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ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN
Plan identification number 003

ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ALTRU HEALTH SYSTEM
Employer identification number (EIN):450310462
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MEGHAN COMPTON2023-10-12
0032021-01-01MEGHAN COMPTON2022-10-17
0032020-01-01KELLEE FISK2021-10-06
0032019-01-01KELLEE FISK2020-08-03
0032018-01-01KELLEE FISK2019-07-30
0032017-01-01
0032016-01-01DWIGHT THOMPSON
0032015-01-01DWIGHT THOMPSON
0032014-01-01DWIGHT THOMPSON
0032013-01-01DWIGHT THOMPSON
0032012-01-01DWIGHT THOMPSON
0032011-01-01DWIGHT THOMPSON
0032010-01-01LEE LINDQUIST
0032009-01-01LEE LINDQUIST

Plan Statistics for ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,347
Total number of active participants reported on line 7a of the Form 55002022-01-013,007
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-011,043
Total of all active and inactive participants2022-01-014,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,107
Number of participants with account balances2022-01-014,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,049
Total number of active participants reported on line 7a of the Form 55002021-01-013,039
Number of retired or separated participants receiving benefits2021-01-01423
Number of other retired or separated participants entitled to future benefits2021-01-01824
Total of all active and inactive participants2021-01-014,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,286
Number of participants with account balances2021-01-014,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,605
Total number of active participants reported on line 7a of the Form 55002020-01-013,064
Number of retired or separated participants receiving benefits2020-01-01181
Number of other retired or separated participants entitled to future benefits2020-01-01765
Total of all active and inactive participants2020-01-014,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,010
Number of participants with account balances2020-01-014,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,396
Total number of active participants reported on line 7a of the Form 55002019-01-013,518
Number of retired or separated participants receiving benefits2019-01-01412
Number of other retired or separated participants entitled to future benefits2019-01-01658
Total of all active and inactive participants2019-01-014,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,588
Number of participants with account balances2019-01-014,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,438
Total number of active participants reported on line 7a of the Form 55002018-01-013,529
Number of retired or separated participants receiving benefits2018-01-01148
Number of other retired or separated participants entitled to future benefits2018-01-01683
Total of all active and inactive participants2018-01-014,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,360
Number of participants with account balances2018-01-014,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,235
Total number of active participants reported on line 7a of the Form 55002017-01-013,655
Number of retired or separated participants receiving benefits2017-01-01150
Number of other retired or separated participants entitled to future benefits2017-01-01614
Total of all active and inactive participants2017-01-014,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,419
Number of participants with account balances2017-01-014,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01120
2016: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,998
Total number of active participants reported on line 7a of the Form 55002016-01-013,349
Number of retired or separated participants receiving benefits2016-01-01291
Number of other retired or separated participants entitled to future benefits2016-01-01549
Total of all active and inactive participants2016-01-014,189
Total participants2016-01-014,189
Number of participants with account balances2016-01-013,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,949
Total number of active participants reported on line 7a of the Form 55002015-01-013,268
Number of retired or separated participants receiving benefits2015-01-01159
Number of other retired or separated participants entitled to future benefits2015-01-01523
Total of all active and inactive participants2015-01-013,950
Total participants2015-01-013,950
Number of participants with account balances2015-01-013,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,920
Total number of active participants reported on line 7a of the Form 55002014-01-013,273
Number of retired or separated participants receiving benefits2014-01-0146
Number of other retired or separated participants entitled to future benefits2014-01-01630
Total of all active and inactive participants2014-01-013,949
Total participants2014-01-013,949
Number of participants with account balances2014-01-013,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,758
Total number of active participants reported on line 7a of the Form 55002013-01-013,250
Number of retired or separated participants receiving benefits2013-01-0137
Number of other retired or separated participants entitled to future benefits2013-01-01582
Total of all active and inactive participants2013-01-013,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,869
Number of participants with account balances2013-01-013,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,740
Total number of active participants reported on line 7a of the Form 55002012-01-013,129
Number of retired or separated participants receiving benefits2012-01-0139
Number of other retired or separated participants entitled to future benefits2012-01-01555
Total of all active and inactive participants2012-01-013,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,723
Number of participants with account balances2012-01-012,940
2011: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,682
Total number of active participants reported on line 7a of the Form 55002011-01-013,067
Number of retired or separated participants receiving benefits2011-01-0139
Number of other retired or separated participants entitled to future benefits2011-01-01586
Total of all active and inactive participants2011-01-013,692
Total participants2011-01-013,692
Number of participants with account balances2011-01-012,965
2010: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,704
Total number of active participants reported on line 7a of the Form 55002010-01-013,029
Number of retired or separated participants receiving benefits2010-01-0133
Number of other retired or separated participants entitled to future benefits2010-01-01574
Total of all active and inactive participants2010-01-013,636
Total participants2010-01-013,636
Number of participants with account balances2010-01-012,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,673
Total number of active participants reported on line 7a of the Form 55002009-01-013,111
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-01518
Total of all active and inactive participants2009-01-013,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,663
Number of participants with account balances2009-01-012,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,193,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$76,664
Total income from all sources (including contributions)2022-12-31$-45,247,023
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$30,211,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,893,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,980,663
Value of total assets at end of year2022-12-31$398,838,355
Value of total assets at beginning of year2022-12-31$470,179,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$317,798
Total interest from all sources2022-12-31$118,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,040,054
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$21,040,054
Administrative expenses professional fees incurred2022-12-31$16,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,153,319
Participant contributions at end of year2022-12-31$2,446,758
Participant contributions at beginning of year2022-12-31$2,207,246
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,736
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$797,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$422,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,193,953
Liabilities. Value of operating payables at beginning of year2022-12-31$76,664
Total non interest bearing cash at end of year2022-12-31$3,826,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,458,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$394,644,402
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$470,102,952
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$366,565,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$441,539,266
Interest on participant loans2022-12-31$118,921
Value of interest in common/collective trusts at end of year2022-12-31$25,207,202
Value of interest in common/collective trusts at beginning of year2022-12-31$25,264,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-98,953,616
Net investment gain/loss from pooled separate accounts2022-12-31$566,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$12,029,756
Employer contributions (assets) at end of year2022-12-31$360,004
Employer contributions (assets) at beginning of year2022-12-31$1,169,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,893,729
Contract administrator fees2022-12-31$300,940
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 name2022-12-31EIDE BAILLY, LLP
Accountancy firm EIN2022-12-31450250958
2021 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$76,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,374
Total income from all sources (including contributions)2021-12-31$82,766,079
Total of all expenses incurred2021-12-31$33,296,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,935,725
Expenses. Certain deemed distributions of participant loans2021-12-31$4,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,805,505
Value of total assets at end of year2021-12-31$470,179,616
Value of total assets at beginning of year2021-12-31$420,690,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$356,779
Total interest from all sources2021-12-31$123,832
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$42,928,718
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$42,928,718
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,918,560
Participant contributions at end of year2021-12-31$2,207,246
Participant contributions at beginning of year2021-12-31$2,485,092
Participant contributions at beginning of year2021-12-31$111,806
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,815,985
Administrative expenses (other) incurred2021-12-31$356,779
Liabilities. Value of operating payables at end of year2021-12-31$76,664
Liabilities. Value of operating payables at beginning of year2021-12-31$50,593
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$49,469,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$470,102,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$420,633,704
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$441,539,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$390,912,786
Interest on participant loans2021-12-31$123,832
Value of interest in common/collective trusts at end of year2021-12-31$25,264,098
Value of interest in common/collective trusts at beginning of year2021-12-31$25,884,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,908,024
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$9,070,960
Employer contributions (assets) at end of year2021-12-31$1,169,006
Employer contributions (assets) at beginning of year2021-12-31$1,295,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,935,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,781
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 name2021-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31450310328
2020 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$56,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,911
Total income from all sources (including contributions)2020-12-31$81,255,010
Total of all expenses incurred2020-12-31$59,458,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,720,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,672,527
Value of total assets at end of year2020-12-31$420,690,078
Value of total assets at beginning of year2020-12-31$398,840,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$738,212
Total interest from all sources2020-12-31$150,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,234,728
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$16,234,728
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,539,980
Participant contributions at end of year2020-12-31$2,485,092
Participant contributions at beginning of year2020-12-31$2,813,341
Participant contributions at end of year2020-12-31$111,806
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,512,085
Administrative expenses (other) incurred2020-12-31$738,212
Liabilities. Value of operating payables at end of year2020-12-31$50,593
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,796,411
Value of net assets at end of year (total assets less liabilities)2020-12-31$420,633,704
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$398,837,293
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$390,912,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$370,790,087
Interest on participant loans2020-12-31$150,978
Value of interest in common/collective trusts at end of year2020-12-31$25,884,552
Value of interest in common/collective trusts at beginning of year2020-12-31$23,806,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$38,196,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$10,620,462
Employer contributions (assets) at end of year2020-12-31$1,295,842
Employer contributions (assets) at beginning of year2020-12-31$1,429,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,720,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,781
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,911
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN2020-12-31450310328
2019 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,911
Total income from all sources (including contributions)2019-12-31$103,317,051
Total of all expenses incurred2019-12-31$33,887,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,229,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,698,931
Value of total assets at end of year2019-12-31$398,840,204
Value of total assets at beginning of year2019-12-31$329,411,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$658,308
Total interest from all sources2019-12-31$146,925
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,461,026
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$28,461,026
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,696,129
Participant contributions at end of year2019-12-31$2,813,341
Participant contributions at beginning of year2019-12-31$2,489,866
Participant contributions at beginning of year2019-12-31$16,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,543,344
Administrative expenses (other) incurred2019-12-31$658,308
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$69,429,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$398,837,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$329,408,232
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 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$370,790,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$302,682,724
Interest on participant loans2019-12-31$146,925
Value of interest in common/collective trusts at end of year2019-12-31$23,806,866
Value of interest in common/collective trusts at beginning of year2019-12-31$22,657,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,010,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$14,459,458
Employer contributions (assets) at end of year2019-12-31$1,429,910
Employer contributions (assets) at beginning of year2019-12-31$1,564,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,229,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,911
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,911
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31450310328
2018 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,702
Total income from all sources (including contributions)2018-12-31$9,437,688
Total of all expenses incurred2018-12-31$38,819,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,208,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,845,563
Value of total assets at end of year2018-12-31$329,411,143
Value of total assets at beginning of year2018-12-31$358,837,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$610,570
Total interest from all sources2018-12-31$120,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,407,995
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$16,407,995
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,369,188
Participant contributions at end of year2018-12-31$2,489,866
Participant contributions at beginning of year2018-12-31$2,235,725
Participant contributions at end of year2018-12-31$16,148
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,247,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$18,775
Administrative expenses (other) incurred2018-12-31$610,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,381,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$329,408,232
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$358,789,065
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$302,682,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$334,001,298
Interest on participant loans2018-12-31$120,056
Value of interest in common/collective trusts at end of year2018-12-31$22,657,726
Value of interest in common/collective trusts at beginning of year2018-12-31$20,895,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-37,935,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$14,229,353
Employer contributions (assets) at end of year2018-12-31$1,564,679
Employer contributions (assets) at beginning of year2018-12-31$1,686,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,208,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,911
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$48,702
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31450310328
2017 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$53,055,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$185,516
Total income from all sources (including contributions)2017-12-31$91,127,452
Total of all expenses incurred2017-12-31$27,826,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,357,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$41,462,999
Value of total assets at end of year2017-12-31$358,837,767
Value of total assets at beginning of year2017-12-31$242,617,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$469,042
Total interest from all sources2017-12-31$97,104
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,788,224
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$12,788,224
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,042,135
Participant contributions at end of year2017-12-31$2,235,725
Participant contributions at beginning of year2017-12-31$1,998,197
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$166
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,128,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$18,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$201,083
Administrative expenses (other) incurred2017-12-31$469,042
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$63,300,884
Value of net assets at end of year (total assets less liabilities)2017-12-31$358,789,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$242,432,212
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$334,001,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$222,584,366
Interest on participant loans2017-12-31$97,104
Value of interest in common/collective trusts at end of year2017-12-31$20,895,780
Value of interest in common/collective trusts at beginning of year2017-12-31$15,938,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,779,125
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$14,292,457
Employer contributions (assets) at end of year2017-12-31$1,686,189
Employer contributions (assets) at beginning of year2017-12-31$1,895,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,357,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$48,702
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$185,516
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31450310328
2016 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$185,516
Total income from all sources (including contributions)2016-12-31$33,361,928
Total of all expenses incurred2016-12-31$21,381,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,219,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,785,544
Value of total assets at end of year2016-12-31$242,617,728
Value of total assets at beginning of year2016-12-31$230,452,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,633
Total interest from all sources2016-12-31$83,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,254,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,254,799
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,270,501
Participant contributions at end of year2016-12-31$1,998,197
Participant contributions at beginning of year2016-12-31$1,711,816
Participant contributions at end of year2016-12-31$166
Participant contributions at beginning of year2016-12-31$526,253
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,117,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$201,083
Administrative expenses (other) incurred2016-12-31$162,633
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$11,980,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$242,432,212
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$230,452,168
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$222,584,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$124,000,459
Interest on participant loans2016-12-31$83,479
Value of interest in common/collective trusts at end of year2016-12-31$15,938,789
Value of interest in common/collective trusts at beginning of year2016-12-31$102,189,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,631,087
Net investment gain or loss from common/collective trusts2016-12-31$-4,392,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$4,397,251
Employer contributions (assets) at end of year2016-12-31$1,895,127
Employer contributions (assets) at beginning of year2016-12-31$2,024,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,219,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$185,516
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31450310328
2015 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$74,285
Total income from all sources (including contributions)2015-12-31$17,865,999
Total of all expenses incurred2015-12-31$22,834,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,282,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,934,618
Value of total assets at end of year2015-12-31$230,452,168
Value of total assets at beginning of year2015-12-31$235,495,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$552,277
Total interest from all sources2015-12-31$74,523
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,608,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,608,823
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,437,074
Participant contributions at end of year2015-12-31$1,711,816
Participant contributions at beginning of year2015-12-31$1,685,663
Participant contributions at end of year2015-12-31$526,253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,150,746
Administrative expenses (other) incurred2015-12-31$552,277
Liabilities. Value of operating payables at beginning of year2015-12-31$74,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,968,708
Value of net assets at end of year (total assets less liabilities)2015-12-31$230,452,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$235,420,876
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$124,000,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$130,626,871
Interest on participant loans2015-12-31$74,523
Value of interest in common/collective trusts at end of year2015-12-31$102,189,341
Value of interest in common/collective trusts at beginning of year2015-12-31$101,292,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,209,418
Net investment gain or loss from common/collective trusts2015-12-31$-542,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$4,346,798
Employer contributions (assets) at end of year2015-12-31$2,024,299
Employer contributions (assets) at beginning of year2015-12-31$1,890,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,282,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31450310328
2014 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$74,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$391,267
Total income from all sources (including contributions)2014-12-31$30,754,360
Total of all expenses incurred2014-12-31$13,277,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,629,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,666,278
Value of total assets at end of year2014-12-31$235,495,161
Value of total assets at beginning of year2014-12-31$218,335,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$648,188
Total interest from all sources2014-12-31$66,502
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,361,728
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$5,361,728
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,395,256
Participant contributions at end of year2014-12-31$1,685,663
Participant contributions at beginning of year2014-12-31$1,616,053
Participant contributions at beginning of year2014-12-31$255,587
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,247,149
Administrative expenses (other) incurred2014-12-31$648,188
Liabilities. Value of operating payables at end of year2014-12-31$74,285
Liabilities. Value of operating payables at beginning of year2014-12-31$250,678
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$17,476,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$235,420,876
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$217,944,440
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$130,626,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$120,849,302
Interest on participant loans2014-12-31$66,502
Value of interest in common/collective trusts at end of year2014-12-31$101,292,375
Value of interest in common/collective trusts at beginning of year2014-12-31$93,568,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$199,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$199,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,183,551
Net investment gain or loss from common/collective trusts2014-12-31$5,476,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$4,023,873
Employer contributions (assets) at end of year2014-12-31$1,890,252
Employer contributions (assets) at beginning of year2014-12-31$1,847,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,629,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$140,589
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31450310328
2013 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$391,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$562,430
Total income from all sources (including contributions)2013-12-31$42,983,635
Total of all expenses incurred2013-12-31$14,677,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,049,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,429,049
Value of total assets at end of year2013-12-31$218,335,707
Value of total assets at beginning of year2013-12-31$190,200,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$627,953
Total interest from all sources2013-12-31$64,785
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,339,476
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$3,339,476
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,824,437
Participant contributions at end of year2013-12-31$1,616,053
Participant contributions at beginning of year2013-12-31$1,507,715
Participant contributions at end of year2013-12-31$255,587
Participant contributions at beginning of year2013-12-31$168,190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,754,552
Administrative expenses (other) incurred2013-12-31$627,953
Liabilities. Value of operating payables at end of year2013-12-31$250,678
Liabilities. Value of operating payables at beginning of year2013-12-31$560,631
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$28,305,904
Value of net assets at end of year (total assets less liabilities)2013-12-31$217,944,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$189,638,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$120,849,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,214,659
Interest on participant loans2013-12-31$64,785
Value of interest in common/collective trusts at end of year2013-12-31$93,568,125
Value of interest in common/collective trusts at beginning of year2013-12-31$139,327,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$199,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$334,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$334,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,644,552
Net investment gain or loss from common/collective trusts2013-12-31$15,505,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$3,850,060
Employer contributions (assets) at end of year2013-12-31$1,847,459
Employer contributions (assets) at beginning of year2013-12-31$1,648,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,049,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$140,589
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,799
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31450310328
2012 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$562,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$475,524
Total income from all sources (including contributions)2012-12-31$32,642,220
Total of all expenses incurred2012-12-31$13,333,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,732,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,615,642
Value of total assets at end of year2012-12-31$190,200,966
Value of total assets at beginning of year2012-12-31$170,805,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$601,236
Total interest from all sources2012-12-31$62,714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,826,206
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$1,826,206
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,134,472
Participant contributions at end of year2012-12-31$1,507,715
Participant contributions at beginning of year2012-12-31$1,606,506
Participant contributions at end of year2012-12-31$168,190
Participant contributions at beginning of year2012-12-31$187,959
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,900,406
Administrative expenses (other) incurred2012-12-31$601,236
Liabilities. Value of operating payables at end of year2012-12-31$560,631
Liabilities. Value of operating payables at beginning of year2012-12-31$462,325
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$19,308,494
Value of net assets at end of year (total assets less liabilities)2012-12-31$189,638,536
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$170,330,042
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$47,214,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,961,417
Interest on participant loans2012-12-31$62,714
Value of interest in common/collective trusts at end of year2012-12-31$139,327,832
Value of interest in common/collective trusts at beginning of year2012-12-31$130,320,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$334,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$231,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$231,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,355,851
Net investment gain or loss from common/collective trusts2012-12-31$10,781,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$3,580,764
Employer contributions (assets) at end of year2012-12-31$1,648,326
Employer contributions (assets) at beginning of year2012-12-31$1,497,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,732,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,799
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$13,199
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31450310328
2011 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$475,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$339,248
Total income from all sources (including contributions)2011-12-31$10,814,451
Total of all expenses incurred2011-12-31$23,705,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,092,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,204,118
Value of total assets at end of year2011-12-31$170,805,566
Value of total assets at beginning of year2011-12-31$183,560,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$613,715
Total interest from all sources2011-12-31$66,089
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,323,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,323,238
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,034,933
Participant contributions at end of year2011-12-31$1,606,506
Participant contributions at beginning of year2011-12-31$1,441,312
Participant contributions at end of year2011-12-31$187,959
Participant contributions at beginning of year2011-12-31$180,926
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$802,569
Administrative expenses (other) incurred2011-12-31$613,715
Liabilities. Value of operating payables at end of year2011-12-31$462,325
Liabilities. Value of operating payables at beginning of year2011-12-31$339,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,891,394
Value of net assets at end of year (total assets less liabilities)2011-12-31$170,330,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$183,221,436
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,961,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,132,507
Value of interest in common/collective trusts at end of year2011-12-31$130,320,837
Value of interest in common/collective trusts at beginning of year2011-12-31$143,238,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$231,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$96,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$96,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$66,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,324,051
Net investment gain or loss from common/collective trusts2011-12-31$-1,454,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$3,366,616
Employer contributions (assets) at end of year2011-12-31$1,497,665
Employer contributions (assets) at beginning of year2011-12-31$1,470,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,092,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$13,199
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31450310328
2010 : ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$339,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,565
Total income from all sources (including contributions)2010-12-31$33,575,247
Total of all expenses incurred2010-12-31$9,310,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,718,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,774,457
Value of total assets at end of year2010-12-31$183,560,684
Value of total assets at beginning of year2010-12-31$159,023,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$592,674
Total interest from all sources2010-12-31$62,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,237,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,237,905
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,831,873
Participant contributions at end of year2010-12-31$1,441,312
Participant contributions at beginning of year2010-12-31$1,131,372
Participant contributions at end of year2010-12-31$180,926
Participant contributions at beginning of year2010-12-31$163,465
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,673,479
Administrative expenses (other) incurred2010-12-31$592,674
Liabilities. Value of operating payables at end of year2010-12-31$339,248
Liabilities. Value of operating payables at beginning of year2010-12-31$54,981
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$24,264,529
Value of net assets at end of year (total assets less liabilities)2010-12-31$183,221,436
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$158,956,907
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,132,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,333,393
Value of interest in common/collective trusts at end of year2010-12-31$143,238,971
Value of interest in common/collective trusts at beginning of year2010-12-31$108,074,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$96,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$62,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,296,162
Net investment gain or loss from common/collective trusts2010-12-31$13,204,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$3,269,105
Employer contributions (assets) at end of year2010-12-31$1,470,131
Employer contributions (assets) at beginning of year2010-12-31$1,316,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,718,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,584
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
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 name2010-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31450310328

Form 5500 Responses for ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN

2022: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS 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: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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