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WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameWILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN
Plan identification number 001

WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIS-KNIGHTON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:WILLIS-KNIGHTON MEDICAL CENTER
Employer identification number (EIN):720400933
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01JAMES ELROD
0012015-10-01JAMES ELROD
0012014-10-01JAMES ELROD JAMES ELROD2016-07-14
0012013-10-01JAMES ELROD JAMES ELROD2015-07-14
0012012-10-01JAMES ELROD JAMES ELROD2014-07-14
0012011-10-01ROBERT HUIE ROBERT HUIE2013-07-11
0012010-10-01JAF FIELDER
0012009-10-01JAF FIELDER
0012008-10-01

Plan Statistics for WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-30890,793,418
Acturial value of plan assets2022-09-30890,793,418
Funding target for retired participants and beneficiaries receiving payment2022-09-30166,233,998
Number of terminated vested participants2022-09-302,890
Fundng target for terminated vested participants2022-09-3069,998,611
Active participant vested funding target2022-09-30204,039,669
Number of active participants2022-09-305,661
Total funding liabilities for active participants2022-09-30208,280,248
Total participant count2022-09-3010,037
Total funding target for all participants2022-09-30444,512,857
Balance at beginning of prior year after applicable adjustments2022-09-301,131,239
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-301,131,239
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-3010,910,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-3011,515,159
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-301,382,827
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3018,403,770
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0110,037
Total number of active participants reported on line 7a of the Form 55002021-10-015,676
Number of retired or separated participants receiving benefits2021-10-011,420
Number of other retired or separated participants entitled to future benefits2021-10-013,037
Total of all active and inactive participants2021-10-0110,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-01222
Total participants2021-10-0110,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-01299
Market value of plan assets2021-09-30731,180,388
Acturial value of plan assets2021-09-30731,180,388
Funding target for retired participants and beneficiaries receiving payment2021-09-30151,026,384
Number of terminated vested participants2021-09-302,678
Fundng target for terminated vested participants2021-09-3064,103,825
Active participant vested funding target2021-09-30206,126,443
Number of active participants2021-09-305,844
Total funding liabilities for active participants2021-09-30210,644,041
Total participant count2021-09-309,899
Total funding target for all participants2021-09-30425,774,250
Balance at beginning of prior year after applicable adjustments2021-09-301,015,110
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-301,015,110
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-3055,780,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3058,954,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-301,131,239
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-3011,000,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-3010,910,706
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3017,525,993
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-3010,910,706
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-019,795
Total number of active participants reported on line 7a of the Form 55002020-10-015,661
Number of retired or separated participants receiving benefits2020-10-011,289
Number of other retired or separated participants entitled to future benefits2020-10-012,873
Total of all active and inactive participants2020-10-019,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-01213
Total participants2020-10-0110,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-01351
Market value of plan assets2020-09-30614,723,398
Acturial value of plan assets2020-09-30614,723,398
Funding target for retired participants and beneficiaries receiving payment2020-09-30133,480,624
Number of terminated vested participants2020-09-302,535
Fundng target for terminated vested participants2020-09-3056,604,724
Active participant vested funding target2020-09-30193,345,721
Number of active participants2020-09-305,829
Total funding liabilities for active participants2020-09-30202,273,087
Total participant count2020-09-309,640
Total funding target for all participants2020-09-30392,358,435
Balance at beginning of prior year after applicable adjustments2020-09-30976,067
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-30976,067
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3055,774,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3059,047,966
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-301,015,110
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-3058,000,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3055,780,823
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3016,368,972
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-3055,780,823
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-019,583
Total number of active participants reported on line 7a of the Form 55002019-10-015,767
Number of retired or separated participants receiving benefits2019-10-011,179
Number of other retired or separated participants entitled to future benefits2019-10-012,676
Total of all active and inactive participants2019-10-019,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-01173
Total participants2019-10-019,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-01342
Market value of plan assets2019-09-30546,078,967
Acturial value of plan assets2019-09-30546,078,967
Funding target for retired participants and beneficiaries receiving payment2019-09-30117,655,965
Number of terminated vested participants2019-09-302,384
Fundng target for terminated vested participants2019-09-3051,042,034
Active participant vested funding target2019-09-30177,181,626
Number of active participants2019-09-305,816
Total funding liabilities for active participants2019-09-30186,997,798
Total participant count2019-09-309,359
Total funding target for all participants2019-09-30355,695,797
Balance at beginning of prior year after applicable adjustments2019-09-30874,926
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-30874,926
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3055,729,195
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3059,067,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-30976,067
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-3058,000,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3055,774,030
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3014,514,414
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-3055,774,030
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-019,359
Total number of active participants reported on line 7a of the Form 55002018-10-015,761
Number of retired or separated participants receiving benefits2018-10-011,106
Number of other retired or separated participants entitled to future benefits2018-10-012,531
Total of all active and inactive participants2018-10-019,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01174
Total participants2018-10-019,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-01296
Market value of plan assets2018-09-30445,367,813
Acturial value of plan assets2018-09-30445,367,813
Funding target for retired participants and beneficiaries receiving payment2018-09-3096,946,378
Number of terminated vested participants2018-09-302,213
Fundng target for terminated vested participants2018-09-3044,002,959
Active participant vested funding target2018-09-30160,541,262
Number of active participants2018-09-305,829
Total funding liabilities for active participants2018-09-30168,636,625
Total participant count2018-09-309,053
Total funding target for all participants2018-09-30309,585,962
Balance at beginning of prior year after applicable adjustments2018-09-30777,159
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-30777,159
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3032,098,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3034,078,539
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-30874,926
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-3058,000,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-3055,729,195
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3013,957,738
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-3055,729,195
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-019,053
Total number of active participants reported on line 7a of the Form 55002017-10-015,770
Number of retired or separated participants receiving benefits2017-10-01999
Number of other retired or separated participants entitled to future benefits2017-10-012,380
Total of all active and inactive participants2017-10-019,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-01164
Total participants2017-10-019,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-01322
Market value of plan assets2017-09-30372,694,844
Acturial value of plan assets2017-09-30372,694,844
Funding target for retired participants and beneficiaries receiving payment2017-09-3083,755,718
Number of terminated vested participants2017-09-302,064
Fundng target for terminated vested participants2017-09-3037,716,290
Active participant vested funding target2017-09-30147,946,716
Number of active participants2017-09-305,673
Total funding liabilities for active participants2017-09-30155,632,620
Total participant count2017-09-308,653
Total funding target for all participants2017-09-30277,104,628
Balance at beginning of prior year after applicable adjustments2017-09-30708,311
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-30708,311
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3027,825,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3029,600,840
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-30777,159
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-3033,000,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3032,098,087
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3011,977,933
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-3032,098,087
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-018,653
Total number of active participants reported on line 7a of the Form 55002016-10-015,738
Number of retired or separated participants receiving benefits2016-10-01866
Number of other retired or separated participants entitled to future benefits2016-10-012,209
Total of all active and inactive participants2016-10-018,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01149
Total participants2016-10-018,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-01351
2015: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-018,176
Total number of active participants reported on line 7a of the Form 55002015-10-015,581
Number of retired or separated participants receiving benefits2015-10-01782
Number of other retired or separated participants entitled to future benefits2015-10-012,063
Total of all active and inactive participants2015-10-018,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-01135
Total participants2015-10-018,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-01311
2014: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-017,864
Total number of active participants reported on line 7a of the Form 55002014-10-015,284
Number of retired or separated participants receiving benefits2014-10-01701
Number of other retired or separated participants entitled to future benefits2014-10-011,988
Total of all active and inactive participants2014-10-017,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-01139
Total participants2014-10-018,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-01284
2013: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-017,570
Total number of active participants reported on line 7a of the Form 55002013-10-015,178
Number of retired or separated participants receiving benefits2013-10-01638
Number of other retired or separated participants entitled to future benefits2013-10-011,853
Total of all active and inactive participants2013-10-017,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-01126
Total participants2013-10-017,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-01286
2012: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-017,166
Total number of active participants reported on line 7a of the Form 55002012-10-015,112
Number of retired or separated participants receiving benefits2012-10-01556
Number of other retired or separated participants entitled to future benefits2012-10-011,719
Total of all active and inactive participants2012-10-017,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-01108
Total participants2012-10-017,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-01235
2011: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-016,896
Total number of active participants reported on line 7a of the Form 55002011-10-014,883
Number of retired or separated participants receiving benefits2011-10-01487
Number of other retired or separated participants entitled to future benefits2011-10-011,615
Total of all active and inactive participants2011-10-016,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0199
Total participants2011-10-017,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-01283
2010: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-016,629
Total number of active participants reported on line 7a of the Form 55002010-10-014,846
Number of retired or separated participants receiving benefits2010-10-01435
Number of other retired or separated participants entitled to future benefits2010-10-011,494
Total of all active and inactive participants2010-10-016,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-0195
Total participants2010-10-016,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-01296
2009: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-016,301
Total number of active participants reported on line 7a of the Form 55002009-10-014,705
Number of retired or separated participants receiving benefits2009-10-01414
Number of other retired or separated participants entitled to future benefits2009-10-011,379
Total of all active and inactive participants2009-10-016,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0185
Total participants2009-10-016,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-01316

Financial Data on WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-18,153,613
Total unrealized appreciation/depreciation of assets2022-09-30$-18,153,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-138,707,904
Total loss/gain on sale of assets2022-09-30$-576,819
Total of all expenses incurred2022-09-30$16,217,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$16,217,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$735,868,224
Value of total assets at beginning of year2022-09-30$890,793,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$0
Total interest from all sources2022-09-30$1,485,538
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$9,491,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$9,491,522
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$358,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$392,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-154,925,193
Value of net assets at end of year (total assets less liabilities)2022-09-30$735,868,224
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$890,793,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$549,391,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$665,845,653
Income. Interest from US Government securities2022-09-30$1,431,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$9,514,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$15,789,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$15,789,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$54,011
Asset value of US Government securities at end of year2022-09-30$176,603,984
Asset value of US Government securities at beginning of year2022-09-30$208,262,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-130,954,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$16,217,289
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$502,625
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$36,138,126
Aggregate carrying amount (costs) on sale of assets2022-09-30$36,714,945
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30POSTLETHWAITE @ NETTERVILLE
Accountancy firm EIN2022-09-30721202445
2021 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-1,676,077
Total unrealized appreciation/depreciation of assets2021-09-30$-1,676,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$1,000,000
Total income from all sources (including contributions)2021-09-30$174,118,214
Total loss/gain on sale of assets2021-09-30$-70,393
Total of all expenses incurred2021-09-30$14,505,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$14,505,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$11,000,000
Value of total assets at end of year2021-09-30$890,793,417
Value of total assets at beginning of year2021-09-30$732,180,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$0
Total interest from all sources2021-09-30$1,673,515
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$8,604,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$8,604,171
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$392,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$539,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$1,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$159,613,029
Value of net assets at end of year (total assets less liabilities)2021-09-30$890,793,417
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$731,180,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$665,845,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$507,411,896
Income. Interest from US Government securities2021-09-30$1,666,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$15,789,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$45,359,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$45,359,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$6,952
Asset value of US Government securities at end of year2021-09-30$208,262,846
Asset value of US Government securities at beginning of year2021-09-30$178,868,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$154,586,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$14,505,185
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$502,625
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$89,044,461
Aggregate carrying amount (costs) on sale of assets2021-09-30$89,114,854
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30POSTLETHWAITE @ NETTERVILLE
Accountancy firm EIN2021-09-30721202445
2020 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$555,786
Total unrealized appreciation/depreciation of assets2020-09-30$555,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$1,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$12,000,000
Total income from all sources (including contributions)2020-09-30$129,539,510
Total loss/gain on sale of assets2020-09-30$108,647
Total of all expenses incurred2020-09-30$13,082,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$13,082,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$58,000,000
Value of total assets at end of year2020-09-30$732,180,388
Value of total assets at beginning of year2020-09-30$626,723,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$0
Total interest from all sources2020-09-30$3,024,156
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$8,395,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$8,395,213
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$539,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$843,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$1,000,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$12,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$116,456,990
Value of net assets at end of year (total assets less liabilities)2020-09-30$731,180,388
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$614,723,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$507,411,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$416,260,975
Income. Interest from US Government securities2020-09-30$2,887,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$45,359,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$42,133,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$42,133,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$136,816
Asset value of US Government securities at end of year2020-09-30$178,868,755
Asset value of US Government securities at beginning of year2020-09-30$167,485,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$59,455,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$58,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$13,082,520
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$263,787,750
Aggregate carrying amount (costs) on sale of assets2020-09-30$263,679,103
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30POSTLETHWAITE @ NETTERVILLE
Accountancy firm EIN2020-09-30721202445
2019 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$3,099,360
Total unrealized appreciation/depreciation of assets2019-09-30$3,099,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$12,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$5,985,910
Total income from all sources (including contributions)2019-09-30$80,344,811
Total loss/gain on sale of assets2019-09-30$811,810
Total of all expenses incurred2019-09-30$11,700,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$11,700,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$58,000,000
Value of total assets at end of year2019-09-30$626,723,398
Value of total assets at beginning of year2019-09-30$552,064,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$0
Total interest from all sources2019-09-30$3,678,020
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$8,937,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$8,937,444
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$843,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$862,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$12,000,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$5,985,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$68,644,431
Value of net assets at end of year (total assets less liabilities)2019-09-30$614,723,398
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$546,078,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$416,260,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$364,557,675
Income. Interest from US Government securities2019-09-30$3,464,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$42,133,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$24,468,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$24,468,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$213,709
Asset value of US Government securities at end of year2019-09-30$167,485,417
Asset value of US Government securities at beginning of year2019-09-30$162,176,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$5,818,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$58,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$11,700,380
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$100,500,000
Aggregate carrying amount (costs) on sale of assets2019-09-30$99,688,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30POSTLETHWAITE @ NETTERVILLE
Accountancy firm EIN2019-09-30721202445
2018 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-2,738,004
Total unrealized appreciation/depreciation of assets2018-09-30$-2,738,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$5,985,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$2,000,000
Total income from all sources (including contributions)2018-09-30$110,962,145
Total loss/gain on sale of assets2018-09-30$39,170
Total of all expenses incurred2018-09-30$10,250,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$10,250,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$58,000,000
Value of total assets at end of year2018-09-30$552,064,877
Value of total assets at beginning of year2018-09-30$447,367,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$2,500,898
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$4,489,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$4,489,334
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$862,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$420,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$5,985,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$2,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$100,711,154
Value of net assets at end of year (total assets less liabilities)2018-09-30$546,078,967
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$445,367,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$364,557,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$311,397,594
Income. Interest from US Government securities2018-09-30$2,446,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$24,468,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$4,586,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$4,586,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$53,951
Asset value of US Government securities at end of year2018-09-30$162,176,319
Asset value of US Government securities at beginning of year2018-09-30$130,963,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$48,670,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$58,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$10,250,991
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$23,000,000
Aggregate carrying amount (costs) on sale of assets2018-09-30$22,960,830
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-09-30721202445
2017 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$-1,128,368
Total unrealized appreciation/depreciation of assets2017-09-30$-1,128,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$2,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$3,000,000
Total income from all sources (including contributions)2017-09-30$81,543,648
Total loss/gain on sale of assets2017-09-30$-38,538
Total of all expenses incurred2017-09-30$8,870,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$8,870,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$33,000,000
Value of total assets at end of year2017-09-30$447,367,813
Value of total assets at beginning of year2017-09-30$375,694,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$1,483,529
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$5,671,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$5,671,859
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$420,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$211,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$2,000,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$3,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$72,672,969
Value of net assets at end of year (total assets less liabilities)2017-09-30$445,367,813
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$372,694,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$311,397,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$247,970,569
Income. Interest from US Government securities2017-09-30$1,441,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$4,586,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$22,751,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$22,751,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$41,820
Asset value of US Government securities at end of year2017-09-30$130,963,063
Asset value of US Government securities at beginning of year2017-09-30$104,761,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$42,555,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$33,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$8,870,679
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$44,617,233
Aggregate carrying amount (costs) on sale of assets2017-09-30$44,655,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-09-30721202445
2016 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$119,476
Total unrealized appreciation/depreciation of assets2016-09-30$119,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$3,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$60,763,266
Total loss/gain on sale of assets2016-09-30$-39,593
Total of all expenses incurred2016-09-30$7,803,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$7,803,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$28,750,000
Value of total assets at end of year2016-09-30$375,694,844
Value of total assets at beginning of year2016-09-30$319,735,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$0
Total interest from all sources2016-09-30$937,105
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$4,451,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$4,451,871
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$211,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$208,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$3,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$52,959,598
Value of net assets at end of year (total assets less liabilities)2016-09-30$372,694,844
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$319,735,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$247,970,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$196,695,324
Income. Interest from US Government securities2016-09-30$891,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$22,751,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$19,517,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$19,517,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$45,974
Asset value of US Government securities at end of year2016-09-30$104,761,041
Asset value of US Government securities at beginning of year2016-09-30$103,314,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$26,544,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$28,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$7,803,668
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$62,263,007
Aggregate carrying amount (costs) on sale of assets2016-09-30$62,302,600
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-09-30721202445
2015 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$1,084,014
Total unrealized appreciation/depreciation of assets2015-09-30$1,084,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$22,033,309
Total loss/gain on sale of assets2015-09-30$7,564
Total of all expenses incurred2015-09-30$6,565,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$6,565,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$21,400,000
Value of total assets at end of year2015-09-30$319,735,246
Value of total assets at beginning of year2015-09-30$304,267,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$912,295
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$4,005,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$4,005,247
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$208,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$202,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$15,467,479
Value of net assets at end of year (total assets less liabilities)2015-09-30$319,735,246
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$304,267,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$196,695,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$192,565,889
Income. Interest from US Government securities2015-09-30$911,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$19,517,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$9,938,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$9,938,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$819
Asset value of US Government securities at end of year2015-09-30$103,314,189
Asset value of US Government securities at beginning of year2015-09-30$101,561,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-5,375,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$21,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$6,565,830
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$24,371,444
Aggregate carrying amount (costs) on sale of assets2015-09-30$24,363,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-09-30721202445
2014 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$61,108
Total unrealized appreciation/depreciation of assets2014-09-30$61,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$52,372,672
Total loss/gain on sale of assets2014-09-30$-27,899
Total of all expenses incurred2014-09-30$5,781,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$5,781,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$24,900,000
Value of total assets at end of year2014-09-30$304,267,767
Value of total assets at beginning of year2014-09-30$257,676,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$980,023
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$3,173,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$3,173,928
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$202,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$227,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$46,591,483
Value of net assets at end of year (total assets less liabilities)2014-09-30$304,267,767
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$257,676,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$192,565,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$136,106,448
Income. Interest from US Government securities2014-09-30$979,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$9,938,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$8,161,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$8,161,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$517
Asset value of US Government securities at end of year2014-09-30$101,561,437
Asset value of US Government securities at beginning of year2014-09-30$105,980,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$23,285,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$24,900,000
Employer contributions (assets) at beginning of year2014-09-30$7,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$5,781,189
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$30,012,556
Aggregate carrying amount (costs) on sale of assets2014-09-30$30,040,455
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2014-09-30721202445
2013 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-1,687,680
Total unrealized appreciation/depreciation of assets2013-09-30$-1,687,680
Total transfer of assets to this plan2013-09-30$57,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$3,500,000
Total income from all sources (including contributions)2013-09-30$42,920,674
Total loss/gain on sale of assets2013-09-30$-217,716
Total of all expenses incurred2013-09-30$4,974,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$4,974,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$23,000,000
Value of total assets at end of year2013-09-30$257,676,284
Value of total assets at beginning of year2013-09-30$223,173,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$1,193,451
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$2,372,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$2,372,778
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$227,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$350,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$3,500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$37,945,685
Value of net assets at end of year (total assets less liabilities)2013-09-30$257,676,284
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$219,673,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$136,106,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$76,973,830
Income. Interest from US Government securities2013-09-30$1,192,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$8,161,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$15,205,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$15,205,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$952
Asset value of US Government securities at end of year2013-09-30$105,980,796
Asset value of US Government securities at beginning of year2013-09-30$117,042,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$18,259,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$23,000,000
Employer contributions (assets) at end of year2013-09-30$7,200,000
Employer contributions (assets) at beginning of year2013-09-30$13,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$4,974,989
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$57,939,500
Aggregate carrying amount (costs) on sale of assets2013-09-30$58,157,216
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2013-09-30721202445
2012 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$-330,613
Total unrealized appreciation/depreciation of assets2012-09-30$-330,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$3,500,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$2,000,000
Total income from all sources (including contributions)2012-09-30$58,709,538
Total loss/gain on sale of assets2012-09-30$-394,514
Total of all expenses incurred2012-09-30$4,247,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$4,247,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$42,000,000
Value of total assets at end of year2012-09-30$223,173,373
Value of total assets at beginning of year2012-09-30$167,210,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$1,700,617
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,296,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,296,185
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$350,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$430,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$3,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$2,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$54,462,440
Value of net assets at end of year (total assets less liabilities)2012-09-30$219,673,373
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$165,210,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$76,973,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$50,739,782
Income. Interest from US Government securities2012-09-30$1,699,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$15,205,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$16,370,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$16,370,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$1,205
Asset value of US Government securities at end of year2012-09-30$117,042,672
Asset value of US Government securities at beginning of year2012-09-30$82,670,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$14,437,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$42,000,000
Employer contributions (assets) at end of year2012-09-30$13,600,000
Employer contributions (assets) at beginning of year2012-09-30$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$4,247,098
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$77,118,922
Aggregate carrying amount (costs) on sale of assets2012-09-30$77,513,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2012-09-30721202445
2011 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-833,442
Total unrealized appreciation/depreciation of assets2011-09-30$-833,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$2,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$18,332,947
Total loss/gain on sale of assets2011-09-30$-442,068
Total of all expenses incurred2011-09-30$3,797,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$3,797,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$17,000,000
Value of total assets at end of year2011-09-30$167,210,933
Value of total assets at beginning of year2011-09-30$150,675,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$2,184,879
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,066,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$1,066,696
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$430,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$549,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$2,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$14,535,600
Value of net assets at end of year (total assets less liabilities)2011-09-30$165,210,933
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$150,675,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$50,739,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$50,316,204
Income. Interest from US Government securities2011-09-30$2,184,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$16,370,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$3,265,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$3,265,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$798
Asset value of US Government securities at end of year2011-09-30$82,670,722
Asset value of US Government securities at beginning of year2011-09-30$81,557,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-643,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$17,000,000
Employer contributions (assets) at end of year2011-09-30$17,000,000
Employer contributions (assets) at beginning of year2011-09-30$14,986,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$3,797,347
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$62,075,000
Aggregate carrying amount (costs) on sale of assets2011-09-30$62,517,068
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2011-09-30721202445
2010 : WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN

2021: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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