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PEACEHEALTH SWHS FROZEN DB PENSION PLAN 401k Plan overview

Plan NamePEACEHEALTH SWHS FROZEN DB PENSION PLAN
Plan identification number 001

PEACEHEALTH SWHS FROZEN DB PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 NETWORKS has sponsored the creation of one or more 401k plans.

Company Name:PEACEHEALTH NETWORKS
Employer identification number (EIN):911230425
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about PEACEHEALTH NETWORKS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-06-10
Company Identification Number: 600613417
Legal Registered Office Address: 700 WASHINGTON ST STE 701

VANCOUVER
United States of America (USA)
986603338

More information about PEACEHEALTH NETWORKS

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01GEORGE HUBEL
0012014-01-01GEORGE HUBEL
0012013-01-01CHRISTINE FULLERTON
0012012-01-01CHRISTINE FULLERTON
0012011-01-01CHRISTINE FULLERTON
0012009-01-01CHRISTINE FULLERTON

Plan Statistics for PEACEHEALTH SWHS FROZEN DB PENSION PLAN

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

Measure Date Value
2015: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,695
Total number of active participants reported on line 7a of the Form 55002015-01-011,773
Number of retired or separated participants receiving benefits2015-01-011,177
Number of other retired or separated participants entitled to future benefits2015-01-011,276
Total of all active and inactive participants2015-01-014,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0161
Total participants2015-01-014,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,761
Total number of active participants reported on line 7a of the Form 55002014-01-012,007
Number of retired or separated participants receiving benefits2014-01-011,091
Number of other retired or separated participants entitled to future benefits2014-01-011,541
Total of all active and inactive participants2014-01-014,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0156
Total participants2014-01-014,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,772
Total number of active participants reported on line 7a of the Form 55002013-01-012,209
Number of retired or separated participants receiving benefits2013-01-011,019
Number of other retired or separated participants entitled to future benefits2013-01-011,487
Total of all active and inactive participants2013-01-014,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0146
Total participants2013-01-014,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,856
Total number of active participants reported on line 7a of the Form 55002012-01-012,525
Number of retired or separated participants receiving benefits2012-01-01957
Number of other retired or separated participants entitled to future benefits2012-01-011,249
Total of all active and inactive participants2012-01-014,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0141
Total participants2012-01-014,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0164
2011: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,008
Total number of active participants reported on line 7a of the Form 55002011-01-012,802
Number of retired or separated participants receiving benefits2011-01-01876
Number of other retired or separated participants entitled to future benefits2011-01-011,144
Total of all active and inactive participants2011-01-014,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-014,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01110
2009: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,537
Total number of active participants reported on line 7a of the Form 55002009-01-013,322
Number of retired or separated participants receiving benefits2009-01-01731
Number of other retired or separated participants entitled to future benefits2009-01-011,057
Total of all active and inactive participants2009-01-015,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0136
Total participants2009-01-015,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0193

Financial Data on PEACEHEALTH SWHS FROZEN DB PENSION PLAN

Measure Date Value
2015 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,253,578
Total of all expenses incurred2015-12-31$11,912,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,479,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,700,000
Value of total assets at end of year2015-12-31$169,864,282
Value of total assets at beginning of year2015-12-31$175,522,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,433,143
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,643,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,643,618
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,270,694
Other income not declared elsewhere2015-12-31$260,041
Administrative expenses (other) incurred2015-12-31$1,358,143
Total non interest bearing cash at end of year2015-12-31$6,161,420
Total non interest bearing cash at beginning of year2015-12-31$4,690,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,658,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$169,864,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$175,522,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,987,541
Assets. partnership/joint venture interests at beginning of year2015-12-31$15,534,032
Investment advisory and management fees2015-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$153,015,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$139,838,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,350,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,700,000
Employer contributions (assets) at end of year2015-12-31$8,700,000
Employer contributions (assets) at beginning of year2015-12-31$7,189,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,479,035
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$16,002,402
Total of all expenses incurred2014-12-31$7,126,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,081,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,758,104
Value of total assets at end of year2014-12-31$175,522,882
Value of total assets at beginning of year2014-12-31$166,647,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,045,566
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,530,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,530,894
Administrative expenses professional fees incurred2014-12-31$183,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,270,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,905,585
Other income not declared elsewhere2014-12-31$1,497,373
Administrative expenses (other) incurred2014-12-31$862,566
Total non interest bearing cash at end of year2014-12-31$4,690,483
Total non interest bearing cash at beginning of year2014-12-31$134,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,875,821
Value of net assets at end of year (total assets less liabilities)2014-12-31$175,522,882
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$166,647,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$15,534,032
Assets. partnership/joint venture interests at beginning of year2014-12-31$56,276,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$139,838,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$95,487,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,216,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,758,104
Employer contributions (assets) at end of year2014-12-31$7,189,240
Employer contributions (assets) at beginning of year2014-12-31$10,842,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,081,015
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,287,753
Total unrealized appreciation/depreciation of assets2013-12-31$3,287,753
Total income from all sources (including contributions)2013-12-31$28,734,880
Total of all expenses incurred2013-12-31$6,421,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,540,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,695,341
Value of total assets at end of year2013-12-31$166,647,061
Value of total assets at beginning of year2013-12-31$144,333,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$881,065
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,885,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,885,860
Administrative expenses professional fees incurred2013-12-31$184,636
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$3,905,585
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,905,585
Other income not declared elsewhere2013-12-31$5,635,574
Administrative expenses (other) incurred2013-12-31$602,679
Total non interest bearing cash at end of year2013-12-31$134,536
Total non interest bearing cash at beginning of year2013-12-31$344,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,313,485
Value of net assets at end of year (total assets less liabilities)2013-12-31$166,647,061
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$144,333,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$56,276,932
Assets. partnership/joint venture interests at beginning of year2013-12-31$62,576,756
Investment advisory and management fees2013-12-31$93,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$95,487,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,095,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,230,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,695,341
Employer contributions (assets) at end of year2013-12-31$10,842,755
Employer contributions (assets) at beginning of year2013-12-31$3,317,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,540,330
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,051,541
Total unrealized appreciation/depreciation of assets2012-12-31$9,051,541
Total income from all sources (including contributions)2012-12-31$21,158,545
Total loss/gain on sale of assets2012-12-31$-9,060,950
Total of all expenses incurred2012-12-31$5,298,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,511,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,619,104
Value of total assets at end of year2012-12-31$144,333,576
Value of total assets at beginning of year2012-12-31$128,473,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$787,106
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,245,548
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$1,245,548
Administrative expenses professional fees incurred2012-12-31$182,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17,622,701
Other income not declared elsewhere2012-12-31$2,783,772
Administrative expenses (other) incurred2012-12-31$516,356
Total non interest bearing cash at end of year2012-12-31$344,042
Total non interest bearing cash at beginning of year2012-12-31$0
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$15,860,040
Value of net assets at end of year (total assets less liabilities)2012-12-31$144,333,576
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$128,473,536
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
Assets. partnership/joint venture interests at end of year2012-12-31$62,576,756
Assets. partnership/joint venture interests at beginning of year2012-12-31$50,822,327
Investment advisory and management fees2012-12-31$88,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,095,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,294,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,514,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,514,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,519,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$5,619,104
Employer contributions (assets) at end of year2012-12-31$3,317,000
Employer contributions (assets) at beginning of year2012-12-31$9,219,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,511,399
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
Aggregate proceeds on sale of assets2012-12-31$3,366,099
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,427,049
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,382,481
Total of all expenses incurred2011-12-31$4,661,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,039,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,171,637
Value of total assets at end of year2011-12-31$128,473,536
Value of total assets at beginning of year2011-12-31$124,753,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$622,789
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,028,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,028,334
Administrative expenses professional fees incurred2011-12-31$191,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17,622,701
Other income not declared elsewhere2011-12-31$-1,987,647
Administrative expenses (other) incurred2011-12-31$346,289
Total non interest bearing cash at beginning of year2011-12-31$0
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$3,720,486
Value of net assets at end of year (total assets less liabilities)2011-12-31$128,473,536
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,753,050
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
Assets. partnership/joint venture interests at end of year2011-12-31$50,822,327
Assets. partnership/joint venture interests at beginning of year2011-12-31$52,893,054
Investment advisory and management fees2011-12-31$85,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,294,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,050,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,514,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,829,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$13,171,637
Employer contributions (assets) at end of year2011-12-31$9,219,375
Employer contributions (assets) at beginning of year2011-12-31$7,809,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,039,206
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,447,801
Total of all expenses incurred2010-12-31$3,865,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,410,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,238,940
Value of total assets at end of year2010-12-31$124,753,050
Value of total assets at beginning of year2010-12-31$104,171,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$455,259
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,163,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,163,769
Administrative expenses professional fees incurred2010-12-31$181,098
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$3,534,653
Administrative expenses (other) incurred2010-12-31$191,661
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,000,026
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$20,581,936
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,753,050
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$104,171,114
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
Assets. partnership/joint venture interests at end of year2010-12-31$52,893,054
Assets. partnership/joint venture interests at beginning of year2010-12-31$43,964,244
Investment advisory and management fees2010-12-31$82,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,050,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$53,066,030
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,510,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,238,940
Employer contributions (assets) at end of year2010-12-31$7,809,735
Employer contributions (assets) at beginning of year2010-12-31$2,140,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,410,606
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 name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : PEACEHEALTH SWHS FROZEN DB PENSION 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 PEACEHEALTH SWHS FROZEN DB PENSION PLAN

2015: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEACEHEALTH SWHS FROZEN DB PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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