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MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameMOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN
Plan identification number 003

MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MOTHER FRANCES HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:MOTHER FRANCES HOSPITAL
Employer identification number (EIN):750818167
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01THOMAS A. WILKEN
0032012-01-01THOMAS A. WILKEN
0032011-01-01THOMAS A. WILKEN
0032010-01-01LAURA OWEN
0032009-01-01RANDY PERDUE RANDY PERDUE2010-09-30

Plan Statistics for MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2013: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,879
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,722
Total number of active participants reported on line 7a of the Form 55002012-01-012,839
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-012,879
Total participants2012-01-012,879
2011: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,290
Total number of active participants reported on line 7a of the Form 55002011-01-013,327
Number of other retired or separated participants entitled to future benefits2011-01-01395
Total of all active and inactive participants2011-01-013,722
Total participants2011-01-013,722
Number of participants with account balances2011-01-013,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0196
2010: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,482
Total number of active participants reported on line 7a of the Form 55002010-01-013,146
Number of other retired or separated participants entitled to future benefits2010-01-01144
Total of all active and inactive participants2010-01-013,290
Total participants2010-01-013,290
Number of participants with account balances2010-01-013,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0174
2009: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,377
Total number of active participants reported on line 7a of the Form 55002009-01-013,538
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01866
Total of all active and inactive participants2009-01-014,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,404
Number of participants with account balances2009-01-012,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN

Measure Date Value
2013 : MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total transfer of assets from this plan2013-06-28$65,906,291
Total income from all sources (including contributions)2013-06-28$5,762,422
Total of all expenses incurred2013-06-28$5,018,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-28$4,979,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-28$2,103,779
Value of total assets at end of year2013-06-28$0
Value of total assets at beginning of year2013-06-28$65,162,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-28$39,150
Total interest from all sources2013-06-28$41,612
Total dividends received (eg from common stock, registered investment company shares)2013-06-28$332,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-28$332,710
Was this plan covered by a fidelity bond2013-06-28Yes
Value of fidelity bond cover2013-06-28$1,000,000
If this is an individual account plan, was there a blackout period2013-06-28No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-280
Minimum employer required contribution for this plan year2013-06-28$0
Amount contributed by the employer to the plan for this plan year2013-06-28$0
Were there any nonexempt tranactions with any party-in-interest2013-06-28No
Contributions received from participants2013-06-28$2,051,608
Participant contributions at end of year2013-06-28$0
Participant contributions at beginning of year2013-06-28$1,921,789
Income. Received or receivable in cash from other sources (including rollovers)2013-06-28$52,171
Administrative expenses (other) incurred2013-06-28$39,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-28No
Value of net income/loss2013-06-28$743,902
Value of net assets at end of year (total assets less liabilities)2013-06-28$0
Value of net assets at beginning of year (total assets less liabilities)2013-06-28$65,162,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-28No
Were any leases to which the plan was party in default or uncollectible2013-06-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-28$45,498,817
Interest on participant loans2013-06-28$41,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-28$440,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-28$440,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-28$17,301,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-28$3,284,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-28No
Was there a failure to transmit to the plan any participant contributions2013-06-28No
Has the plan failed to provide any benefit when due under the plan2013-06-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-28$4,979,370
Did the plan have assets held for investment2013-06-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-28Yes
Opinion of an independent qualified public accountant for this plan2013-06-28Disclaimer
Accountancy firm name2013-06-28BKD, LLP
Accountancy firm EIN2013-06-28440160260
2012 : MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$14,008,939
Total of all expenses incurred2012-12-31$4,947,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,833,379
Expenses. Certain deemed distributions of participant loans2012-12-31$32,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,738,404
Value of total assets at end of year2012-12-31$65,162,389
Value of total assets at beginning of year2012-12-31$56,101,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$81,319
Total interest from all sources2012-12-31$82,449
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,102,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,102,539
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,670,631
Participant contributions at end of year2012-12-31$1,921,789
Participant contributions at beginning of year2012-12-31$1,466,395
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,067,773
Administrative expenses (other) incurred2012-12-31$81,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,061,304
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,162,389
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,101,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,498,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,577,074
Interest on participant loans2012-12-31$82,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$440,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,301,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,057,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,085,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,833,379
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$15,106
Total income from all sources (including contributions)2011-12-31$5,303,789
Total of all expenses incurred2011-12-31$4,881,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,636,860
Expenses. Certain deemed distributions of participant loans2011-12-31$170,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,101,839
Value of total assets at end of year2011-12-31$56,101,085
Value of total assets at beginning of year2011-12-31$55,663,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,120
Total interest from all sources2011-12-31$1,215,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,946,900
Participant contributions at end of year2011-12-31$1,466,395
Participant contributions at beginning of year2011-12-31$1,401,036
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$154,939
Administrative expenses (other) incurred2011-12-31$74,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$422,126
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,101,085
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,663,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,577,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,075,868
Interest on participant loans2011-12-31$86,377
Interest earned on other investments2011-12-31$1,129,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,057,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,186,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,013,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,636,860
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$11,864,191
Total of all expenses incurred2010-12-31$4,511,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,420,583
Expenses. Certain deemed distributions of participant loans2010-12-31$28,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,581,962
Value of total assets at end of year2010-12-31$55,663,853
Value of total assets at beginning of year2010-12-31$48,311,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,294
Total interest from all sources2010-12-31$874,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,693,527
Participant contributions at end of year2010-12-31$1,401,036
Participant contributions at beginning of year2010-12-31$1,277,940
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$888,435
Administrative expenses (other) incurred2010-12-31$62,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,352,636
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,663,853
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,311,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,075,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,736,593
Interest on participant loans2010-12-31$82,463
Interest earned on other investments2010-12-31$792,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$370,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$370,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,186,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,926,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,407,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,420,583
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN

2013: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MOTHER FRANCES HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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