accounts at end of year	2013-12-31	$69,373
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$35,609
Interest on participant loans	2013-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$152,971
Net investment gain/loss from pooled separate accounts	2013-12-31	$722
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$59,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WIPFLI LLP
Accountancy firm EIN	2013-12-31	390758449
2012 : UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$206,767
Total income from all sources (including contributions)	2012-12-31	$343,550
Total of all expenses incurred	2012-12-31	$2,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$316,763
Value of total assets at end of year	2012-12-31	$548,299
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$545
Total interest from all sources	2012-12-31	$32
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$6,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$6,858
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$314,980
Participant contributions at end of year	2012-12-31	$1,570
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,783
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$341,532
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$548,299
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$511,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$35,609
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,708
Net investment gain/loss from pooled separate accounts	2012-12-31	$189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WIPFLI LLP
Accountancy firm EIN	2012-12-31	390758449

Form 5500 Responses for UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

2022: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED HOSPITAL SYSTEM, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1523
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1523
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1454
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1454
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1463
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	1463
Insurance policy start date	2020-10-15
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	852
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	727
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069469

Policy instance

Insurance contract or identification number	TT069469
Number of Individuals Covered	620
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FROEDTERT SOUTH, INC.
Employer identification number (EIN):	390816845
NAIC Classification:	622000
NAIC Description:	Hospitals