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SCOTT & WHITE RETIREMENT PLAN 401k Plan overview

Plan NameSCOTT & WHITE RETIREMENT PLAN
Plan identification number 002

SCOTT & WHITE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCOTT & WHITE HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:SCOTT & WHITE HEALTHCARE
Employer identification number (EIN):264532547
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SCOTT & WHITE HEALTHCARE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-02-25
Company Identification Number: 0801090771
Legal Registered Office Address: 301 N WASHINGTON AVE

DALLAS
United States of America (USA)
75246

More information about SCOTT & WHITE HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT & WHITE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01BRAD WEATHERLY
0022015-01-01BRAD WEATHERLY
0022014-01-01DONNA WALLACE-STRUNG DONNA WALLACE-STRUNG2016-01-05
0022013-01-01KIM COOLEY
0022012-01-01MARC HALLEE

Plan Statistics for SCOTT & WHITE RETIREMENT PLAN

401k plan membership statisitcs for SCOTT & WHITE RETIREMENT PLAN

Measure Date Value
2016: SCOTT & WHITE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117,675
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: SCOTT & WHITE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,492
Total number of active participants reported on line 7a of the Form 55002015-01-0114,063
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,596
Total of all active and inactive participants2015-01-0117,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-0117,675
Number of participants with account balances2015-01-0116,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,146
2014: SCOTT & WHITE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115,219
Total number of active participants reported on line 7a of the Form 55002014-01-0115,138
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-013,344
Total of all active and inactive participants2014-01-0118,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-0118,492
Number of participants with account balances2014-01-0115,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01810
2013: SCOTT & WHITE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,559
Total number of active participants reported on line 7a of the Form 55002013-01-0112,728
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-012,478
Total of all active and inactive participants2013-01-0115,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0115,219
Number of participants with account balances2013-01-0112,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01575
2012: SCOTT & WHITE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,066
Total number of active participants reported on line 7a of the Form 55002012-01-0110,027
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-012,513
Total of all active and inactive participants2012-01-0112,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0112,559
Number of participants with account balances2012-01-0112,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01610

Financial Data on SCOTT & WHITE RETIREMENT PLAN

Measure Date Value
2016 : SCOTT & WHITE RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-07-29$961
Total transfer of assets from this plan2016-07-29$898,916,899
Total income from all sources (including contributions)2016-07-29$93,405,979
Total of all expenses incurred2016-07-29$55,141,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-29$55,057,060
Expenses. Certain deemed distributions of participant loans2016-07-29$-209,048
Value of total corrective distributions2016-07-29$6,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-29$45,064,072
Value of total assets at end of year2016-07-29$0
Value of total assets at beginning of year2016-07-29$860,651,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-29$287,159
Total interest from all sources2016-07-29$462,122
Total dividends received (eg from common stock, registered investment company shares)2016-07-29$2,365,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-07-29$0
Total dividends received from registered investment company shares (eg mutual funds)2016-07-29$2,365,741
Was this plan covered by a fidelity bond2016-07-29Yes
Value of fidelity bond cover2016-07-29$500,000
If this is an individual account plan, was there a blackout period2016-07-29No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-07-290
Minimum employer required contribution for this plan year2016-07-29$0
Amount contributed by the employer to the plan for this plan year2016-07-29$0
Were there any nonexempt tranactions with any party-in-interest2016-07-29No
Contributions received from participants2016-07-29$21,405,094
Participant contributions at end of year2016-07-29$0
Participant contributions at beginning of year2016-07-29$18,756,761
Participant contributions at end of year2016-07-29$0
Participant contributions at beginning of year2016-07-29$1,270,613
Income. Received or receivable in cash from other sources (including rollovers)2016-07-29$2,347,935
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-07-29$47,452
Other income not declared elsewhere2016-07-29$38,721
Administrative expenses (other) incurred2016-07-29$287,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-29No
Value of net income/loss2016-07-29$38,264,614
Value of net assets at end of year (total assets less liabilities)2016-07-29$0
Value of net assets at beginning of year (total assets less liabilities)2016-07-29$860,651,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-29No
Were any leases to which the plan was party in default or uncollectible2016-07-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-29$837,231,164
Interest on participant loans2016-07-29$462,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-29$45,475,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-29No
Was there a failure to transmit to the plan any participant contributions2016-07-29No
Has the plan failed to provide any benefit when due under the plan2016-07-29No
Contributions received in cash from employer2016-07-29$21,311,043
Employer contributions (assets) at end of year2016-07-29$0
Employer contributions (assets) at beginning of year2016-07-29$3,392,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-29$55,009,608
Did the plan have assets held for investment2016-07-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-29Yes
Opinion of an independent qualified public accountant for this plan2016-07-29Disclaimer
Accountancy firm name2016-07-29BKD, LLP
Accountancy firm EIN2016-07-29440160260
2015 : SCOTT & WHITE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$3,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$70,016,053
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$60,886,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$60,429,862
Expenses. Certain deemed distributions of participant loans2015-12-31$63,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$77,189,316
Value of total assets at end of year2015-12-31$860,651,324
Value of total assets at beginning of year2015-12-31$851,525,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$392,454
Total interest from all sources2015-12-31$773,566
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$29,827,776
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$29,827,776
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$37,423,878
Participant contributions at end of year2015-12-31$18,756,761
Participant contributions at beginning of year2015-12-31$18,713,356
Participant contributions at end of year2015-12-31$1,270,613
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,176,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$58,988
Other income not declared elsewhere2015-12-31$43,326
Administrative expenses (other) incurred2015-12-31$392,454
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$9,129,810
Value of net assets at end of year (total assets less liabilities)2015-12-31$860,651,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$851,525,456
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$837,231,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$832,394,681
Interest on participant loans2015-12-31$773,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,817,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$35,589,119
Employer contributions (assets) at end of year2015-12-31$3,392,786
Employer contributions (assets) at beginning of year2015-12-31$417,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,370,874
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 appraiser2015-12-31No
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : SCOTT & WHITE RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$94,220,831
Total income from all sources (including contributions)2014-12-31$103,139,761
Total of all expenses incurred2014-12-31$64,516,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,121,942
Expenses. Certain deemed distributions of participant loans2014-12-31$85,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$50,116,785
Value of total assets at end of year2014-12-31$851,525,456
Value of total assets at beginning of year2014-12-31$718,681,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$309,108
Total interest from all sources2014-12-31$735,535
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,673,784
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$25,673,784
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$18,713,356
Participant contributions at beginning of year2014-12-31$16,728,744
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$569,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$27,516
Other income not declared elsewhere2014-12-31$93,474
Administrative expenses (other) incurred2014-12-31$309,108
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$38,623,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$851,525,456
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$718,681,491
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$832,394,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$701,228,944
Interest on participant loans2014-12-31$735,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$26,520,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$49,546,962
Employer contributions (assets) at end of year2014-12-31$417,419
Employer contributions (assets) at beginning of year2014-12-31$723,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,094,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 appraiser2014-12-31No
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : SCOTT & WHITE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,721,155
Total transfer of assets from this plan2013-12-31$266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$170,443,535
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$41,357,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,035,139
Expenses. Certain deemed distributions of participant loans2013-12-31$91,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$60,598,973
Value of total assets at end of year2013-12-31$718,681,491
Value of total assets at beginning of year2013-12-31$586,874,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$230,023
Total interest from all sources2013-12-31$556,518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,988,957
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$17,988,957
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$16,728,746
Participant contributions at beginning of year2013-12-31$12,470,463
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$254,534
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$14,060
Other income not declared elsewhere2013-12-31$122,255
Administrative expenses (other) incurred2013-12-31$230,023
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$129,086,533
Value of net assets at end of year (total assets less liabilities)2013-12-31$718,681,491
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$586,874,069
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$701,228,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$573,788,597
Interest on participant loans2013-12-31$556,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$91,176,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$60,344,439
Employer contributions (assets) at end of year2013-12-31$723,803
Employer contributions (assets) at beginning of year2013-12-31$615,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,021,079
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : SCOTT & WHITE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$114,707,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$53,858,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,675,408
Expenses. Certain deemed distributions of participant loans2012-12-31$27,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$54,488,663
Value of total assets at end of year2012-12-31$586,874,069
Value of total assets at beginning of year2012-12-31$526,024,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$155,623
Total interest from all sources2012-12-31$507,612
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,751,120
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$12,751,120
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$12,470,463
Participant contributions at beginning of year2012-12-31$11,148,835
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$552,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$12,363
Other income not declared elsewhere2012-12-31$437,939
Administrative expenses (other) incurred2012-12-31$155,623
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$60,849,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$586,874,069
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$526,024,853
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$573,788,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$514,308,436
Interest on participant loans2012-12-31$507,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$46,521,929
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
Contributions received in cash from employer2012-12-31$53,935,977
Employer contributions (assets) at end of year2012-12-31$615,009
Employer contributions (assets) at beginning of year2012-12-31$567,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,663,045
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 name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596

Form 5500 Responses for SCOTT & WHITE RETIREMENT PLAN

2016: SCOTT & WHITE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTT & WHITE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT & WHITE RETIREMENT 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: SCOTT & WHITE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT & WHITE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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