SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

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Plan General Information

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is $430,986,450.00.This plan was established in 1997.

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is 9936

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Average Participant Retirement Account Value

In 2014, the average participant retirement account value for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is $43,376.00

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is $4,439.00.

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is approximately $748.00
Investing in this additonal $748.00 for 20 years would give you extra $47,932.00, assuming a 10% annual return.

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Total Employer Contribution and Match Rate

In 2014, SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM allocates $7,441,508.00 to match its employees' contributions, providing an employer match rate of 33.74% of their contributions

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is 4.73%.

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is 7.01%. This measures the effectiveness of the plan participants' investments in the year.

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Expense Ratio

In 2014, the investment and administrative expense ratio of SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM is 0.01%.

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