Logo

BELLIN HEALTH 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBELLIN HEALTH 401(K) RETIREMENT PLAN
Plan identification number 002

BELLIN HEALTH 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELLIN HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BELLIN HEALTH SYSTEMS, INC.
Employer identification number (EIN):391512904
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLIN HEALTH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022016-10-01TROY KOEBKE
0022015-10-01TROY KOEBKE
0022014-10-01TROY KOEBKE
0022013-10-01TROY KOEBKE
0022012-10-01TROY KOEBKE
0022011-10-01KEN PETERS
0022010-10-01KEN PETERS KEN PETERS2012-07-13
0022009-10-01KEN PETERS KEN PETERS2011-06-10

Plan Statistics for BELLIN HEALTH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BELLIN HEALTH 401(K) RETIREMENT PLAN

Measure Date Value
2022: BELLIN HEALTH 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-016,083
Total number of active participants reported on line 7a of the Form 55002022-10-015,013
Number of retired or separated participants receiving benefits2022-10-01102
Number of other retired or separated participants entitled to future benefits2022-10-011,383
Total of all active and inactive participants2022-10-016,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-0111
Total participants2022-10-016,509
Number of participants with account balances2022-10-016,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0132
2021: BELLIN HEALTH 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-016,002
Total number of active participants reported on line 7a of the Form 55002021-10-014,696
Number of retired or separated participants receiving benefits2021-10-0186
Number of other retired or separated participants entitled to future benefits2021-10-011,296
Total of all active and inactive participants2021-10-016,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-015
Total participants2021-10-016,083
Number of participants with account balances2021-10-016,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0173
2020: BELLIN HEALTH 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-015,444
Total number of active participants reported on line 7a of the Form 55002020-10-014,558
Number of retired or separated participants receiving benefits2020-10-0168
Number of other retired or separated participants entitled to future benefits2020-10-011,096
Total of all active and inactive participants2020-10-015,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0111
Total participants2020-10-015,733
Number of participants with account balances2020-10-015,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0142
2019: BELLIN HEALTH 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-015,366
Total number of active participants reported on line 7a of the Form 55002019-10-014,282
Number of retired or separated participants receiving benefits2019-10-0190
Number of other retired or separated participants entitled to future benefits2019-10-011,061
Total of all active and inactive participants2019-10-015,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0111
Total participants2019-10-015,444
Number of participants with account balances2019-10-015,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0137
2016: BELLIN HEALTH 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-014,507
Total number of active participants reported on line 7a of the Form 55002016-10-013,627
Number of retired or separated participants receiving benefits2016-10-0135
Number of other retired or separated participants entitled to future benefits2016-10-01330
Total of all active and inactive participants2016-10-013,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-016
Total participants2016-10-013,998
Number of participants with account balances2016-10-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0116
2015: BELLIN HEALTH 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-014,117
Total number of active participants reported on line 7a of the Form 55002015-10-013,521
Number of retired or separated participants receiving benefits2015-10-0143
Number of other retired or separated participants entitled to future benefits2015-10-01576
Total of all active and inactive participants2015-10-014,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0111
Total participants2015-10-014,151
Number of participants with account balances2015-10-014,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0134
2014: BELLIN HEALTH 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-013,687
Total number of active participants reported on line 7a of the Form 55002014-10-013,317
Number of retired or separated participants receiving benefits2014-10-0140
Number of other retired or separated participants entitled to future benefits2014-10-01506
Total of all active and inactive participants2014-10-013,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-016
Total participants2014-10-013,869
Number of participants with account balances2014-10-013,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0138
2013: BELLIN HEALTH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-013,577
Total number of active participants reported on line 7a of the Form 55002013-10-013,018
Number of retired or separated participants receiving benefits2013-10-0156
Number of other retired or separated participants entitled to future benefits2013-10-01403
Total of all active and inactive participants2013-10-013,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-015
Total participants2013-10-013,482
Number of participants with account balances2013-10-013,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0197
2012: BELLIN HEALTH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013,522
Total number of active participants reported on line 7a of the Form 55002012-10-012,987
Number of retired or separated participants receiving benefits2012-10-0141
Number of other retired or separated participants entitled to future benefits2012-10-01367
Total of all active and inactive participants2012-10-013,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-016
Total participants2012-10-013,401
Number of participants with account balances2012-10-013,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-01103
2011: BELLIN HEALTH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-013,415
Total number of active participants reported on line 7a of the Form 55002011-10-012,992
Number of retired or separated participants receiving benefits2011-10-0139
Number of other retired or separated participants entitled to future benefits2011-10-01316
Total of all active and inactive participants2011-10-013,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-013,349
Number of participants with account balances2011-10-012,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0164
2010: BELLIN HEALTH 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-013,244
Total number of active participants reported on line 7a of the Form 55002010-10-012,903
Number of retired or separated participants receiving benefits2010-10-0134
Number of other retired or separated participants entitled to future benefits2010-10-01292
Total of all active and inactive participants2010-10-013,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-016
Total participants2010-10-013,235
Number of participants with account balances2010-10-012,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0166
2009: BELLIN HEALTH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-013,049
Total number of active participants reported on line 7a of the Form 55002009-10-012,649
Number of retired or separated participants receiving benefits2009-10-0120
Number of other retired or separated participants entitled to future benefits2009-10-01258
Total of all active and inactive participants2009-10-012,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-016
Total participants2009-10-012,933
Number of participants with account balances2009-10-012,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0181

Financial Data on BELLIN HEALTH 401(K) RETIREMENT PLAN

Measure Date Value
2023 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$0
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$27,500
Expenses. Interest paid2023-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-09-30$0
Total income from all sources (including contributions)2023-09-30$129,972,182
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$30,022,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$29,453,696
Expenses. Certain deemed distributions of participant loans2023-09-30$0
Value of total corrective distributions2023-09-30$4,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$60,760,887
Value of total assets at end of year2023-09-30$579,467,933
Value of total assets at beginning of year2023-09-30$479,545,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$564,134
Total income from rents2023-09-30$0
Total interest from all sources2023-09-30$338,051
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$8,908,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$8,902,927
Assets. Real estate other than employer real property at end of year2023-09-30$0
Assets. Real estate other than employer real property at beginning of year2023-09-30$0
Administrative expenses professional fees incurred2023-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-09-30$0
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$5,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$36,023,809
Participant contributions at end of year2023-09-30$0
Participant contributions at beginning of year2023-09-30$0
Participant contributions at end of year2023-09-30$1,222,446
Participant contributions at beginning of year2023-09-30$0
Assets. Other investments not covered elsewhere at end of year2023-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$4,081,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$20,083
Assets. Loans (other than to participants) at end of year2023-09-30$0
Assets. Loans (other than to participants) at beginning of year2023-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-09-30$215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-09-30$0
Other income not declared elsewhere2023-09-30$1,503
Administrative expenses (other) incurred2023-09-30$124,700
Liabilities. Value of operating payables at end of year2023-09-30$0
Liabilities. Value of operating payables at beginning of year2023-09-30$27,500
Total non interest bearing cash at end of year2023-09-30$0
Total non interest bearing cash at beginning of year2023-09-30$1,690,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Income. Non cash contributions2023-09-30$0
Value of net income/loss2023-09-30$99,949,488
Value of net assets at end of year (total assets less liabilities)2023-09-30$579,467,718
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$479,518,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Assets. partnership/joint venture interests at end of year2023-09-30$0
Assets. partnership/joint venture interests at beginning of year2023-09-30$0
Investment advisory and management fees2023-09-30$322,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$558,253,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$204,378,068
Interest on participant loans2023-09-30$0
Income. Interest from loans (other than to participants)2023-09-30$0
Interest earned on other investments2023-09-30$0
Income. Interest from US Government securities2023-09-30$0
Income. Interest from corporate debt instruments2023-09-30$0
Value of interest in master investment trust accounts at end of year2023-09-30$0
Value of interest in master investment trust accounts at beginning of year2023-09-30$0
Value of interest in common/collective trusts at end of year2023-09-30$8,733,988
Value of interest in common/collective trusts at beginning of year2023-09-30$257,231,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$334,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$334,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$338,051
Assets. Value of investments in 103.12 investment entities at end of year2023-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$0
Asset value of US Government securities at end of year2023-09-30$0
Asset value of US Government securities at beginning of year2023-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$32,907,842
Net investment gain/loss from pooled separate accounts2023-09-30$0
Net investment gain or loss from common/collective trusts2023-09-30$27,054,933
Net gain/loss from 103.12 investment entities2023-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Assets. Invements in employer securities at end of year2023-09-30$0
Assets. Invements in employer securities at beginning of year2023-09-30$0
Assets. Value of employer real property at end of year2023-09-30$0
Assets. Value of employer real property at beginning of year2023-09-30$0
Contributions received in cash from employer2023-09-30$20,655,857
Employer contributions (assets) at end of year2023-09-30$11,258,134
Employer contributions (assets) at beginning of year2023-09-30$0
Income. Dividends from preferred stock2023-09-30$0
Income. Dividends from common stock2023-09-30$6,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$29,453,696
Asset. Corporate debt instrument preferred debt at end of year2023-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-09-30$0
Contract administrator fees2023-09-30$116,830
Assets. Corporate common stocks other than exployer securities at end of year2023-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-09-30$15,891,162
Liabilities. Value of benefit claims payable at end of year2023-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-09-30$0
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Aggregate proceeds on sale of assets2023-09-30$0
Aggregate carrying amount (costs) on sale of assets2023-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-09-30$0
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30WIPFLI
Accountancy firm EIN2023-09-30390758449
2022 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-7,094,757
Total unrealized appreciation/depreciation of assets2022-09-30$-7,094,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$27,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$108,817
Total income from all sources (including contributions)2022-09-30$-50,413,640
Total loss/gain on sale of assets2022-09-30$967,171
Total of all expenses incurred2022-09-30$42,179,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$41,505,364
Value of total corrective distributions2022-09-30$2,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$57,696,708
Value of total assets at end of year2022-09-30$479,545,730
Value of total assets at beginning of year2022-09-30$572,220,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$671,872
Total interest from all sources2022-09-30$3,079
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$4,320,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$4,240,097
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$34,085,488
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$4,083,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$20,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$26,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$85,567
Other income not declared elsewhere2022-09-30$2,286
Administrative expenses (other) incurred2022-09-30$47,248
Liabilities. Value of operating payables at end of year2022-09-30$27,500
Liabilities. Value of operating payables at beginning of year2022-09-30$23,250
Total non interest bearing cash at end of year2022-09-30$1,690,723
Total non interest bearing cash at beginning of year2022-09-30$142,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-92,593,417
Value of net assets at end of year (total assets less liabilities)2022-09-30$479,518,230
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$572,111,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$232,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$204,378,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$510,802,107
Value of interest in common/collective trusts at end of year2022-09-30$257,231,488
Value of interest in common/collective trusts at beginning of year2022-09-30$36,890,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$334,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$600,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$600,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$3,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-108,078,768
Net investment gain or loss from common/collective trusts2022-09-30$1,770,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$19,528,032
Income. Dividends from common stock2022-09-30$80,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$41,505,364
Contract administrator fees2022-09-30$392,040
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$15,891,162
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$23,758,093
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$3,165,054
Aggregate carrying amount (costs) on sale of assets2022-09-30$2,197,883
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30WIPFLI
Accountancy firm EIN2022-09-30390758449
2021 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$5,890,678
Total unrealized appreciation/depreciation of assets2021-09-30$5,890,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$108,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$23,946
Total income from all sources (including contributions)2021-09-30$154,281,413
Total loss/gain on sale of assets2021-09-30$1,145,316
Total of all expenses incurred2021-09-30$44,361,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$43,693,035
Value of total corrective distributions2021-09-30$38,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$49,363,220
Value of total assets at end of year2021-09-30$572,220,464
Value of total assets at beginning of year2021-09-30$462,216,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$630,831
Total interest from all sources2021-09-30$85
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$6,976,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$6,891,424
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$28,900,090
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$3,185,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$26,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$26,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$85,567
Other income not declared elsewhere2021-09-30$-2,206
Administrative expenses (other) incurred2021-09-30$55,865
Liabilities. Value of operating payables at end of year2021-09-30$23,250
Liabilities. Value of operating payables at beginning of year2021-09-30$23,946
Total non interest bearing cash at end of year2021-09-30$142,677
Total non interest bearing cash at beginning of year2021-09-30$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$109,919,472
Value of net assets at end of year (total assets less liabilities)2021-09-30$572,111,647
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$462,192,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$574,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$510,802,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$409,441,402
Value of interest in common/collective trusts at end of year2021-09-30$36,890,394
Value of interest in common/collective trusts at beginning of year2021-09-30$33,733,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$600,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$257,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$257,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$90,741,817
Net investment gain or loss from common/collective trusts2021-09-30$165,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$17,277,961
Income. Dividends from common stock2021-09-30$85,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$43,693,035
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$23,758,093
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$18,755,606
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$5,606,799
Aggregate carrying amount (costs) on sale of assets2021-09-30$4,461,483
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30WIPFLI
Accountancy firm EIN2021-09-30390758449
2020 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$2,877,494
Total unrealized appreciation/depreciation of assets2020-09-30$2,877,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$23,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$22,244
Total income from all sources (including contributions)2020-09-30$78,917,378
Total loss/gain on sale of assets2020-09-30$30,342
Total of all expenses incurred2020-09-30$27,869,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$27,321,551
Value of total corrective distributions2020-09-30$1,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$42,118,082
Value of total assets at end of year2020-09-30$462,216,121
Value of total assets at beginning of year2020-09-30$411,166,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$546,168
Total interest from all sources2020-09-30$4,667
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$7,426,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$103,671
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$24,108,868
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$4,864,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$26,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$34,797
Other income not declared elsewhere2020-09-30$257
Administrative expenses (other) incurred2020-09-30$33,378
Liabilities. Value of operating payables at end of year2020-09-30$23,946
Liabilities. Value of operating payables at beginning of year2020-09-30$22,244
Total non interest bearing cash at end of year2020-09-30$1,850
Total non interest bearing cash at beginning of year2020-09-30$16,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$51,047,788
Value of net assets at end of year (total assets less liabilities)2020-09-30$462,192,175
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$411,144,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$512,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$409,441,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$363,356,967
Value of interest in common/collective trusts at end of year2020-09-30$33,733,389
Value of interest in common/collective trusts at beginning of year2020-09-30$30,379,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$257,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$515,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$515,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$4,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$26,123,562
Net investment gain or loss from common/collective trusts2020-09-30$336,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$13,144,990
Income. Dividends from common stock2020-09-30$7,322,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$27,321,551
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$18,755,606
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$16,864,190
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$4,225,678
Aggregate carrying amount (costs) on sale of assets2020-09-30$4,195,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30WIPFLI
Accountancy firm EIN2020-09-30390758449
2019 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$701,157
Total unrealized appreciation/depreciation of assets2019-09-30$701,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$22,244
Total income from all sources (including contributions)2019-09-30$49,717,702
Total loss/gain on sale of assets2019-09-30$-1,803,860
Total of all expenses incurred2019-09-30$28,226,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$27,721,838
Value of total corrective distributions2019-09-30$32,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$37,773,298
Value of total assets at end of year2019-09-30$411,166,631
Value of total assets at beginning of year2019-09-30$389,652,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$471,687
Total interest from all sources2019-09-30$7,955
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$6,389,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$6,346,683
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$22,383,700
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$1,193
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$2,537,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$34,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$12,166
Other income not declared elsewhere2019-09-30$142
Administrative expenses (other) incurred2019-09-30$34,869
Liabilities. Value of operating payables at end of year2019-09-30$22,244
Total non interest bearing cash at end of year2019-09-30$16,278
Total non interest bearing cash at beginning of year2019-09-30$5,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$21,491,567
Value of net assets at end of year (total assets less liabilities)2019-09-30$411,144,387
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$389,652,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$436,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$363,356,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$362,016,844
Interest on participant loans2019-09-30$21
Value of interest in common/collective trusts at end of year2019-09-30$30,379,050
Value of interest in common/collective trusts at beginning of year2019-09-30$27,616,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$515,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$7,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$6,046,934
Net investment gain or loss from common/collective trusts2019-09-30$602,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$12,851,935
Employer contributions (assets) at beginning of year2019-09-30$426
Income. Dividends from common stock2019-09-30$42,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$27,721,838
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$16,864,190
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$18,536,005
Aggregate carrying amount (costs) on sale of assets2019-09-30$20,339,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30WIPFLI
Accountancy firm EIN2019-09-30390758449
2018 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$68,985,720
Total of all expenses incurred2018-09-30$24,432,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$24,010,072
Value of total corrective distributions2018-09-30$1,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$35,035,328
Value of total assets at end of year2018-09-30$389,652,820
Value of total assets at beginning of year2018-09-30$345,099,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$421,060
Total interest from all sources2018-09-30$206
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$5,210,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$5,210,166
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$20,468,247
Participant contributions at end of year2018-09-30$1,193
Participant contributions at beginning of year2018-09-30$7,718
Participant contributions at beginning of year2018-09-30$1,849
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$2,335,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$12,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$10,200
Other income not declared elsewhere2018-09-30$242
Administrative expenses (other) incurred2018-09-30$36,230
Total non interest bearing cash at end of year2018-09-30$5,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$44,553,119
Value of net assets at end of year (total assets less liabilities)2018-09-30$389,652,820
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$345,099,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$384,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$362,016,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$320,110,639
Interest on participant loans2018-09-30$206
Value of interest in common/collective trusts at end of year2018-09-30$27,616,907
Value of interest in common/collective trusts at beginning of year2018-09-30$24,968,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$28,348,101
Net investment gain or loss from common/collective trusts2018-09-30$391,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$12,231,556
Employer contributions (assets) at end of year2018-09-30$426
Employer contributions (assets) at beginning of year2018-09-30$969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$24,010,072
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30WIPFLI
Accountancy firm EIN2018-09-30390758449
2017 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-09-30$70,690,015
Total of all expenses incurred2017-09-30$21,748,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$21,349,271
Value of total corrective distributions2017-09-30$8,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$31,569,350
Value of total assets at end of year2017-09-30$345,099,701
Value of total assets at beginning of year2017-09-30$296,158,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$390,935
Total interest from all sources2017-09-30$500
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$4,458,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$4,458,450
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$18,215,462
Participant contributions at end of year2017-09-30$7,718
Participant contributions at beginning of year2017-09-30$29,295
Participant contributions at end of year2017-09-30$1,849
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$2,122,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$10,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$8,932
Other income not declared elsewhere2017-09-30$218
Administrative expenses (other) incurred2017-09-30$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$48,941,581
Value of net assets at end of year (total assets less liabilities)2017-09-30$345,099,701
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$296,158,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$340,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$320,110,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$276,204,049
Interest on participant loans2017-09-30$500
Value of interest in common/collective trusts at end of year2017-09-30$24,968,326
Value of interest in common/collective trusts at beginning of year2017-09-30$19,915,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$33,954,620
Net investment gain or loss from common/collective trusts2017-09-30$706,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$11,231,459
Employer contributions (assets) at end of year2017-09-30$969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$21,349,271
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30WIPFLI
Accountancy firm EIN2017-09-30390758449
2016 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-09-30$54,063,067
Total of all expenses incurred2016-09-30$16,913,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$16,559,528
Value of total corrective distributions2016-09-30$489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$28,255,321
Value of total assets at end of year2016-09-30$296,158,120
Value of total assets at beginning of year2016-09-30$259,008,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$353,255
Total interest from all sources2016-09-30$1,656
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$3,775,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$3,775,796
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$15,407,648
Participant contributions at end of year2016-09-30$29,295
Participant contributions at beginning of year2016-09-30$50,874
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$2,413,469
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$8,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$7,754
Administrative expenses (other) incurred2016-09-30$27,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$37,149,795
Value of net assets at end of year (total assets less liabilities)2016-09-30$296,158,120
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$259,008,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$325,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$276,204,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$239,361,145
Interest on participant loans2016-09-30$1,656
Value of interest in common/collective trusts at end of year2016-09-30$19,915,844
Value of interest in common/collective trusts at beginning of year2016-09-30$19,588,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$21,974,901
Net investment gain or loss from common/collective trusts2016-09-30$55,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$10,434,204
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$16,559,528
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30WIPFLI
Accountancy firm EIN2016-09-30390758449
2015 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-09-30$9,334,674
Total income from all sources (including contributions)2015-09-30$21,253,015
Total of all expenses incurred2015-09-30$13,169,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$13,013,237
Value of total corrective distributions2015-09-30$3,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$24,489,839
Value of total assets at end of year2015-09-30$259,008,325
Value of total assets at beginning of year2015-09-30$241,590,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$153,148
Total interest from all sources2015-09-30$1,122
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$3,466,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$3,466,791
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$12,362,043
Participant contributions at end of year2015-09-30$50,874
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,730,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$7,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$26,524
Other income not declared elsewhere2015-09-30$39
Administrative expenses (other) incurred2015-09-30$20,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$8,083,272
Value of net assets at end of year (total assets less liabilities)2015-09-30$259,008,325
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$241,590,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$132,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$239,361,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$222,912,894
Interest on participant loans2015-09-30$1,122
Value of interest in common/collective trusts at end of year2015-09-30$19,588,552
Value of interest in common/collective trusts at beginning of year2015-09-30$18,650,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-6,711,338
Net investment gain or loss from common/collective trusts2015-09-30$6,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$9,397,322
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$13,013,237
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30WIPFLI
Accountancy firm EIN2015-09-30390758449
2014 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$44,111,863
Total of all expenses incurred2014-09-30$18,459,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$18,180,387
Value of total corrective distributions2014-09-30$6,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$23,655,508
Value of total assets at end of year2014-09-30$241,590,379
Value of total assets at beginning of year2014-09-30$215,937,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$272,418
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$2,447,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$2,447,707
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$11,013,806
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$3,859,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$26,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$30,050
Other income not declared elsewhere2014-09-30$74,200
Administrative expenses (other) incurred2014-09-30$22,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$25,652,678
Value of net assets at end of year (total assets less liabilities)2014-09-30$241,590,379
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$215,937,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$250,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$222,912,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$196,048,125
Value of interest in common/collective trusts at end of year2014-09-30$18,650,597
Value of interest in common/collective trusts at beginning of year2014-09-30$19,683,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$176,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$176,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$17,931,701
Net investment gain or loss from common/collective trusts2014-09-30$2,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$8,782,374
Employer contributions (assets) at end of year2014-09-30$364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$18,180,387
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30WIPFLI
Accountancy firm EIN2014-09-30390758449
2013 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$45,261,820
Total of all expenses incurred2013-09-30$12,042,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$11,734,643
Value of total corrective distributions2013-09-30$1
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$19,633,431
Value of total assets at end of year2013-09-30$215,937,701
Value of total assets at beginning of year2013-09-30$182,718,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$307,577
Total interest from all sources2013-09-30$91,291
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$2,617,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$2,617,446
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$10,502,963
Participant contributions at beginning of year2013-09-30$341,383
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$483,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$30,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$34,647
Administrative expenses (other) incurred2013-09-30$19,552
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$33,219,599
Value of net assets at end of year (total assets less liabilities)2013-09-30$215,937,701
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$182,718,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$288,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$196,048,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$162,772,850
Interest earned on other investments2013-09-30$91,288
Value of interest in common/collective trusts at end of year2013-09-30$19,683,388
Value of interest in common/collective trusts at beginning of year2013-09-30$18,906,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$176,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$371,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$371,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$22,907,796
Net investment gain or loss from common/collective trusts2013-09-30$11,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$8,646,838
Employer contributions (assets) at beginning of year2013-09-30$290,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$11,734,643
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30WIPFLI
Accountancy firm EIN2013-09-30390758449
2012 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$46,476,620
Total of all expenses incurred2012-09-30$11,883,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$11,603,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$19,722,040
Value of total assets at end of year2012-09-30$182,718,102
Value of total assets at beginning of year2012-09-30$148,124,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$279,715
Total interest from all sources2012-09-30$290,063
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$2,295,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$2,295,680
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$10,188,273
Participant contributions at end of year2012-09-30$341,383
Participant contributions at beginning of year2012-09-30$312,026
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,286,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$34,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$32,794
Administrative expenses (other) incurred2012-09-30$17,374
Total non interest bearing cash at end of year2012-09-30$0
Total non interest bearing cash at beginning of year2012-09-30$5,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$34,593,395
Value of net assets at end of year (total assets less liabilities)2012-09-30$182,718,102
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$148,124,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$262,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$162,772,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$128,066,886
Interest earned on other investments2012-09-30$290,059
Value of interest in common/collective trusts at end of year2012-09-30$18,906,818
Value of interest in common/collective trusts at beginning of year2012-09-30$19,123,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$371,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$343,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$343,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$24,147,851
Net investment gain or loss from common/collective trusts2012-09-30$20,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$8,247,404
Employer contributions (assets) at end of year2012-09-30$290,756
Employer contributions (assets) at beginning of year2012-09-30$240,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$11,603,510
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30WIPFLI
Accountancy firm EIN2012-09-30390758449
2011 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$16,626,013
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$7,006,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$6,709,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$19,914,716
Value of total assets at end of year2011-09-30$148,124,707
Value of total assets at beginning of year2011-09-30$138,504,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$296,476
Total interest from all sources2011-09-30$353,911
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,727,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$1,727,962
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$9,801,273
Participant contributions at end of year2011-09-30$312,026
Participant contributions at beginning of year2011-09-30$1,332
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$2,630,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$32,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$28,971
Other income not declared elsewhere2011-09-30$64
Administrative expenses (other) incurred2011-09-30$14,049
Total non interest bearing cash at end of year2011-09-30$5,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$9,619,965
Value of net assets at end of year (total assets less liabilities)2011-09-30$148,124,707
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$138,504,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$282,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$128,066,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$121,513,019
Interest earned on other investments2011-09-30$353,894
Value of interest in common/collective trusts at end of year2011-09-30$19,123,267
Value of interest in common/collective trusts at beginning of year2011-09-30$16,688,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$343,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$272,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$272,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-5,385,246
Net investment gain or loss from common/collective trusts2011-09-30$14,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$7,482,555
Employer contributions (assets) at end of year2011-09-30$240,597
Employer contributions (assets) at beginning of year2011-09-30$908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$6,709,572
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30WIPFLI
Accountancy firm EIN2011-09-30390758449
2010 : BELLIN HEALTH 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for BELLIN HEALTH 401(K) RETIREMENT PLAN

2022: BELLIN HEALTH 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: BELLIN HEALTH 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: BELLIN HEALTH 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: BELLIN HEALTH 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2016: BELLIN HEALTH 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: BELLIN HEALTH 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: BELLIN HEALTH 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: BELLIN HEALTH 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: BELLIN HEALTH 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: BELLIN HEALTH 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: BELLIN HEALTH 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BELLIN HEALTH 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup