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WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN
Plan identification number 001

WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WELLSTAR HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELLSTAR HEALTH SYSTEM, INC.
Employer identification number (EIN):581649541
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01DAVID ANDERSON
0012015-07-01DAVID ANDERSON
0012015-07-01DAVID ANDERSON
0012014-07-01DAVID ANDERSON
0012013-07-01DAVID ANDERSON
0012012-07-01DAVID ANDERSON A BUDZINSKI2014-04-09
0012011-07-01DAVID ANDERSON A. BUDZINSKI2013-04-12
0012011-01-01DAVID ANDERSON ANTHONY BUDZINSKI2012-04-17
0012010-01-01DAVID ANDERSON A. BUDZINSKI2011-08-24
0012009-01-01DAVID W. ANDERSON ANTHONY J BUDZINSKI2010-10-11

Plan Statistics for WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN

401k plan membership statisitcs for WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2021: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-06-30194,341,022
Acturial value of plan assets2021-06-30196,991,085
Funding target for retired participants and beneficiaries receiving payment2021-06-30121,462,702
Number of terminated vested participants2021-06-301,291
Fundng target for terminated vested participants2021-06-3089,029,076
Active participant vested funding target2021-06-300
Number of active participants2021-06-300
Total funding liabilities for active participants2021-06-300
Total participant count2021-06-302,009
Total funding target for all participants2021-06-30210,491,778
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-303,999,459
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-30822,907
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-303,176,552
Present value of excess contributions2021-06-302,352,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-302,467,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-302,467,465
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-305,761,232
Total employer contributions2021-06-3031,000,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3029,333,583
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,820,760
Net shortfall amortization installment of oustanding balance2021-06-3019,261,925
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-303,629,198
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-303,690,421
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3029,333,583
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,005
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-010
Market value of plan assets2020-06-30187,563,793
Acturial value of plan assets2020-06-30184,066,859
Funding target for retired participants and beneficiaries receiving payment2020-06-30118,886,149
Number of terminated vested participants2020-06-301,365
Fundng target for terminated vested participants2020-06-3093,222,586
Active participant vested funding target2020-06-300
Number of active participants2020-06-300
Total funding liabilities for active participants2020-06-300
Total participant count2020-06-302,000
Total funding target for all participants2020-06-30212,108,735
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-305,044,243
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-303,343,617
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-301,700,626
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-30-2,185,741
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-303,999,459
Total employer contributions2020-06-308,329,269
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-307,835,886
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-3032,041,335
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-306,306,715
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-30822,907
Additional cash requirement2020-06-305,483,808
Contributions allocatedtoward minimum required contributions for current year2020-06-307,835,886
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012,000
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-01697
Number of other retired or separated participants entitled to future benefits2019-07-011,278
Total of all active and inactive participants2019-07-011,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0130
Total participants2019-07-012,005
Market value of plan assets2019-06-30280,019,589
Acturial value of plan assets2019-06-30268,612,830
Funding target for retired participants and beneficiaries receiving payment2019-06-30181,178,444
Number of terminated vested participants2019-06-302,738
Fundng target for terminated vested participants2019-06-30100,964,655
Active participant vested funding target2019-06-300
Number of active participants2019-06-300
Total funding liabilities for active participants2019-06-300
Total participant count2019-06-305,266
Total funding target for all participants2019-06-30282,143,099
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-307,230,362
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-302,632,565
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-304,597,797
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-305,044,243
Total employer contributions2019-06-3020,060,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3018,262,334
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-3018,574,512
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-303,343,617
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-303,343,617
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3018,262,334
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-015,262
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-012,401
Number of other retired or separated participants entitled to future benefits2018-07-012,522
Total of all active and inactive participants2018-07-014,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01257
Total participants2018-07-015,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-30275,754,426
Acturial value of plan assets2018-06-30272,590,479
Funding target for retired participants and beneficiaries receiving payment2018-06-30179,368,230
Number of terminated vested participants2018-06-302,909
Fundng target for terminated vested participants2018-06-30102,023,418
Active participant vested funding target2018-06-300
Number of active participants2018-06-300
Total funding liabilities for active participants2018-06-300
Total participant count2018-06-305,391
Total funding target for all participants2018-06-30281,391,648
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-306,377,105
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-306,377,105
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-307,230,362
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-3016,031,531
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-302,632,565
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-302,632,565
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-015,386
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-012,355
Number of other retired or separated participants entitled to future benefits2017-07-012,668
Total of all active and inactive participants2017-07-015,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01239
Total participants2017-07-015,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-30263,665,306
Acturial value of plan assets2017-06-30287,567,499
Funding target for retired participants and beneficiaries receiving payment2017-06-30177,091,055
Number of terminated vested participants2017-06-303,056
Fundng target for terminated vested participants2017-06-3096,924,982
Active participant vested funding target2017-06-300
Number of active participants2017-06-300
Total funding liabilities for active participants2017-06-300
Total participant count2017-06-305,488
Total funding target for all participants2017-06-30274,016,037
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-306,482,774
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-306,482,774
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-306,377,105
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-015,488
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-012,311
Number of other retired or separated participants entitled to future benefits2016-07-012,836
Total of all active and inactive participants2016-07-015,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01239
Total participants2016-07-015,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-015,643
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-012,265
Number of other retired or separated participants entitled to future benefits2015-07-012,997
Total of all active and inactive participants2015-07-015,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01226
Total participants2015-07-015,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0116,454
Total number of active participants reported on line 7a of the Form 55002014-07-0110,802
Number of retired or separated participants receiving benefits2014-07-012,191
Number of other retired or separated participants entitled to future benefits2014-07-013,237
Total of all active and inactive participants2014-07-0116,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01223
Total participants2014-07-0116,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01545
2013: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0115,558
Total number of active participants reported on line 7a of the Form 55002013-07-0110,298
Number of retired or separated participants receiving benefits2013-07-012,186
Number of other retired or separated participants entitled to future benefits2013-07-013,756
Total of all active and inactive participants2013-07-0116,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01214
Total participants2013-07-0116,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01490
2012: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0114,781
Total number of active participants reported on line 7a of the Form 55002012-07-019,914
Number of retired or separated participants receiving benefits2012-07-011,974
Number of other retired or separated participants entitled to future benefits2012-07-013,526
Total of all active and inactive participants2012-07-0115,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01144
Total participants2012-07-0115,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01476
2011: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0114,489
Total number of active participants reported on line 7a of the Form 55002011-07-019,618
Number of retired or separated participants receiving benefits2011-07-011,721
Number of other retired or separated participants entitled to future benefits2011-07-013,321
Total of all active and inactive participants2011-07-0114,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01121
Total participants2011-07-0114,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01488
Total participants, beginning-of-year2011-01-0114,311
Total number of active participants reported on line 7a of the Form 55002011-01-019,858
Number of retired or separated participants receiving benefits2011-01-011,461
Number of other retired or separated participants entitled to future benefits2011-01-013,053
Total of all active and inactive participants2011-01-0114,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01117
Total participants2011-01-0114,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01248
2010: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113,616
Total number of active participants reported on line 7a of the Form 55002010-01-019,549
Number of retired or separated participants receiving benefits2010-01-011,426
Number of other retired or separated participants entitled to future benefits2010-01-013,231
Total of all active and inactive participants2010-01-0114,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01105
Total participants2010-01-0114,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01480
2009: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112,929
Total number of active participants reported on line 7a of the Form 55002009-01-019,409
Number of retired or separated participants receiving benefits2009-01-011,206
Number of other retired or separated participants entitled to future benefits2009-01-012,894
Total of all active and inactive participants2009-01-0113,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01107
Total participants2009-01-0113,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01638

Financial Data on WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2021 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets from this plan2021-06-30$268,085,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$412,559
Total income from all sources (including contributions)2021-06-30$87,422,132
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$13,368,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$11,286,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$31,000,000
Value of total assets at end of year2021-06-30$0
Value of total assets at beginning of year2021-06-30$194,444,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,081,942
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$232,465
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$412,559
Administrative expenses (other) incurred2021-06-30$979,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$74,053,610
Value of net assets at end of year (total assets less liabilities)2021-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$194,032,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$870,386
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$188,790,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$31,000,000
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$5,654,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$11,286,580
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30Yes
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$2,934,271
Total transfer of assets from this plan2020-06-30$111,833,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$412,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$16,892,509
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$13,358,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$11,271,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,329,270
Value of total assets at end of year2020-06-30$194,444,743
Value of total assets at beginning of year2020-06-30$299,397,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,087,096
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$412,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,757,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,534,121
Value of net assets at end of year (total assets less liabilities)2020-06-30$194,032,184
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$299,397,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$329,831
Value of interest in master investment trust accounts at end of year2020-06-30$188,790,011
Value of interest in master investment trust accounts at beginning of year2020-06-30$279,337,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,329,270
Employer contributions (assets) at end of year2020-06-30$5,654,732
Employer contributions (assets) at beginning of year2020-06-30$20,060,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$11,271,292
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$38,061,403
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$18,683,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$18,683,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$20,060,000
Value of total assets at end of year2019-06-30$299,397,509
Value of total assets at beginning of year2019-06-30$280,019,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$19,377,920
Value of net assets at end of year (total assets less liabilities)2019-06-30$299,397,509
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$280,019,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in master investment trust accounts at end of year2019-06-30$279,337,509
Value of interest in master investment trust accounts at beginning of year2019-06-30$280,019,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$20,060,000
Employer contributions (assets) at end of year2019-06-30$20,060,000
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$18,683,483
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets from this plan2018-06-30$1,501,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$24,226,518
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$18,460,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$18,460,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$280,019,589
Value of total assets at beginning of year2018-06-30$275,754,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$39,333
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$5,766,284
Value of net assets at end of year (total assets less liabilities)2018-06-30$280,019,589
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$275,754,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in master investment trust accounts at end of year2018-06-30$278,472,554
Value of interest in master investment trust accounts at beginning of year2018-06-30$274,441,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,547,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,312,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,312,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$39,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$18,460,234
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets from this plan2017-06-30$2,604,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$33,993,741
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$19,300,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$19,300,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$275,754,426
Value of total assets at beginning of year2017-06-30$263,665,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$14,999
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$14,693,675
Value of net assets at end of year (total assets less liabilities)2017-06-30$275,754,426
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$263,665,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in master investment trust accounts at end of year2017-06-30$274,441,605
Value of interest in master investment trust accounts at beginning of year2017-06-30$262,256,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,312,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,408,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,408,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$14,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$19,300,066
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$1,243,162
Total transfer of assets from this plan2016-06-30$353,510,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,338,294
Total income from all sources (including contributions)2016-06-30$-5,772,768
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$17,325,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$17,325,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$263,665,309
Value of total assets at beginning of year2016-06-30$640,368,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$4,866
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$270,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,169,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$1,338,294
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$789,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-23,097,812
Value of net assets at end of year (total assets less liabilities)2016-06-30$263,665,309
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$639,030,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$68,165,360
Value of interest in master investment trust accounts at end of year2016-06-30$262,256,680
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$1,683,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,408,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$14,939,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$14,939,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$4,866
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$85,895,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$37,713,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$17,325,044
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$125,537,005
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$301,202,909
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$10,184,990
Total unrealized appreciation/depreciation of assets2015-06-30$10,184,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,338,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,405,562
Total income from all sources (including contributions)2015-06-30$53,861,406
Total loss/gain on sale of assets2015-06-30$-809,248
Total of all expenses incurred2015-06-30$27,857,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$27,819,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$37,713,984
Value of total assets at end of year2015-06-30$640,368,546
Value of total assets at beginning of year2015-06-30$615,431,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$37,102
Total interest from all sources2015-06-30$7,484,601
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$8,114,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$5,039,251
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$270,686
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$280,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,169,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,386,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$1,338,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$2,405,562
Other income not declared elsewhere2015-06-30$92,050
Administrative expenses (other) incurred2015-06-30$37,102
Total non interest bearing cash at end of year2015-06-30$789,864
Total non interest bearing cash at beginning of year2015-06-30$977,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$26,004,340
Value of net assets at end of year (total assets less liabilities)2015-06-30$639,030,252
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$613,025,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$68,165,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$77,306,194
Interest earned on other investments2015-06-30$14,204
Income. Interest from US Government securities2015-06-30$2,318,453
Income. Interest from corporate debt instruments2015-06-30$5,145,671
Value of interest in common/collective trusts at end of year2015-06-30$1,683,575
Value of interest in common/collective trusts at beginning of year2015-06-30$1,464,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$14,939,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$15,041,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$15,041,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$6,273
Asset value of US Government securities at end of year2015-06-30$85,895,528
Asset value of US Government securities at beginning of year2015-06-30$73,418,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-8,919,652
Net investment gain or loss from common/collective trusts2015-06-30$46
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$37,713,984
Employer contributions (assets) at end of year2015-06-30$37,713,984
Employer contributions (assets) at beginning of year2015-06-30$28,896,000
Income. Dividends from common stock2015-06-30$3,075,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$27,819,964
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$125,537,005
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$118,664,299
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$301,202,909
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$295,996,301
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$473,971,296
Aggregate carrying amount (costs) on sale of assets2015-06-30$474,780,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$50,123,909
Total unrealized appreciation/depreciation of assets2014-06-30$50,123,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,405,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,449,478
Total income from all sources (including contributions)2014-06-30$108,914,436
Total loss/gain on sale of assets2014-06-30$10,102,304
Total of all expenses incurred2014-06-30$16,690,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$16,604,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$28,896,000
Value of total assets at end of year2014-06-30$615,431,474
Value of total assets at beginning of year2014-06-30$523,251,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$85,486
Total interest from all sources2014-06-30$7,117,679
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$5,993,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$2,375,506
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$45
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$280,162
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$488,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,386,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$4,829,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$2,405,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$2,449,478
Other income not declared elsewhere2014-06-30$26,508
Administrative expenses (other) incurred2014-06-30$85,486
Total non interest bearing cash at end of year2014-06-30$977,057
Total non interest bearing cash at beginning of year2014-06-30$-114,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$92,224,234
Value of net assets at end of year (total assets less liabilities)2014-06-30$613,025,912
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$520,801,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$77,306,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$28,242,874
Interest earned on other investments2014-06-30$14,204
Income. Interest from US Government securities2014-06-30$2,326,480
Income. Interest from corporate debt instruments2014-06-30$4,773,125
Value of interest in common/collective trusts at end of year2014-06-30$1,464,742
Value of interest in common/collective trusts at beginning of year2014-06-30$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$15,041,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$18,496,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$18,496,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$3,870
Asset value of US Government securities at end of year2014-06-30$73,418,497
Asset value of US Government securities at beginning of year2014-06-30$88,928,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,654,858
Net investment gain or loss from common/collective trusts2014-06-30$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$28,896,000
Employer contributions (assets) at end of year2014-06-30$28,896,000
Employer contributions (assets) at beginning of year2014-06-30$21,600,000
Income. Dividends from common stock2014-06-30$3,617,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$16,604,716
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$118,664,299
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$92,507,219
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$295,996,301
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$268,271,235
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$403,041,664
Aggregate carrying amount (costs) on sale of assets2014-06-30$392,939,360
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$31,327,699
Total unrealized appreciation/depreciation of assets2013-06-30$31,327,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,449,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,034,770
Total income from all sources (including contributions)2013-06-30$71,855,238
Total loss/gain on sale of assets2013-06-30$4,523,670
Total of all expenses incurred2013-06-30$14,519,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$14,519,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$21,600,000
Value of total assets at end of year2013-06-30$523,251,156
Value of total assets at beginning of year2013-06-30$464,501,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$6,909,258
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$4,824,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Assets. Real estate other than employer real property at end of year2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$45
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$632
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$488,716
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$281,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$4,829,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$6,170,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$2,449,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,034,770
Other income not declared elsewhere2013-06-30$-54,632
Total non interest bearing cash at end of year2013-06-30$-114,667
Total non interest bearing cash at beginning of year2013-06-30$-1,229,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$57,335,399
Value of net assets at end of year (total assets less liabilities)2013-06-30$520,801,678
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$463,466,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$28,242,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$24,497,028
Interest earned on other investments2013-06-30$14,204
Income. Interest from US Government securities2013-06-30$2,718,159
Income. Interest from corporate debt instruments2013-06-30$4,159,941
Value of interest in common/collective trusts at end of year2013-06-30$849
Value of interest in common/collective trusts at beginning of year2013-06-30$3,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$18,496,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$14,581,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$14,581,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$16,954
Asset value of US Government securities at end of year2013-06-30$88,928,938
Asset value of US Government securities at beginning of year2013-06-30$83,171,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,725,157
Net investment gain or loss from common/collective trusts2013-06-30$37
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$21,600,000
Employer contributions (assets) at end of year2013-06-30$21,600,000
Employer contributions (assets) at beginning of year2013-06-30$42,210,000
Income. Dividends from common stock2013-06-30$4,824,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$14,519,839
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$92,507,219
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$74,607,666
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$268,271,235
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$220,207,076
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$505,960,553
Aggregate carrying amount (costs) on sale of assets2013-06-30$501,436,883
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$1,144,156
Total unrealized appreciation/depreciation of assets2012-06-30$1,144,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,034,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$947,831
Total income from all sources (including contributions)2012-06-30$49,958,683
Total loss/gain on sale of assets2012-06-30$-6,743,355
Total of all expenses incurred2012-06-30$12,603,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$12,603,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$45,210,000
Value of total assets at end of year2012-06-30$464,501,049
Value of total assets at beginning of year2012-06-30$427,059,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$6,832,217
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$4,006,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Assets. Real estate other than employer real property at beginning of year2012-06-30$2,103,485
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$632
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$281,975
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$3,271,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$6,170,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$6,298,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,034,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$947,831
Other income not declared elsewhere2012-06-30$-2,518
Total non interest bearing cash at end of year2012-06-30$-1,229,483
Total non interest bearing cash at beginning of year2012-06-30$-1,597,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$37,354,787
Value of net assets at end of year (total assets less liabilities)2012-06-30$463,466,279
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$426,111,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$24,497,028
Interest earned on other investments2012-06-30$17,222
Income. Interest from US Government securities2012-06-30$2,697,073
Income. Interest from corporate debt instruments2012-06-30$4,097,756
Value of interest in common/collective trusts at end of year2012-06-30$3,311
Value of interest in common/collective trusts at beginning of year2012-06-30$9,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$14,581,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$12,549,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$12,549,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$20,166
Asset value of US Government securities at end of year2012-06-30$83,171,216
Asset value of US Government securities at beginning of year2012-06-30$71,797,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-487,980
Net investment gain or loss from common/collective trusts2012-06-30$23
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$45,210,000
Employer contributions (assets) at end of year2012-06-30$42,210,000
Employer contributions (assets) at beginning of year2012-06-30$25,000,000
Income. Dividends from common stock2012-06-30$4,006,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$12,603,896
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$74,607,666
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$82,126,635
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$220,207,076
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$225,499,455
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$411,453,533
Aggregate carrying amount (costs) on sale of assets2012-06-30$418,196,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$11,348,537
Total unrealized appreciation/depreciation of assets2011-06-30$11,348,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$947,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$542,654
Total income from all sources (including contributions)2011-06-30$42,347,713
Total loss/gain on sale of assets2011-06-30$762,087
Total of all expenses incurred2011-06-30$4,579,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,579,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$25,000,000
Value of total assets at end of year2011-06-30$427,059,323
Value of total assets at beginning of year2011-06-30$388,886,118
Total interest from all sources2011-06-30$3,451,091
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,785,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Assets. Real estate other than employer real property at end of year2011-06-30$2,103,485
Assets. Real estate other than employer real property at beginning of year2011-06-30$2,074,204
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$3,271,550
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$3,250,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$6,298,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,762,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$947,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$542,654
Other income not declared elsewhere2011-06-30$11
Total non interest bearing cash at end of year2011-06-30$-1,597,185
Total non interest bearing cash at beginning of year2011-06-30$-742,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$37,768,028
Value of net assets at end of year (total assets less liabilities)2011-06-30$426,111,492
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$388,343,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest earned on other investments2011-06-30$65,589
Income. Interest from US Government securities2011-06-30$1,338,043
Income. Interest from corporate debt instruments2011-06-30$2,036,643
Value of interest in common/collective trusts at end of year2011-06-30$9,046
Value of interest in common/collective trusts at beginning of year2011-06-30$4,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$12,549,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$13,586,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$13,586,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$10,816
Asset value of US Government securities at end of year2011-06-30$71,797,763
Asset value of US Government securities at beginning of year2011-06-30$61,824,547
Net investment gain or loss from common/collective trusts2011-06-30$11
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$25,000,000
Employer contributions (assets) at end of year2011-06-30$25,000,000
Employer contributions (assets) at beginning of year2011-06-30$11,944,800
Income. Dividends from common stock2011-06-30$1,785,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,579,685
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$82,126,635
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$73,743,725
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$225,499,455
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$220,436,049
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$210,955,971
Aggregate carrying amount (costs) on sale of assets2011-06-30$210,193,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$33,529,925
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$33,529,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$542,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,059,842
Total income from all sources (including contributions)2010-12-31$74,357,384
Total loss/gain on sale of assets2010-12-31$1,149,119
Total of all expenses incurred2010-12-31$9,408,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,408,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,830,838
Value of total assets at end of year2010-12-31$388,886,118
Value of total assets at beginning of year2010-12-31$324,454,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$5,683,166
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,219,126
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$128,280
Assets. Real estate other than employer real property at end of year2010-12-31$2,074,204
Assets. Real estate other than employer real property at beginning of year2010-12-31$1,713,455
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,250,906
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,837,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,762,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,665,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$542,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,059,842
Other income not declared elsewhere2010-12-31$-54,868
Total non interest bearing cash at end of year2010-12-31$-742,061
Total non interest bearing cash at beginning of year2010-12-31$-474,875
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$64,948,773
Value of net assets at end of year (total assets less liabilities)2010-12-31$388,343,464
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$323,394,691
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 beginning of year2010-12-31$14,617,714
Interest earned on other investments2010-12-31$151,919
Income. Interest from US Government securities2010-12-31$2,048,032
Income. Interest from corporate debt instruments2010-12-31$3,462,502
Value of interest in common/collective trusts at end of year2010-12-31$4,902
Value of interest in common/collective trusts at beginning of year2010-12-31$17,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,586,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,922,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,922,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$20,713
Asset value of US Government securities at end of year2010-12-31$61,824,547
Asset value of US Government securities at beginning of year2010-12-31$40,236,745
Net investment gain or loss from common/collective trusts2010-12-31$78
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,830,838
Employer contributions (assets) at end of year2010-12-31$11,944,800
Employer contributions (assets) at beginning of year2010-12-31$47,220,474
Income. Dividends from common stock2010-12-31$3,090,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,408,611
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$73,743,725
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$57,712,685
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$220,436,049
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$147,985,525
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$465,397,487
Aggregate carrying amount (costs) on sale of assets2010-12-31$464,248,368
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 name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN

2020: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingYes
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELLSTAR HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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