401k Plan data: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II plan

PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 401k Plan overview

Plan Name	PEACEHEALTH SWHS FROZEN DB PENSION PLAN II
Plan identification number	005

PEACEHEALTH SWHS FROZEN DB PENSION PLAN II Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEACEHEALTH, REWARDS has sponsored the creation of one or more 401k plans.

Company Name: PEACEHEALTH, REWARDS

Employer identification number (EIN): 910939479

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACEHEALTH SWHS FROZEN DB PENSION PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 ANGELA KOMIN 2023-02-15
005 2021-01-01 ANGELA KOMN 2022-10-14
005 2021-01-01 ANGELA KOMN 2022-10-14
005 2020-01-01
005 2020-01-01
005 2019-01-01
005 2017-01-01 SALLY HILL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2022-01-01	ANGELA KOMIN	2023-02-15
005	2021-01-01	ANGELA KOMN	2022-10-14
005	2021-01-01	ANGELA KOMN	2022-10-14
005	2020-01-01
005	2020-01-01
005	2019-01-01
005	2017-01-01	SALLY HILL

Plan Statistics for PEACEHEALTH SWHS FROZEN DB PENSION PLAN II

401k plan membership statisitcs for PEACEHEALTH SWHS FROZEN DB PENSION PLAN II

Measure Date Value
2020: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,292
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 612
Number of retired or separated participants receiving benefits 2020-01-01 1,094
Number of other retired or separated participants entitled to future benefits 2020-01-01 294
Total of all active and inactive participants 2020-01-01 2,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 79
Total participants 2020-01-01 2,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,328
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 687
Number of retired or separated participants receiving benefits 2019-01-01 1,076
Number of other retired or separated participants entitled to future benefits 2019-01-01 455
Total of all active and inactive participants 2019-01-01 2,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 74
Total participants 2019-01-01 2,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2018 401k membership
Market value of plan assets 2018-12-31 78,357,559
Acturial value of plan assets 2018-12-31 72,997,132
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 38,096,989
Number of terminated vested participants 2018-12-31 496
Fundng target for terminated vested participants 2018-12-31 11,342,539
Active participant vested funding target 2018-12-31 9,982,451
Number of active participants 2018-12-31 763
Total funding liabilities for active participants 2018-12-31 10,006,199
Total participant count 2018-12-31 2,361
Total funding target for all participants 2018-12-31 59,445,727
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 11,931,796
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 11,931,796
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 14,173,780
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 390,000
Net shortfall amortization installment of oustanding balance 2018-12-31 622,375
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 491,603
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 491,603
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2017 401k membership
Market value of plan assets 2017-12-31 72,756,132
Acturial value of plan assets 2017-12-31 72,756,132
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 36,396,670
Number of terminated vested participants 2017-12-31 743
Fundng target for terminated vested participants 2017-12-31 12,893,925
Active participant vested funding target 2017-12-31 10,950,368
Number of active participants 2017-12-31 882
Total funding liabilities for active participants 2017-12-31 10,976,413
Total participant count 2017-12-31 2,681
Total funding target for all participants 2017-12-31 60,267,008
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 11,931,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 11,931,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 11,931,796
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 11,931,796
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 440,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 2,681
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 763
Number of retired or separated participants receiving benefits 2017-01-01 1,036
Number of other retired or separated participants entitled to future benefits 2017-01-01 494
Total of all active and inactive participants 2017-01-01 2,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 68
Total participants 2017-01-01 2,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4

Measure	Date	Value
2020: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,292
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	612
Number of retired or separated participants receiving benefits	2020-01-01	1,094
Number of other retired or separated participants entitled to future benefits	2020-01-01	294
Total of all active and inactive participants	2020-01-01	2,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	79
Total participants	2020-01-01	2,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,328
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	687
Number of retired or separated participants receiving benefits	2019-01-01	1,076
Number of other retired or separated participants entitled to future benefits	2019-01-01	455
Total of all active and inactive participants	2019-01-01	2,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	74
Total participants	2019-01-01	2,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2018 401k membership
Market value of plan assets	2018-12-31	78,357,559
Acturial value of plan assets	2018-12-31	72,997,132
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	38,096,989
Number of terminated vested participants	2018-12-31	496
Fundng target for terminated vested participants	2018-12-31	11,342,539
Active participant vested funding target	2018-12-31	9,982,451
Number of active participants	2018-12-31	763
Total funding liabilities for active participants	2018-12-31	10,006,199
Total participant count	2018-12-31	2,361
Total funding target for all participants	2018-12-31	59,445,727
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	11,931,796
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	11,931,796
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	14,173,780
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	390,000
Net shortfall amortization installment of oustanding balance	2018-12-31	622,375
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	491,603
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	491,603
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2017 401k membership
Market value of plan assets	2017-12-31	72,756,132
Acturial value of plan assets	2017-12-31	72,756,132
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	36,396,670
Number of terminated vested participants	2017-12-31	743
Fundng target for terminated vested participants	2017-12-31	12,893,925
Active participant vested funding target	2017-12-31	10,950,368
Number of active participants	2017-12-31	882
Total funding liabilities for active participants	2017-12-31	10,976,413
Total participant count	2017-12-31	2,681
Total funding target for all participants	2017-12-31	60,267,008
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	11,931,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	11,931,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	11,931,796
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	11,931,796
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	440,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	2,681
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	763
Number of retired or separated participants receiving benefits	2017-01-01	1,036
Number of other retired or separated participants entitled to future benefits	2017-01-01	494
Total of all active and inactive participants	2017-01-01	2,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	68
Total participants	2017-01-01	2,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4

Financial Data on PEACEHEALTH SWHS FROZEN DB PENSION PLAN II

Measure	Date	Value
2020 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$28,868
Total income from all sources (including contributions)	2020-12-31	$11,335,081
Total of all expenses incurred	2020-12-31	$91,704,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$90,704,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,656,095
Value of total assets at end of year	2020-12-31	$2,471
Value of total assets at beginning of year	2020-12-31	$80,400,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$999,500
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,898,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,898,283
Administrative expenses professional fees incurred	2020-12-31	$96,529
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$532,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-80,369,333
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,471
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$80,400,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$370,520
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$80,400,672
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$79,695,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,780,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,656,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,008,993
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG, LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$13,721,292
Total of all expenses incurred	2019-12-31	$5,016,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,094,596
Value of total assets at end of year	2019-12-31	$80,400,672
Value of total assets at beginning of year	2019-12-31	$71,695,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$921,585
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,201,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,201,836
Administrative expenses professional fees incurred	2019-12-31	$60,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$396,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,705,111
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$80,400,672
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$71,695,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$465,165
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$80,400,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$71,695,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,519,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,094,596
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG, LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-2,208,107
Total of all expenses incurred	2018-12-31	$4,453,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,012,301
Value of total assets at end of year	2018-12-31	$71,695,561
Value of total assets at beginning of year	2018-12-31	$78,357,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$441,590
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,048,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,048,158
Administrative expenses professional fees incurred	2018-12-31	$65,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$20,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$376,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,661,998
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$71,695,561
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$78,357,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$71,695,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$78,357,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,256,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,012,301
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$77,521,279
Total income from all sources (including contributions)	2017-12-31	$7,681,743
Total of all expenses incurred	2017-12-31	$6,845,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,409,981
Value of total assets at end of year	2017-12-31	$78,357,559
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$435,482
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,433,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,433,962
Administrative expenses professional fees incurred	2017-12-31	$10,392
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$425,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$836,280
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$78,357,559
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$78,357,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,247,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,409,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207

Form 5500 Responses for PEACEHEALTH SWHS FROZEN DB PENSION PLAN II

2020: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PEACEHEALTH SWHS FROZEN DB PENSION PLAN II 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PEACEHEALTH SWHS FROZEN DB PENSION PLAN [EIN = 911230425]

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Company Name:	PEACEHEALTH, REWARDS
Employer identification number (EIN):	910939479
NAIC Classification:	622000
NAIC Description:	Hospitals