401k Plan data: SHANDS HEALTHCARE PENSION PLAN plan

SHANDS HEALTHCARE PENSION PLAN 401k Plan overview

Plan Name	SHANDS HEALTHCARE PENSION PLAN
Plan identification number	001

SHANDS HEALTHCARE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

SHANDS TEACHING HOSPITAL AND CLINICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHANDS TEACHING HOSPITAL AND CLINICS, INC.

Employer identification number (EIN): 591943502

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHANDS HEALTHCARE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 JANET CHRISTIE
001 2016-07-01 JANET CHRISTIE
001 2015-07-01 JANET CHRISTIE
001 2014-07-01 JANET CHRISTIE
001 2013-07-01 JANET CHRISTIE
001 2012-07-01 JANET CHRISTIE

Plan id#	Filing Submission Date	Name of Administrator
001	2017-07-01	JANET CHRISTIE
001	2016-07-01	JANET CHRISTIE
001	2015-07-01	JANET CHRISTIE
001	2014-07-01	JANET CHRISTIE
001	2013-07-01	JANET CHRISTIE
001	2012-07-01	JANET CHRISTIE

Plan Statistics for SHANDS HEALTHCARE PENSION PLAN

401k plan membership statisitcs for SHANDS HEALTHCARE PENSION PLAN

Measure Date Value
2018: SHANDS HEALTHCARE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-06-01 926,064,806
Acturial value of plan assets 2018-06-01 902,221,496
Funding target for retired participants and beneficiaries receiving payment 2018-06-01 565,816,092
Number of terminated vested participants 2018-06-01 2,861
Fundng target for terminated vested participants 2018-06-01 95,237,270
Active participant vested funding target 2018-06-01 264,569,823
Number of active participants 2018-06-01 4,348
Total funding liabilities for active participants 2018-06-01 264,569,823
Total participant count 2018-06-01 10,324
Total funding target for all participants 2018-06-01 925,623,185
Balance of carryovers at beginning of current year 2018-06-01 93,871,184
Total employer contributions 2018-06-01 23,471,838
Total employee contributions 2018-06-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-01 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-01 22,762,013
Liquidity shortfalls end of Q1 2018-06-01 0
Liquidity shortfalls end of Q2 2018-06-01 0
Liquidity shortfalls end of Q3 2018-06-01 0
Liquidity shortfalls end of Q4 2018-06-01 0
Unpaid minimum required contributions for all prior years 2018-06-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-01 0
Remaining amount of unpaid minimum required contributions 2018-06-01 0
Minimum required contributions for current year target normal cost 2018-06-01 3,361,644
Net shortfall amortization installment of oustanding balance 2018-06-01 117,272,873
Waiver amortization installment 2018-06-01 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-01 21,036,407
Carryover balance elected to use to offset funding requirement 2018-06-01 0
Prefunding balance elected to use to offset funding requirement 2018-06-01 0
Additional cash requirement 2018-06-01 21,036,407
Contributions allocatedtoward minimum required contributions for current year 2018-06-01 22,762,013
Unpaid minimum required contributions for current year 2018-06-01 0
Unpaid minimum required contributions for all years 2018-06-01 0
2017: SHANDS HEALTHCARE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 10,226
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 13
Market value of plan assets 2017-06-30 852,453,517
Acturial value of plan assets 2017-06-30 897,681,079
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 538,597,745
Number of terminated vested participants 2017-06-30 2,871
Fundng target for terminated vested participants 2017-06-30 93,995,303
Active participant vested funding target 2017-06-30 268,961,637
Number of active participants 2017-06-30 4,667
Total funding liabilities for active participants 2017-06-30 268,961,637
Total participant count 2017-06-30 10,574
Total funding target for all participants 2017-06-30 901,554,685
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 0
Present value of excess contributions 2017-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 0
Total employer contributions 2017-06-30 0
Total employee contributions 2017-06-30 0
Unpaid minimum required contributions for all prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 0
Additional cash requirement 2017-06-30 0
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0
2016: SHANDS HEALTHCARE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 10,451
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 4,348
Number of retired or separated participants receiving benefits 2016-07-01 2,934
Number of other retired or separated participants entitled to future benefits 2016-07-01 2,772
Total of all active and inactive participants 2016-07-01 10,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 172
Total participants 2016-07-01 10,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: SHANDS HEALTHCARE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 11,607
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 4,667
Number of retired or separated participants receiving benefits 2015-07-01 2,824
Number of other retired or separated participants entitled to future benefits 2015-07-01 2,788
Total of all active and inactive participants 2015-07-01 10,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 172
Total participants 2015-07-01 10,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 8
2014: SHANDS HEALTHCARE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 12,235
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 5,010
Number of retired or separated participants receiving benefits 2014-07-01 2,555
Number of other retired or separated participants entitled to future benefits 2014-07-01 3,915
Total of all active and inactive participants 2014-07-01 11,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 127
Total participants 2014-07-01 11,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 10
2013: SHANDS HEALTHCARE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 12,439
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 5,421
Number of retired or separated participants receiving benefits 2013-07-01 2,409
Number of other retired or separated participants entitled to future benefits 2013-07-01 4,303
Total of all active and inactive participants 2013-07-01 12,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 102
Total participants 2013-07-01 12,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2012: SHANDS HEALTHCARE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 12,657
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5,551
Number of retired or separated participants receiving benefits 2012-07-01 2,237
Number of other retired or separated participants entitled to future benefits 2012-07-01 4,571
Total of all active and inactive participants 2012-07-01 12,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 80
Total participants 2012-07-01 12,439
Number of participants with account balances 2012-07-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 203

Measure	Date	Value
2018: SHANDS HEALTHCARE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-06-01	926,064,806
Acturial value of plan assets	2018-06-01	902,221,496
Funding target for retired participants and beneficiaries receiving payment	2018-06-01	565,816,092
Number of terminated vested participants	2018-06-01	2,861
Fundng target for terminated vested participants	2018-06-01	95,237,270
Active participant vested funding target	2018-06-01	264,569,823
Number of active participants	2018-06-01	4,348
Total funding liabilities for active participants	2018-06-01	264,569,823
Total participant count	2018-06-01	10,324
Total funding target for all participants	2018-06-01	925,623,185
Balance of carryovers at beginning of current year	2018-06-01	93,871,184
Total employer contributions	2018-06-01	23,471,838
Total employee contributions	2018-06-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-01	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-01	22,762,013
Liquidity shortfalls end of Q1	2018-06-01	0
Liquidity shortfalls end of Q2	2018-06-01	0
Liquidity shortfalls end of Q3	2018-06-01	0
Liquidity shortfalls end of Q4	2018-06-01	0
Unpaid minimum required contributions for all prior years	2018-06-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-01	0
Remaining amount of unpaid minimum required contributions	2018-06-01	0
Minimum required contributions for current year target normal cost	2018-06-01	3,361,644
Net shortfall amortization installment of oustanding balance	2018-06-01	117,272,873
Waiver amortization installment	2018-06-01	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-01	21,036,407
Carryover balance elected to use to offset funding requirement	2018-06-01	0
Prefunding balance elected to use to offset funding requirement	2018-06-01	0
Additional cash requirement	2018-06-01	21,036,407
Contributions allocatedtoward minimum required contributions for current year	2018-06-01	22,762,013
Unpaid minimum required contributions for current year	2018-06-01	0
Unpaid minimum required contributions for all years	2018-06-01	0
2017: SHANDS HEALTHCARE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	10,226
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	13
Market value of plan assets	2017-06-30	852,453,517
Acturial value of plan assets	2017-06-30	897,681,079
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	538,597,745
Number of terminated vested participants	2017-06-30	2,871
Fundng target for terminated vested participants	2017-06-30	93,995,303
Active participant vested funding target	2017-06-30	268,961,637
Number of active participants	2017-06-30	4,667
Total funding liabilities for active participants	2017-06-30	268,961,637
Total participant count	2017-06-30	10,574
Total funding target for all participants	2017-06-30	901,554,685
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	0
Total employee contributions	2017-06-30	0
Unpaid minimum required contributions for all prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	0
Additional cash requirement	2017-06-30	0
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0
2016: SHANDS HEALTHCARE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	10,451
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	4,348
Number of retired or separated participants receiving benefits	2016-07-01	2,934
Number of other retired or separated participants entitled to future benefits	2016-07-01	2,772
Total of all active and inactive participants	2016-07-01	10,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	172
Total participants	2016-07-01	10,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: SHANDS HEALTHCARE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	11,607
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	4,667
Number of retired or separated participants receiving benefits	2015-07-01	2,824
Number of other retired or separated participants entitled to future benefits	2015-07-01	2,788
Total of all active and inactive participants	2015-07-01	10,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	172
Total participants	2015-07-01	10,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	8
2014: SHANDS HEALTHCARE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	12,235
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	5,010
Number of retired or separated participants receiving benefits	2014-07-01	2,555
Number of other retired or separated participants entitled to future benefits	2014-07-01	3,915
Total of all active and inactive participants	2014-07-01	11,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	127
Total participants	2014-07-01	11,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	10
2013: SHANDS HEALTHCARE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	12,439
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	5,421
Number of retired or separated participants receiving benefits	2013-07-01	2,409
Number of other retired or separated participants entitled to future benefits	2013-07-01	4,303
Total of all active and inactive participants	2013-07-01	12,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	102
Total participants	2013-07-01	12,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2012: SHANDS HEALTHCARE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	12,657
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5,551
Number of retired or separated participants receiving benefits	2012-07-01	2,237
Number of other retired or separated participants entitled to future benefits	2012-07-01	4,571
Total of all active and inactive participants	2012-07-01	12,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	80
Total participants	2012-07-01	12,439
Number of participants with account balances	2012-07-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	203

Financial Data on SHANDS HEALTHCARE PENSION PLAN

Measure	Date	Value
2018 : SHANDS HEALTHCARE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-01	$14,488,903
Total unrealized appreciation/depreciation of assets	2018-06-01	$14,488,903
Total transfer of assets from this plan	2018-06-01	$966,387,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-01	$2,601,313
Total income from all sources (including contributions)	2018-06-01	$90,400,108
Total loss/gain on sale of assets	2018-06-01	$11,439,708
Total of all expenses incurred	2018-06-01	$48,425,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-01	$45,165,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-01	$23,471,838
Value of total assets at end of year	2018-06-01	$0
Value of total assets at beginning of year	2018-06-01	$927,013,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-01	$3,260,381
Total interest from all sources	2018-06-01	$18,656
Total dividends received (eg from common stock, registered investment company shares)	2018-06-01	$15,868,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-06-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-01	$12,331,686
Administrative expenses professional fees incurred	2018-06-01	$1,106,017
Was this plan covered by a fidelity bond	2018-06-01	Yes
Value of fidelity bond cover	2018-06-01	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-01	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-01	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-01	$4,110,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-01	$957,990
Other income not declared elsewhere	2018-06-01	$398,654
Administrative expenses (other) incurred	2018-06-01	$705,594
Liabilities. Value of operating payables at end of year	2018-06-01	$0
Liabilities. Value of operating payables at beginning of year	2018-06-01	$645,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-01	No
Value of net income/loss	2018-06-01	$41,974,457
Value of net assets at end of year (total assets less liabilities)	2018-06-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-06-01	$924,412,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-01	No
Were any leases to which the plan was party in default or uncollectible	2018-06-01	No
Assets. partnership/joint venture interests at end of year	2018-06-01	$0
Assets. partnership/joint venture interests at beginning of year	2018-06-01	$31,199,524
Investment advisory and management fees	2018-06-01	$1,448,770
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-01	$166,621,577
Interest earned on other investments	2018-06-01	$19,045
Value of interest in common/collective trusts at end of year	2018-06-01	$0
Value of interest in common/collective trusts at beginning of year	2018-06-01	$484,486,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-01	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-01	$128,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-01	$128,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-01	$-389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-01	$-17,425,587
Net investment gain or loss from common/collective trusts	2018-06-01	$42,139,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-01	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-01	No
Has the plan failed to provide any benefit when due under the plan	2018-06-01	No
Contributions received in cash from employer	2018-06-01	$23,471,838
Employer contributions (assets) at end of year	2018-06-01	$0
Employer contributions (assets) at beginning of year	2018-06-01	$7,823,947
Income. Dividends from common stock	2018-06-01	$3,537,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-01	$45,165,270
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-01	$232,643,250
Liabilities. Value of benefit claims payable at end of year	2018-06-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-06-01	$997,524
Did the plan have assets held for investment	2018-06-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-01	Yes
Aggregate proceeds on sale of assets	2018-06-01	$113,181,747
Aggregate carrying amount (costs) on sale of assets	2018-06-01	$101,742,039
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-01	No
Opinion of an independent qualified public accountant for this plan	2018-06-01	Unqualified
Accountancy firm name	2018-06-01	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2018-06-01	593204548
2017 : SHANDS HEALTHCARE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$31,252,453
Total unrealized appreciation/depreciation of assets	2017-06-30	$31,252,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$2,601,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$2,776,419
Total income from all sources (including contributions)	2017-06-30	$130,398,094
Total loss/gain on sale of assets	2017-06-30	$12,620,917
Total of all expenses incurred	2017-06-30	$56,787,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$48,162,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$15,600,995
Value of total assets at end of year	2017-06-30	$927,013,871
Value of total assets at beginning of year	2017-06-30	$853,578,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$8,625,473
Total interest from all sources	2017-06-30	$-158
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$11,931,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$7,655,137
Administrative expenses professional fees incurred	2017-06-30	$774,208
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$15,000,000
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$4,110,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$4,451,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$957,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$716,441
Other income not declared elsewhere	2017-06-30	$466,204
Administrative expenses (other) incurred	2017-06-30	$5,919,291
Liabilities. Value of operating payables at end of year	2017-06-30	$645,799
Liabilities. Value of operating payables at beginning of year	2017-06-30	$713,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$73,610,294
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$924,412,558
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$850,802,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Assets. partnership/joint venture interests at end of year	2017-06-30	$31,199,524
Assets. partnership/joint venture interests at beginning of year	2017-06-30	$35,527,398
Investment advisory and management fees	2017-06-30	$1,931,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$166,621,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$166,416,882
Interest earned on other investments	2017-06-30	$25
Value of interest in common/collective trusts at end of year	2017-06-30	$484,486,671
Value of interest in common/collective trusts at beginning of year	2017-06-30	$432,948,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$128,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$-18
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$-18
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$-183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$-1,848,646
Net investment gain or loss from common/collective trusts	2017-06-30	$60,374,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$15,600,995
Employer contributions (assets) at end of year	2017-06-30	$7,823,947
Employer contributions (assets) at beginning of year	2017-06-30	$23,331,147
Income. Dividends from common stock	2017-06-30	$4,276,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$48,162,327
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$232,643,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$190,902,914
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$997,524
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$1,346,773
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$77,339,290
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$64,718,373
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2017-06-30	593204548
2016 : SHANDS HEALTHCARE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-10,472,003
Total unrealized appreciation/depreciation of assets	2016-06-30	$-10,472,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$2,776,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$3,582,497
Total income from all sources (including contributions)	2016-06-30	$35,450,073
Total loss/gain on sale of assets	2016-06-30	$-1,142,665
Total of all expenses incurred	2016-06-30	$107,121,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$98,409,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$29,107,069
Value of total assets at end of year	2016-06-30	$853,578,683
Value of total assets at beginning of year	2016-06-30	$926,056,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$8,712,433
Total interest from all sources	2016-06-30	$33
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$14,787,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$10,190,260
Administrative expenses professional fees incurred	2016-06-30	$1,284,559
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$4,451,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$4,742,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$716,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$937,616
Other income not declared elsewhere	2016-06-30	$237,757
Administrative expenses (other) incurred	2016-06-30	$5,513,325
Liabilities. Value of operating payables at end of year	2016-06-30	$713,205
Liabilities. Value of operating payables at beginning of year	2016-06-30	$650,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-71,671,664
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$850,802,264
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$922,473,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Assets. partnership/joint venture interests at end of year	2016-06-30	$35,527,398
Assets. partnership/joint venture interests at beginning of year	2016-06-30	$38,888,193
Investment advisory and management fees	2016-06-30	$1,914,549
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$166,416,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$176,174,809
Interest earned on other investments	2016-06-30	$18
Value of interest in common/collective trusts at end of year	2016-06-30	$432,948,508
Value of interest in common/collective trusts at beginning of year	2016-06-30	$460,272,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$-18
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$205,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$205,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$11,324,285
Net investment gain or loss from common/collective trusts	2016-06-30	$-8,391,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$29,107,069
Employer contributions (assets) at end of year	2016-06-30	$23,331,147
Employer contributions (assets) at beginning of year	2016-06-30	$17,327,766
Income. Dividends from common stock	2016-06-30	$4,597,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$98,409,304
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$190,902,914
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$228,445,456
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$1,346,773
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$1,994,569
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$93,796,817
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$94,939,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2016-06-30	593204548
2015 : SHANDS HEALTHCARE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$6,932,410
Total unrealized appreciation/depreciation of assets	2015-06-30	$6,932,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$3,582,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$3,233,559
Total income from all sources (including contributions)	2015-06-30	$53,549,458
Total loss/gain on sale of assets	2015-06-30	$6,720,146
Total of all expenses incurred	2015-06-30	$56,172,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$48,836,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$23,613,766
Value of total assets at end of year	2015-06-30	$926,056,425
Value of total assets at beginning of year	2015-06-30	$928,330,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$7,335,713
Total interest from all sources	2015-06-30	$-48
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$17,244,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$12,775,787
Administrative expenses professional fees incurred	2015-06-30	$926,008
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$4,742,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$4,233,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$937,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$491,118
Other income not declared elsewhere	2015-06-30	$250,324
Administrative expenses (other) incurred	2015-06-30	$4,464,411
Liabilities. Value of operating payables at end of year	2015-06-30	$650,312
Liabilities. Value of operating payables at beginning of year	2015-06-30	$667,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-2,622,795
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$922,473,928
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$925,096,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$38,888,193
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$39,607,074
Investment advisory and management fees	2015-06-30	$1,945,294
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$176,174,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$283,408,186
Value of interest in common/collective trusts at end of year	2015-06-30	$460,272,210
Value of interest in common/collective trusts at beginning of year	2015-06-30	$357,831,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$205,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$86,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$86,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$-48
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-5,333,196
Net investment gain or loss from common/collective trusts	2015-06-30	$4,121,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$23,613,766
Employer contributions (assets) at end of year	2015-06-30	$17,327,766
Employer contributions (assets) at beginning of year	2015-06-30	$18,858,000
Income. Dividends from common stock	2015-06-30	$4,469,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$48,836,540
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$228,445,456
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$224,305,731
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$1,994,569
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$2,075,085
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$90,581,288
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$83,861,142
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2015-06-30	593204548
2014 : SHANDS HEALTHCARE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$34,315,466
Total unrealized appreciation/depreciation of assets	2014-06-30	$34,315,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$3,233,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,951,486
Total income from all sources (including contributions)	2014-06-30	$164,118,291
Total loss/gain on sale of assets	2014-06-30	$9,057,888
Total of all expenses incurred	2014-06-30	$49,210,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$42,898,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$28,407,052
Value of total assets at end of year	2014-06-30	$928,330,282
Value of total assets at beginning of year	2014-06-30	$812,140,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$6,311,678
Total interest from all sources	2014-06-30	$4
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$12,282,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$7,777,047
Administrative expenses professional fees incurred	2014-06-30	$1,016,766
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$4,233,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$3,117,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$491,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$705,603
Other income not declared elsewhere	2014-06-30	$823,949
Administrative expenses (other) incurred	2014-06-30	$3,456,505
Liabilities. Value of operating payables at end of year	2014-06-30	$667,356
Liabilities. Value of operating payables at beginning of year	2014-06-30	$667,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$114,907,979
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$925,096,723
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$810,188,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$39,607,074
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$34,316,192
Investment advisory and management fees	2014-06-30	$1,838,407
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$283,408,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$222,862,560
Value of interest in common/collective trusts at end of year	2014-06-30	$357,831,814
Value of interest in common/collective trusts at beginning of year	2014-06-30	$321,180,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$86,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$202,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$202,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$12,550,234
Net investment gain or loss from common/collective trusts	2014-06-30	$66,681,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$28,407,052
Employer contributions (assets) at end of year	2014-06-30	$18,858,000
Employer contributions (assets) at beginning of year	2014-06-30	$28,647,156
Income. Dividends from common stock	2014-06-30	$4,504,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$42,898,634
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$224,305,731
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$201,813,584
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$2,075,085
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$578,229
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$93,433,855
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$84,375,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2014-06-30	593204548
2013 : SHANDS HEALTHCARE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$22,130,078
Total unrealized appreciation/depreciation of assets	2013-06-30	$22,130,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,951,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,924,751
Total income from all sources (including contributions)	2013-06-30	$150,441,684
Total loss/gain on sale of assets	2013-06-30	$10,360,758
Total of all expenses incurred	2013-06-30	$43,243,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$37,890,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$58,578,653
Value of total assets at end of year	2013-06-30	$812,140,230
Value of total assets at beginning of year	2013-06-30	$704,914,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,352,437
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$11,152,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$6,804,243
Administrative expenses professional fees incurred	2013-06-30	$939,342
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-06-30	$1,092,560
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$3,117,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$3,155,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$705,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$686,283
Other income not declared elsewhere	2013-06-30	$85,962
Administrative expenses (other) incurred	2013-06-30	$2,736,508
Liabilities. Value of operating payables at end of year	2013-06-30	$667,654
Liabilities. Value of operating payables at beginning of year	2013-06-30	$507,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$107,198,649
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$810,188,744
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$702,990,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Assets. partnership/joint venture interests at end of year	2013-06-30	$34,316,192
Assets. partnership/joint venture interests at beginning of year	2013-06-30	$34,655,964
Investment advisory and management fees	2013-06-30	$1,676,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$222,862,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$174,962,839
Value of interest in common/collective trusts at end of year	2013-06-30	$321,180,381
Value of interest in common/collective trusts at beginning of year	2013-06-30	$333,817,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$202,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$375,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$375,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$-6,713,014
Net investment gain or loss from common/collective trusts	2013-06-30	$54,846,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$58,578,653
Employer contributions (assets) at end of year	2013-06-30	$28,647,156
Employer contributions (assets) at beginning of year	2013-06-30	$11,500,000
Income. Dividends from common stock	2013-06-30	$4,348,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$37,890,598
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$201,813,584
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$145,355,265
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$578,229
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$730,785
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$10,360,758
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	JAMES MOORE & COMPANY P.L.
Accountancy firm EIN	2013-06-30	593204548

Form 5500 Responses for SHANDS HEALTHCARE PENSION PLAN

2017: SHANDS HEALTHCARE PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SHANDS HEALTHCARE PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SHANDS HEALTHCARE PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SHANDS HEALTHCARE PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SHANDS HEALTHCARE PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SHANDS HEALTHCARE PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SHANDS HEALTHCARE PENSION PLAN [EIN = 261869631]

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Company Name:	SHANDS TEACHING HOSPITAL AND CLINICS, INC.
Employer identification number (EIN):	591943502
NAIC Classification:	622000
NAIC Description:	Hospitals