401k Plan data: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN plan

ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN
Plan identification number	004

ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.

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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01
004 2016-01-01 DWIGHT THOMPSON
004 2015-01-01 DWIGHT THOMPSON
004 2014-01-01 DWIGHT THOMPSON
004 2013-01-01 DWIGHT THOMPSON
004 2012-01-01 DWIGHT THOMPSON
004 2011-01-01 DWIGHT THOMPSON
004 2009-01-01 LEE LINDQUIST

Plan Statistics for ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN

Measure Date Value
2017: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
2016: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 358
Number of retired or separated participants receiving benefits 2016-01-01 44
Number of other retired or separated participants entitled to future benefits 2016-01-01 74
Total of all active and inactive participants 2016-01-01 476
Total participants 2016-01-01 476
Number of participants with account balances 2016-01-01 463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 374
Number of retired or separated participants receiving benefits 2015-01-01 35
Number of other retired or separated participants entitled to future benefits 2015-01-01 78
Total of all active and inactive participants 2015-01-01 487
Total participants 2015-01-01 487
Number of participants with account balances 2015-01-01 471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 379
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 129
Total of all active and inactive participants 2014-01-01 518
Total participants 2014-01-01 518
Number of participants with account balances 2014-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 389
Number of retired or separated participants receiving benefits 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 139
Total of all active and inactive participants 2013-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 539
Number of participants with account balances 2013-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 562
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 387
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 163
Total of all active and inactive participants 2012-01-01 561
Total participants 2012-01-01 561
Number of participants with account balances 2012-01-01 539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 386
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 165
Total of all active and inactive participants 2011-01-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 562
Number of participants with account balances 2011-01-01 562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 614
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 415
Number of retired or separated participants receiving benefits 2009-01-01 15
Number of other retired or separated participants entitled to future benefits 2009-01-01 171
Total of all active and inactive participants 2009-01-01 601
Total participants 2009-01-01 601
Number of participants with account balances 2009-01-01 601

Measure	Date	Value
2017: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
2016: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	358
Number of retired or separated participants receiving benefits	2016-01-01	44
Number of other retired or separated participants entitled to future benefits	2016-01-01	74
Total of all active and inactive participants	2016-01-01	476
Total participants	2016-01-01	476
Number of participants with account balances	2016-01-01	463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	374
Number of retired or separated participants receiving benefits	2015-01-01	35
Number of other retired or separated participants entitled to future benefits	2015-01-01	78
Total of all active and inactive participants	2015-01-01	487
Total participants	2015-01-01	487
Number of participants with account balances	2015-01-01	471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	379
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	129
Total of all active and inactive participants	2014-01-01	518
Total participants	2014-01-01	518
Number of participants with account balances	2014-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	389
Number of retired or separated participants receiving benefits	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	139
Total of all active and inactive participants	2013-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	539
Number of participants with account balances	2013-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	562
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	387
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	163
Total of all active and inactive participants	2012-01-01	561
Total participants	2012-01-01	561
Number of participants with account balances	2012-01-01	539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	386
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	165
Total of all active and inactive participants	2011-01-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	562
Number of participants with account balances	2011-01-01	562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	614
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	415
Number of retired or separated participants receiving benefits	2009-01-01	15
Number of other retired or separated participants entitled to future benefits	2009-01-01	171
Total of all active and inactive participants	2009-01-01	601
Total participants	2009-01-01	601
Number of participants with account balances	2009-01-01	601

Financial Data on ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2017 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-02-21	$53,055,969
Total income from all sources (including contributions)	2017-02-21	$241,081
Total of all expenses incurred	2017-02-21	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-21	$0
Value of total assets at end of year	2017-02-21	$0
Value of total assets at beginning of year	2017-02-21	$52,814,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-21	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-02-21	$53,055,969
Was this plan covered by a fidelity bond	2017-02-21	Yes
Value of fidelity bond cover	2017-02-21	$1,000,000
If this is an individual account plan, was there a blackout period	2017-02-21	No
Funding deficiency by the employer to the plan for this plan year	2017-02-21	$0
Minimum employer required contribution for this plan year	2017-02-21	$0
Amount contributed by the employer to the plan for this plan year	2017-02-21	$0
Were there any nonexempt tranactions with any party-in-interest	2017-02-21	No
Participant contributions at end of year	2017-02-21	$0
Participant contributions at beginning of year	2017-02-21	$52,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-21	No
Value of net income/loss	2017-02-21	$241,081
Value of net assets at end of year (total assets less liabilities)	2017-02-21	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-02-21	$52,814,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-21	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-21	No
Were any leases to which the plan was party in default or uncollectible	2017-02-21	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-21	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-21	$44,938,914
Value of interest in common/collective trusts at end of year	2017-02-21	$0
Value of interest in common/collective trusts at beginning of year	2017-02-21	$5,244,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-02-21	$241,081
Net investment gain or loss from common/collective trusts	2017-02-21	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-21	No
Was there a failure to transmit to the plan any participant contributions	2017-02-21	No
Has the plan failed to provide any benefit when due under the plan	2017-02-21	No
Employer contributions (assets) at end of year	2017-02-21	$0
Employer contributions (assets) at beginning of year	2017-02-21	$2,579,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-21	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-02-21	No
Did the plan have assets held for investment	2017-02-21	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-21	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-21	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-21	Yes
Opinion of an independent qualified public accountant for this plan	2017-02-21	Disclaimer
Accountancy firm name	2017-02-21	BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN	2017-02-21	450310328
2016 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$62,913
Total income from all sources (including contributions)	2016-12-31	$5,997,820
Total of all expenses incurred	2016-12-31	$3,707,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,664,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,579,301
Value of total assets at end of year	2016-12-31	$52,814,888
Value of total assets at beginning of year	2016-12-31	$50,587,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$43,270
Total interest from all sources	2016-12-31	$3,514
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,323,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$2,579,301
Amount contributed by the employer to the plan for this plan year	2016-12-31	$2,579,301
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$52,344
Participant contributions at beginning of year	2016-12-31	$54,323
Administrative expenses (other) incurred	2016-12-31	$43,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,289,853
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,814,888
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$50,525,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$44,938,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$32,924,466
Interest on participant loans	2016-12-31	$3,514
Value of interest in common/collective trusts at end of year	2016-12-31	$5,244,329
Value of interest in common/collective trusts at beginning of year	2016-12-31	$14,996,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,480,936
Net investment gain or loss from common/collective trusts	2016-12-31	$-389,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,579,301
Employer contributions (assets) at end of year	2016-12-31	$2,579,301
Employer contributions (assets) at beginning of year	2016-12-31	$2,612,957
Income. Dividends from common stock	2016-12-31	$1,323,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,664,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$62,913
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN	2016-12-31	450310328
2015 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$62,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,592
Total income from all sources (including contributions)	2015-12-31	$2,959,884
Total of all expenses incurred	2015-12-31	$6,063,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,941,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,612,957
Value of total assets at end of year	2015-12-31	$50,587,948
Value of total assets at beginning of year	2015-12-31	$53,640,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$122,192
Total interest from all sources	2015-12-31	$3,227
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,528,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$2,612,957
Amount contributed by the employer to the plan for this plan year	2015-12-31	$2,612,957
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$54,323
Participant contributions at beginning of year	2015-12-31	$79,911
Administrative expenses (other) incurred	2015-12-31	$122,192
Liabilities. Value of operating payables at beginning of year	2015-12-31	$11,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,103,565
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$50,525,035
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$53,628,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$32,924,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,690,369
Interest on participant loans	2015-12-31	$3,227
Value of interest in common/collective trusts at end of year	2015-12-31	$14,996,202
Value of interest in common/collective trusts at beginning of year	2015-12-31	$15,419,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,173,615
Net investment gain or loss from common/collective trusts	2015-12-31	$-10,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,612,957
Employer contributions (assets) at end of year	2015-12-31	$2,612,957
Employer contributions (assets) at beginning of year	2015-12-31	$2,450,230
Income. Dividends from common stock	2015-12-31	$1,528,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,941,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$62,913
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN	2015-12-31	450310328
2014 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,420
Total income from all sources (including contributions)	2014-12-31	$5,929,296
Total of all expenses incurred	2014-12-31	$3,023,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,879,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,450,230
Value of total assets at end of year	2014-12-31	$53,640,192
Value of total assets at beginning of year	2014-12-31	$50,734,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$144,573
Total interest from all sources	2014-12-31	$5,141
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,495,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$2,450,230
Amount contributed by the employer to the plan for this plan year	2014-12-31	$2,450,230
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$79,911
Participant contributions at beginning of year	2014-12-31	$124,892
Administrative expenses (other) incurred	2014-12-31	$144,573
Liabilities. Value of operating payables at end of year	2014-12-31	$11,592
Liabilities. Value of operating payables at beginning of year	2014-12-31	$11,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,905,559
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$53,628,600
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$50,723,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$35,690,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$32,539,442
Interest on participant loans	2014-12-31	$5,141
Value of interest in common/collective trusts at end of year	2014-12-31	$15,419,682
Value of interest in common/collective trusts at beginning of year	2014-12-31	$15,550,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,299,532
Net investment gain or loss from common/collective trusts	2014-12-31	$679,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,450,230
Employer contributions (assets) at end of year	2014-12-31	$2,450,230
Employer contributions (assets) at beginning of year	2014-12-31	$2,519,213
Income. Dividends from common stock	2014-12-31	$1,495,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,879,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	450310328
2013 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$11,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$105,029
Total income from all sources (including contributions)	2013-12-31	$8,185,094
Total of all expenses incurred	2013-12-31	$5,868,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,723,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,530,863
Value of total assets at end of year	2013-12-31	$50,734,461
Value of total assets at beginning of year	2013-12-31	$48,511,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$144,918
Total interest from all sources	2013-12-31	$3,547
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$917,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$2,530,863
Amount contributed by the employer to the plan for this plan year	2013-12-31	$2,530,863
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$124,892
Participant contributions at beginning of year	2013-12-31	$59,631
Administrative expenses (other) incurred	2013-12-31	$144,918
Liabilities. Value of operating payables at end of year	2013-12-31	$11,420
Liabilities. Value of operating payables at beginning of year	2013-12-31	$104,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,316,940
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$50,723,041
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$48,406,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$32,539,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,170,401
Value of interest in common/collective trusts at end of year	2013-12-31	$15,550,914
Value of interest in common/collective trusts at beginning of year	2013-12-31	$32,998,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$93,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$93,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,303,162
Net investment gain or loss from common/collective trusts	2013-12-31	$2,430,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,530,863
Employer contributions (assets) at end of year	2013-12-31	$2,519,213
Employer contributions (assets) at beginning of year	2013-12-31	$2,189,726
Income. Dividends from common stock	2013-12-31	$917,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,723,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$264
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2013-12-31	450310328
2012 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$105,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$82,785
Total income from all sources (including contributions)	2012-12-31	$6,204,140
Total of all expenses incurred	2012-12-31	$5,107,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,960,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,189,726
Value of total assets at end of year	2012-12-31	$48,511,130
Value of total assets at beginning of year	2012-12-31	$47,392,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$146,422
Total interest from all sources	2012-12-31	$1,677
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$559,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$2,189,726
Amount contributed by the employer to the plan for this plan year	2012-12-31	$2,189,726
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$59,631
Participant contributions at beginning of year	2012-12-31	$27,084
Administrative expenses (other) incurred	2012-12-31	$146,422
Liabilities. Value of operating payables at end of year	2012-12-31	$104,765
Liabilities. Value of operating payables at beginning of year	2012-12-31	$82,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,096,776
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$48,406,101
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$47,309,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,170,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,272,029
Value of interest in common/collective trusts at end of year	2012-12-31	$32,998,012
Value of interest in common/collective trusts at beginning of year	2012-12-31	$34,017,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$93,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$71,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$71,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,243,122
Net investment gain or loss from common/collective trusts	2012-12-31	$2,210,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,189,726
Employer contributions (assets) at end of year	2012-12-31	$2,189,726
Employer contributions (assets) at beginning of year	2012-12-31	$2,003,648
Income. Dividends from common stock	2012-12-31	$559,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,960,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$264
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2012-12-31	450310328
2011 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$82,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$48,532
Total income from all sources (including contributions)	2011-12-31	$2,203,863
Total of all expenses incurred	2011-12-31	$7,034,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,874,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,003,648
Value of total assets at end of year	2011-12-31	$47,392,110
Value of total assets at beginning of year	2011-12-31	$52,188,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$159,736
Total interest from all sources	2011-12-31	$1,142
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$447,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$2,003,648
Amount contributed by the employer to the plan for this plan year	2011-12-31	$2,003,648
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$27,084
Participant contributions at beginning of year	2011-12-31	$28,625
Administrative expenses (other) incurred	2011-12-31	$159,736
Liabilities. Value of operating payables at end of year	2011-12-31	$82,785
Liabilities. Value of operating payables at beginning of year	2011-12-31	$48,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-4,830,784
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$47,309,325
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$52,140,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,272,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,149,539
Value of interest in common/collective trusts at end of year	2011-12-31	$34,017,650
Value of interest in common/collective trusts at beginning of year	2011-12-31	$38,931,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$71,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$35,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$35,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-417,860
Net investment gain or loss from common/collective trusts	2011-12-31	$169,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,003,648
Employer contributions (assets) at end of year	2011-12-31	$2,003,648
Employer contributions (assets) at beginning of year	2011-12-31	$2,043,564
Income. Dividends from common stock	2011-12-31	$447,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,874,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	450310328
2010 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$48,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$44,187
Total income from all sources (including contributions)	2010-12-31	$7,569,853
Total of all expenses incurred	2010-12-31	$4,942,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,773,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,112,857
Value of total assets at end of year	2010-12-31	$52,188,641
Value of total assets at beginning of year	2010-12-31	$49,556,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$168,368
Total interest from all sources	2010-12-31	$2,052
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$431,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$2,112,857
Amount contributed by the employer to the plan for this plan year	2010-12-31	$2,112,857
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$28,625
Participant contributions at beginning of year	2010-12-31	$40,542
Administrative expenses (other) incurred	2010-12-31	$168,368
Liabilities. Value of operating payables at end of year	2010-12-31	$48,532
Liabilities. Value of operating payables at beginning of year	2010-12-31	$44,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,627,700
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$52,140,109
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$49,512,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,149,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,401,002
Value of interest in common/collective trusts at end of year	2010-12-31	$38,931,910
Value of interest in common/collective trusts at beginning of year	2010-12-31	$32,382,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$35,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$30,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$30,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,426,509
Net investment gain or loss from common/collective trusts	2010-12-31	$3,597,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,112,857
Employer contributions (assets) at end of year	2010-12-31	$2,043,564
Employer contributions (assets) at beginning of year	2010-12-31	$1,701,836
Income. Dividends from common stock	2010-12-31	$431,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,773,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2010-12-31	450310328
2009 : ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$1,697,741
Amount contributed by the employer to the plan for this plan year	2009-12-31	$1,697,741

Form 5500 Responses for ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN

2017: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALTRU HEALTH SYSTEM MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator
004	2017-01-01
004	2016-01-01	DWIGHT THOMPSON
004	2015-01-01	DWIGHT THOMPSON
004	2014-01-01	DWIGHT THOMPSON
004	2013-01-01	DWIGHT THOMPSON
004	2012-01-01	DWIGHT THOMPSON
004	2011-01-01	DWIGHT THOMPSON
004	2009-01-01	LEE LINDQUIST