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TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameTRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN
Plan identification number 002

TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

TRUMAN MEDICAL CENTERS has sponsored the creation of one or more 401k plans.

Company Name:TRUMAN MEDICAL CENTERS
Employer identification number (EIN):440661018
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JACQUELINE MCKENZIE
0022016-01-01JACQUELINE MCKENZIE
0022015-01-01JACQUELINE MCKENZIE
0022014-01-01JACQUELINE MCKENZIE
0022013-01-01JACQUELINE MCKENZIE
0022012-01-01JACQUELINE MCKENZIE
0022011-01-01JACQUELINE MCKENZIE
0022010-01-01JACQUELINE MCKENZIE
0022009-01-01JANICE SMITH

Plan Statistics for TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31178,232,432
Acturial value of plan assets2022-12-31178,232,432
Funding target for retired participants and beneficiaries receiving payment2022-12-3187,747,804
Number of terminated vested participants2022-12-311,277
Fundng target for terminated vested participants2022-12-3140,083,545
Active participant vested funding target2022-12-3129,816,984
Number of active participants2022-12-31990
Total funding liabilities for active participants2022-12-3130,407,619
Total participant count2022-12-313,630
Total funding target for all participants2022-12-31158,238,968
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,755,423
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,755,423
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-314,210,580
Total employer contributions2022-12-314,173,000
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,952,382
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,776,759
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-313,952,382
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,628
Total number of active participants reported on line 7a of the Form 55002022-01-01911
Number of retired or separated participants receiving benefits2022-01-011,290
Number of other retired or separated participants entitled to future benefits2022-01-011,148
Total of all active and inactive participants2022-01-013,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01208
Total participants2022-01-013,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31170,442,824
Acturial value of plan assets2021-12-31170,442,824
Funding target for retired participants and beneficiaries receiving payment2021-12-3186,404,679
Number of terminated vested participants2021-12-311,310
Fundng target for terminated vested participants2021-12-3139,688,999
Active participant vested funding target2021-12-3130,817,889
Number of active participants2021-12-311,077
Total funding liabilities for active participants2021-12-3131,421,861
Total participant count2021-12-313,681
Total funding target for all participants2021-12-31157,515,539
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-313,552,235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,755,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-313,755,423
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,755,423
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,662,290
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,682
Total number of active participants reported on line 7a of the Form 55002021-01-01990
Number of retired or separated participants receiving benefits2021-01-011,251
Number of other retired or separated participants entitled to future benefits2021-01-011,192
Total of all active and inactive participants2021-01-013,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01195
Total participants2021-01-013,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31154,850,041
Acturial value of plan assets2020-12-31154,850,041
Funding target for retired participants and beneficiaries receiving payment2020-12-3183,557,457
Number of terminated vested participants2020-12-311,340
Fundng target for terminated vested participants2020-12-3138,979,297
Active participant vested funding target2020-12-3131,592,636
Number of active participants2020-12-311,150
Total funding liabilities for active participants2020-12-3132,193,486
Total participant count2020-12-313,723
Total funding target for all participants2020-12-31154,730,240
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-318,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319,491
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-315,353,000
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,173,926
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,741,492
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,621,691
Additional cash requirement2020-12-311,621,691
Contributions allocatedtoward minimum required contributions for current year2020-12-315,173,926
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,723
Total number of active participants reported on line 7a of the Form 55002020-01-011,077
Number of retired or separated participants receiving benefits2020-01-011,207
Number of other retired or separated participants entitled to future benefits2020-01-011,228
Total of all active and inactive participants2020-01-013,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01170
Total participants2020-01-013,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31133,487,062
Acturial value of plan assets2019-12-31133,487,062
Funding target for retired participants and beneficiaries receiving payment2019-12-3180,646,525
Number of terminated vested participants2019-12-311,390
Fundng target for terminated vested participants2019-12-3141,134,879
Active participant vested funding target2019-12-3137,590,559
Number of active participants2019-12-311,156
Total funding liabilities for active participants2019-12-3138,269,998
Total participant count2019-12-313,702
Total funding target for all participants2019-12-31160,051,402
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-316,527,690
Prefunding balanced used to offset prior years funding requirement2019-12-316,527,690
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-317,026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-316,639
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3110,016,000
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-319,517,906
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,327,144
Net shortfall amortization installment of oustanding balance2019-12-3123,998,795
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,508,912
Additional cash requirement2019-12-319,508,912
Contributions allocatedtoward minimum required contributions for current year2019-12-319,517,906
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,795
Total number of active participants reported on line 7a of the Form 55002019-01-011,150
Number of retired or separated participants receiving benefits2019-01-011,154
Number of other retired or separated participants entitled to future benefits2019-01-011,295
Total of all active and inactive participants2019-01-013,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01124
Total participants2019-01-013,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31151,084,594
Acturial value of plan assets2018-12-31151,084,594
Funding target for retired participants and beneficiaries receiving payment2018-12-3173,032,381
Number of terminated vested participants2018-12-311,434
Fundng target for terminated vested participants2018-12-3141,441,845
Active participant vested funding target2018-12-3137,045,763
Number of active participants2018-12-311,354
Total funding liabilities for active participants2018-12-3137,781,316
Total participant count2018-12-313,909
Total funding target for all participants2018-12-31152,255,542
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-316,162,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-316,527,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-316,527,690
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-316,527,690
Total employer contributions2018-12-31622,925
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31573,708
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,993,178
Net shortfall amortization installment of oustanding balance2018-12-317,698,638
Total funding amount beforereflecting carryover/prefunding balances2018-12-317,094,372
Prefunding balance elected to use to offset funding requirement2018-12-316,527,690
Additional cash requirement2018-12-31566,682
Contributions allocatedtoward minimum required contributions for current year2018-12-31573,708
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,907
Total number of active participants reported on line 7a of the Form 55002018-01-011,249
Number of retired or separated participants receiving benefits2018-01-011,077
Number of other retired or separated participants entitled to future benefits2018-01-011,356
Total of all active and inactive participants2018-01-013,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01111
Total participants2018-01-013,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31125,695,148
Acturial value of plan assets2017-12-31125,695,148
Funding target for retired participants and beneficiaries receiving payment2017-12-3171,845,121
Number of terminated vested participants2017-12-311,428
Fundng target for terminated vested participants2017-12-3137,794,461
Active participant vested funding target2017-12-3137,808,694
Number of active participants2017-12-311,484
Total funding liabilities for active participants2017-12-3138,802,407
Total participant count2017-12-314,009
Total funding target for all participants2017-12-31148,441,989
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3116,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3117,653
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3115,878,864
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3115,012,644
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,243,710
Net shortfall amortization installment of oustanding balance2017-12-3122,746,841
Total funding amount beforereflecting carryover/prefunding balances2017-12-318,849,795
Additional cash requirement2017-12-318,849,795
Contributions allocatedtoward minimum required contributions for current year2017-12-3115,012,644
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,009
Total number of active participants reported on line 7a of the Form 55002017-01-011,354
Number of retired or separated participants receiving benefits2017-01-011,049
Number of other retired or separated participants entitled to future benefits2017-01-011,405
Total of all active and inactive participants2017-01-013,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0199
Total participants2017-01-013,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31115,377,403
Acturial value of plan assets2016-12-31115,377,403
Funding target for retired participants and beneficiaries receiving payment2016-12-3165,006,062
Number of terminated vested participants2016-12-311,533
Fundng target for terminated vested participants2016-12-3138,375,850
Active participant vested funding target2016-12-3139,766,886
Number of active participants2016-12-311,696
Total funding liabilities for active participants2016-12-3140,812,066
Total participant count2016-12-314,242
Total funding target for all participants2016-12-31144,193,978
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-314,324,880
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,598,212
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-319,446,137
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-319,009,526
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,284,704
Net shortfall amortization installment of oustanding balance2016-12-3128,816,575
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-318,992,891
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-318,992,891
Contributions allocatedtoward minimum required contributions for current year2016-12-319,009,526
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,242
Total number of active participants reported on line 7a of the Form 55002016-01-011,484
Number of retired or separated participants receiving benefits2016-01-011,030
Number of other retired or separated participants entitled to future benefits2016-01-011,408
Total of all active and inactive participants2016-01-013,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0187
Total participants2016-01-014,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,458
Total number of active participants reported on line 7a of the Form 55002015-01-011,696
Number of retired or separated participants receiving benefits2015-01-01951
Number of other retired or separated participants entitled to future benefits2015-01-011,512
Total of all active and inactive participants2015-01-014,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0183
Total participants2015-01-014,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,105
Total number of active participants reported on line 7a of the Form 55002014-01-012,038
Number of retired or separated participants receiving benefits2014-01-01852
Number of other retired or separated participants entitled to future benefits2014-01-011,484
Total of all active and inactive participants2014-01-014,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0184
Total participants2014-01-014,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,231
Total number of active participants reported on line 7a of the Form 55002013-01-012,406
Number of retired or separated participants receiving benefits2013-01-01764
Number of other retired or separated participants entitled to future benefits2013-01-011,857
Total of all active and inactive participants2013-01-015,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0178
Total participants2013-01-015,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0143
2012: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,559
Total number of active participants reported on line 7a of the Form 55002012-01-012,842
Number of retired or separated participants receiving benefits2012-01-01656
Number of other retired or separated participants entitled to future benefits2012-01-011,678
Total of all active and inactive participants2012-01-015,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0155
Total participants2012-01-015,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01188
2011: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,258
Total number of active participants reported on line 7a of the Form 55002011-01-013,014
Number of retired or separated participants receiving benefits2011-01-01585
Number of other retired or separated participants entitled to future benefits2011-01-011,565
Total of all active and inactive participants2011-01-015,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0161
Total participants2011-01-015,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01151
2010: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,814
Total number of active participants reported on line 7a of the Form 55002010-01-012,941
Number of retired or separated participants receiving benefits2010-01-01552
Number of other retired or separated participants entitled to future benefits2010-01-011,375
Total of all active and inactive participants2010-01-014,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0158
Total participants2010-01-014,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01115
2009: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,446
Total number of active participants reported on line 7a of the Form 55002009-01-012,790
Number of retired or separated participants receiving benefits2009-01-01505
Number of other retired or separated participants entitled to future benefits2009-01-011,252
Total of all active and inactive participants2009-01-014,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0127
Total participants2009-01-014,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0193

Financial Data on TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,795,613
Total unrealized appreciation/depreciation of assets2022-12-31$-27,795,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-20,136,075
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,287,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,519,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,176,396
Value of total assets at end of year2022-12-31$146,533,388
Value of total assets at beginning of year2022-12-31$178,957,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,767,739
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,483,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,483,142
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$28,201,090
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$27,601,695
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,251,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,220,985
Administrative expenses (other) incurred2022-12-31$1,434,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,423,693
Value of net assets at end of year (total assets less liabilities)2022-12-31$146,533,388
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$178,957,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$114,014,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,134,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,000,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,000,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,173,000
Employer contributions (assets) at end of year2022-12-31$2,066,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,519,879
Contract administrator fees2022-12-31$332,915
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$15,510,925
Total unrealized appreciation/depreciation of assets2021-12-31$15,510,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,605,768
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,184,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,679,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,623
Value of total assets at end of year2021-12-31$178,957,081
Value of total assets at beginning of year2021-12-31$171,535,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,504,476
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,079,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,079,220
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$27,601,695
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$23,179,582
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,220,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,102,426
Administrative expenses (other) incurred2021-12-31$1,193,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,421,445
Value of net assets at end of year (total assets less liabilities)2021-12-31$178,957,081
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$171,535,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,134,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$144,008,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,162,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,162,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,083,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,679,847
Contract administrator fees2021-12-31$311,344
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$18,069,916
Total unrealized appreciation/depreciation of assets2020-12-31$18,069,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$27,885,510
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,851,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,971,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,848,008
Value of total assets at end of year2020-12-31$171,535,636
Value of total assets at beginning of year2020-12-31$155,501,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,879,906
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,967,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,967,586
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$23,179,582
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$22,003,929
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,495,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,102,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,349,376
Administrative expenses (other) incurred2020-12-31$1,405,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,034,030
Value of net assets at end of year (total assets less liabilities)2020-12-31$171,535,636
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$155,501,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$144,008,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$126,478,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,162,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$976,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$976,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,353,000
Employer contributions (assets) at end of year2020-12-31$1,083,000
Employer contributions (assets) at beginning of year2020-12-31$4,694,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,971,574
Contract administrator fees2020-12-31$474,492
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$21,296,659
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$21,296,659
Total unrealized appreciation/depreciation of assets2019-12-31$21,296,659
Total unrealized appreciation/depreciation of assets2019-12-31$21,296,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,713,910
Total income from all sources (including contributions)2019-12-31$34,713,910
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,852,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,467,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,467,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,016,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,016,000
Value of total assets at end of year2019-12-31$155,501,606
Value of total assets at end of year2019-12-31$155,501,606
Value of total assets at beginning of year2019-12-31$132,639,928
Value of total assets at beginning of year2019-12-31$132,639,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,384,949
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,401,251
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,401,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,401,251
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,401,251
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,003,929
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,003,929
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$19,911,670
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$19,911,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,349,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,349,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,008,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,008,375
Administrative expenses (other) incurred2019-12-31$2,036,074
Administrative expenses (other) incurred2019-12-31$2,036,074
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,861,678
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,501,606
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,501,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$132,639,928
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$132,639,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$126,478,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$126,478,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,096,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,096,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$976,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$976,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,000,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,000,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,000,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,016,000
Contributions received in cash from employer2019-12-31$10,016,000
Employer contributions (assets) at end of year2019-12-31$4,694,000
Employer contributions (assets) at end of year2019-12-31$4,694,000
Employer contributions (assets) at beginning of year2019-12-31$622,925
Employer contributions (assets) at beginning of year2019-12-31$622,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,467,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,467,283
Contract administrator fees2019-12-31$348,875
Contract administrator fees2019-12-31$348,875
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-12,144,146
Total unrealized appreciation/depreciation of assets2018-12-31$-12,144,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-8,165,005
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,441,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,394,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$622,925
Value of total assets at end of year2018-12-31$132,639,928
Value of total assets at beginning of year2018-12-31$151,246,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,047,076
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,522,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,522,419
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$19,911,670
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,591,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,008,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,174,579
Administrative expenses (other) incurred2018-12-31$1,775,382
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,606,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$132,639,928
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$151,246,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$110,096,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$119,458,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,629,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,629,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-166,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$622,925
Employer contributions (assets) at end of year2018-12-31$622,925
Employer contributions (assets) at beginning of year2018-12-31$9,391,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,394,004
Contract administrator fees2018-12-31$271,694
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$17,050,071
Total unrealized appreciation/depreciation of assets2017-12-31$17,050,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$36,049,794
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,550,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,289,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,878,854
Value of total assets at end of year2017-12-31$151,246,013
Value of total assets at beginning of year2017-12-31$125,747,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,261,094
Total interest from all sources2017-12-31$411,493
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,709,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,709,376
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,591,881
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,116,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,174,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$763,085
Administrative expenses (other) incurred2017-12-31$2,061,149
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$672,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,498,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$151,246,013
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,747,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$119,458,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$102,300,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,629,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$327,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$327,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$411,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,878,854
Employer contributions (assets) at end of year2017-12-31$9,391,204
Employer contributions (assets) at beginning of year2017-12-31$3,566,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,289,825
Contract administrator fees2017-12-31$168,250
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,928,537
Total unrealized appreciation/depreciation of assets2016-12-31$8,928,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,530,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,454,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,234,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,446,137
Value of total assets at end of year2016-12-31$125,747,138
Value of total assets at beginning of year2016-12-31$115,671,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,219,595
Total interest from all sources2016-12-31$-446,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,602,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,116,439
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18,720,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$763,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,209,604
Administrative expenses (other) incurred2016-12-31$2,053,034
Total non interest bearing cash at end of year2016-12-31$672,956
Total non interest bearing cash at beginning of year2016-12-31$655,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,076,047
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,747,138
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$115,671,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$102,300,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$85,722,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$327,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$344,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$344,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-446,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$9,446,137
Employer contributions (assets) at end of year2016-12-31$3,566,737
Employer contributions (assets) at beginning of year2016-12-31$9,017,598
Income. Dividends from common stock2016-12-31$2,602,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,234,859
Contract administrator fees2016-12-31$139,219
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,924,389
Total unrealized appreciation/depreciation of assets2015-12-31$-2,924,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,709,372
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,723,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,618,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,139,539
Value of total assets at end of year2015-12-31$115,671,091
Value of total assets at beginning of year2015-12-31$110,685,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,105,258
Total interest from all sources2015-12-31$878,012
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,616,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$18,720,894
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$24,053,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,209,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$687,438
Administrative expenses (other) incurred2015-12-31$1,892,787
Total non interest bearing cash at end of year2015-12-31$655,753
Total non interest bearing cash at beginning of year2015-12-31$663,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,986,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$115,671,091
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$110,685,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$85,722,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,318,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$344,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$961,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$961,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$878,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,139,539
Employer contributions (assets) at end of year2015-12-31$9,017,598
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$1,616,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,618,048
Contract administrator fees2015-12-31$186,521
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,797,396
Total loss/gain on sale of assets2014-12-31$1,495,620
Total of all expenses incurred2014-12-31$8,974,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,382,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,680,538
Value of total assets at end of year2014-12-31$110,685,025
Value of total assets at beginning of year2014-12-31$111,862,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,591,587
Total interest from all sources2014-12-31$397
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,439,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,439,598
Administrative expenses professional fees incurred2014-12-31$627,247
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$28,898,720
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$13,788,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$331,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-7,375,754
Administrative expenses (other) incurred2014-12-31$909,965
Total non interest bearing cash at end of year2014-12-31$663,718
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,177,003
Value of net assets at end of year (total assets less liabilities)2014-12-31$110,685,025
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,862,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$49,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$73,953,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$78,086,008
Value of interest in common/collective trusts at end of year2014-12-31$5,876,524
Value of interest in common/collective trusts at beginning of year2014-12-31$8,011,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$961,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,556,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,556,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,613,552
Net investment gain or loss from common/collective trusts2014-12-31$-2,056,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,680,538
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$3,419,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,382,812
Contract administrator fees2014-12-31$5,147
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$56,754,978
Aggregate carrying amount (costs) on sale of assets2014-12-31$55,259,358
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,270,173
Total unrealized appreciation/depreciation of assets2013-12-31$7,270,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$20,632,685
Total loss/gain on sale of assets2013-12-31$4,982,726
Total of all expenses incurred2013-12-31$7,034,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,678,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,482,979
Value of total assets at end of year2013-12-31$111,862,028
Value of total assets at beginning of year2013-12-31$98,263,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,355,183
Total interest from all sources2013-12-31$86
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$312,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$312,299
Administrative expenses professional fees incurred2013-12-31$579,523
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$13,788,415
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$20,204,390
Other income not declared elsewhere2013-12-31$539,299
Administrative expenses (other) incurred2013-12-31$716,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,598,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,862,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$98,263,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$59,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$78,086,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,468,397
Value of interest in common/collective trusts at end of year2013-12-31$8,011,715
Value of interest in common/collective trusts at beginning of year2013-12-31$5,955,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,556,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,577,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,577,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$915,904
Net investment gain or loss from common/collective trusts2013-12-31$129,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,482,979
Employer contributions (assets) at end of year2013-12-31$3,419,098
Employer contributions (assets) at beginning of year2013-12-31$1,058,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,678,981
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$30,243,627
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,260,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,233,657
Total unrealized appreciation/depreciation of assets2012-12-31$6,233,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,225,859
Total loss/gain on sale of assets2012-12-31$885,259
Total of all expenses incurred2012-12-31$6,117,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,755,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,373,057
Value of total assets at end of year2012-12-31$98,263,507
Value of total assets at beginning of year2012-12-31$90,155,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,362,857
Total interest from all sources2012-12-31$372
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$391,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$391,078
Administrative expenses professional fees incurred2012-12-31$769,872
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$20,204,390
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,137,078
Other income not declared elsewhere2012-12-31$462,920
Administrative expenses (other) incurred2012-12-31$545,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,107,860
Value of net assets at end of year (total assets less liabilities)2012-12-31$98,263,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$90,155,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$47,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$69,468,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,271,760
Value of interest in common/collective trusts at end of year2012-12-31$5,955,206
Value of interest in common/collective trusts at beginning of year2012-12-31$5,269,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,577,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,067,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,067,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,879,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,373,057
Employer contributions (assets) at end of year2012-12-31$1,058,457
Employer contributions (assets) at beginning of year2012-12-31$2,410,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,755,142
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$28,963,835
Aggregate carrying amount (costs) on sale of assets2012-12-31$28,078,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,159,655
Total unrealized appreciation/depreciation of assets2011-12-31$-1,159,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,817,438
Total loss/gain on sale of assets2011-12-31$12,138
Total of all expenses incurred2011-12-31$5,161,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,176,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,141,447
Value of total assets at end of year2011-12-31$90,155,647
Value of total assets at beginning of year2011-12-31$89,500,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$985,135
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$615,336
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,137,078
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,536,517
Other income not declared elsewhere2011-12-31$-1,995,470
Administrative expenses (other) incurred2011-12-31$328,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$655,543
Value of net assets at end of year (total assets less liabilities)2011-12-31$90,155,647
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$89,500,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$41,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,271,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,464,300
Value of interest in common/collective trusts at end of year2011-12-31$5,269,105
Value of interest in common/collective trusts at beginning of year2011-12-31$7,395,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,067,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,757,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,757,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,818,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,141,447
Employer contributions (assets) at end of year2011-12-31$2,410,049
Employer contributions (assets) at beginning of year2011-12-31$3,346,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,176,760
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$22,333,266
Aggregate carrying amount (costs) on sale of assets2011-12-31$22,321,128
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
2010 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,171,564
Total unrealized appreciation/depreciation of assets2010-12-31$6,171,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,984
Total income from all sources (including contributions)2010-12-31$14,581,783
Total loss/gain on sale of assets2010-12-31$1,005
Total of all expenses incurred2010-12-31$4,297,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,601,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,709,762
Value of total assets at end of year2010-12-31$89,500,104
Value of total assets at beginning of year2010-12-31$79,253,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$695,872
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$321,903
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,536,517
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$23,217,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,984
Other income not declared elsewhere2010-12-31$10
Administrative expenses (other) incurred2010-12-31$366,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,284,271
Value of net assets at end of year (total assets less liabilities)2010-12-31$89,500,104
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,215,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,464,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,450,540
Value of interest in common/collective trusts at end of year2010-12-31$7,395,987
Value of interest in common/collective trusts at beginning of year2010-12-31$5,864,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,757,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,347,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,347,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,699,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,709,762
Employer contributions (assets) at end of year2010-12-31$3,346,021
Employer contributions (assets) at beginning of year2010-12-31$3,373,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,601,640
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,344,329
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,343,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

2022: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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