401k Plan data: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR plan

METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 401k Plan overview

Plan Name	METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR
Plan identification number	003

METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

METHODIST HEALTH SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: METHODIST HEALTH SERVICES CORPORATION

Employer identification number (EIN): 371111135

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about METHODIST HEALTH SERVICES CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1825345

More information about METHODIST HEALTH SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01
003 2014-01-01 STEPHEN CIRONE
003 2013-01-01 ROB QUIN
003 2012-01-01 ROB QUIN
003 2011-01-01 ROB QUIN

Plan Statistics for METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR

401k plan membership statisitcs for METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR

Measure Date Value
2015: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,440
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,374
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,941
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 480
Total of all active and inactive participants 2014-01-01 3,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 3,440
Number of participants with account balances 2014-01-01 3,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 264
2013: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,289
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,936
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 421
Total of all active and inactive participants 2013-01-01 3,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 7
Total participants 2013-01-01 3,374
Number of participants with account balances 2013-01-01 3,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 271
2012: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,440
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,871
Number of retired or separated participants receiving benefits 2012-01-01 13
Number of other retired or separated participants entitled to future benefits 2012-01-01 398
Total of all active and inactive participants 2012-01-01 3,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 3,289
Number of participants with account balances 2012-01-01 3,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 280
2011: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,475
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,890
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 538
Total of all active and inactive participants 2011-01-01 3,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 6
Total participants 2011-01-01 3,440
Number of participants with account balances 2011-01-01 3,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 249

Measure	Date	Value
2015: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,440
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,374
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,941
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	480
Total of all active and inactive participants	2014-01-01	3,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	3,440
Number of participants with account balances	2014-01-01	3,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	264
2013: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,289
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,936
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	421
Total of all active and inactive participants	2013-01-01	3,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	7
Total participants	2013-01-01	3,374
Number of participants with account balances	2013-01-01	3,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	271
2012: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,440
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,871
Number of retired or separated participants receiving benefits	2012-01-01	13
Number of other retired or separated participants entitled to future benefits	2012-01-01	398
Total of all active and inactive participants	2012-01-01	3,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	3,289
Number of participants with account balances	2012-01-01	3,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	280
2011: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,475
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,890
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	538
Total of all active and inactive participants	2011-01-01	3,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	6
Total participants	2011-01-01	3,440
Number of participants with account balances	2011-01-01	3,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	249

Financial Data on METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR

Measure	Date	Value
2015 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$76,790,326
Total income from all sources (including contributions)	2015-12-31	$8,988,674
Total of all expenses incurred	2015-12-31	$9,338,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,118,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,700,471
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$77,139,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$219,804
Total interest from all sources	2015-12-31	$73,053
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$895,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$895,977
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$6,477,465
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$1,748,951
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$18,322
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$837,724
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$815,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,285
Other income not declared elsewhere	2015-12-31	$-11,195
Administrative expenses (other) incurred	2015-12-31	$219,804
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$38,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-349,602
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$77,139,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$71,803,931
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,678,021
Interest on participant loans	2015-12-31	$72,549
Interest earned on other investments	2015-12-31	$504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$13,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-717,602
Net investment gain/loss from pooled separate accounts	2015-12-31	$47,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,407,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,118,472
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	No
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$11,761,746
Total of all expenses incurred	2014-12-31	$8,611,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,142,421
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,644,675
Value of total assets at end of year	2014-12-31	$77,139,928
Value of total assets at beginning of year	2014-12-31	$73,989,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$463,112
Total interest from all sources	2014-12-31	$65,966
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$912,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$912,650
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,836,649
Participant contributions at end of year	2014-12-31	$1,748,951
Participant contributions at beginning of year	2014-12-31	$1,518,677
Participant contributions at end of year	2014-12-31	$18,322
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$837,724
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$546,818
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$439,119
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$311
Other income not declared elsewhere	2014-12-31	$101,750
Administrative expenses (other) incurred	2014-12-31	$463,112
Total non interest bearing cash at end of year	2014-12-31	$38,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,150,720
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$77,139,928
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$73,989,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$71,803,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$68,900,115
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,678,021
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,870,383
Interest on participant loans	2014-12-31	$64,896
Interest earned on other investments	2014-12-31	$1,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$13,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$152,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,987,111
Net investment gain/loss from pooled separate accounts	2014-12-31	$49,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,368,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,142,421
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$19,463,766
Total of all expenses incurred	2013-12-31	$5,974,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,700,789
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,526,975
Value of total assets at end of year	2013-12-31	$73,989,208
Value of total assets at beginning of year	2013-12-31	$60,500,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$271,190
Total interest from all sources	2013-12-31	$64,772
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$702,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$702,113
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,741,609
Participant contributions at end of year	2013-12-31	$1,518,677
Participant contributions at beginning of year	2013-12-31	$1,453,883
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$546,818
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$363,721
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$412,683
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$226
Other income not declared elsewhere	2013-12-31	$126,611
Administrative expenses (other) incurred	2013-12-31	$271,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$13,488,896
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$73,989,208
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$60,500,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$68,900,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$55,965,656
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,870,383
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,653,681
Interest on participant loans	2013-12-31	$63,745
Interest earned on other investments	2013-12-31	$1,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$152,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$63,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$10,989,493
Net investment gain/loss from pooled separate accounts	2013-12-31	$53,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,372,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,700,789
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$13,523,243
Total of all expenses incurred	2012-12-31	$4,984,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,939,703
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,054,243
Value of total assets at end of year	2012-12-31	$60,500,312
Value of total assets at beginning of year	2012-12-31	$51,961,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$40,350
Total interest from all sources	2012-12-31	$65,963
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,119,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,119,950
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$5,833,401
Participant contributions at end of year	2012-12-31	$1,453,883
Participant contributions at beginning of year	2012-12-31	$1,344,423
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$363,721
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$303,114
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$205,239
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$429
Other income not declared elsewhere	2012-12-31	$53,844
Administrative expenses (other) incurred	2012-12-31	$40,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,538,462
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$60,500,312
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$51,961,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$55,965,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$46,861,104
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,653,681
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,087,085
Interest on participant loans	2012-12-31	$65,812
Interest earned on other investments	2012-12-31	$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$63,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$147,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,152,648
Net investment gain/loss from pooled separate accounts	2012-12-31	$76,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,015,603
Employer contributions (assets) at beginning of year	2012-12-31	$218,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,939,703
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$7,681,519
Total of all expenses incurred	2011-12-31	$3,617,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,576,134
Expenses. Certain deemed distributions of participant loans	2011-12-31	$1,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,686,580
Value of total assets at end of year	2011-12-31	$51,961,850
Value of total assets at beginning of year	2011-12-31	$47,897,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$39,214
Total interest from all sources	2011-12-31	$62,894
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$794,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$794,031
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,671,388
Participant contributions at end of year	2011-12-31	$1,344,423
Participant contributions at beginning of year	2011-12-31	$1,195,626
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$303,114
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$272,805
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$744,527
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$251
Other income not declared elsewhere	2011-12-31	$-35,178
Administrative expenses (other) incurred	2011-12-31	$39,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,064,394
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$51,961,850
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$47,897,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$46,861,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$43,547,063
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,087,085
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,775,154
Interest on participant loans	2011-12-31	$62,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$147,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$106,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-908,920
Net investment gain/loss from pooled separate accounts	2011-12-31	$82,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,270,665
Employer contributions (assets) at end of year	2011-12-31	$218,684
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,576,134
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260

Form 5500 Responses for METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR

2015: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080168

Policy instance

Insurance contract or identification number	TA080168
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,103
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,103
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080168

Policy instance

Insurance contract or identification number	TA080168
Number of Individuals Covered	3275
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,792
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,127
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080168

Policy instance

Insurance contract or identification number	TA080168
Number of Individuals Covered	3274
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $110,677
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	110677
Insurance broker organization code?	3
Insurance broker name	SUNSET FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080168

Policy instance

Insurance contract or identification number	TA080168
Number of Individuals Covered	3201
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,715
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,715
Insurance broker organization code?	3
Insurance broker name	SUNSET FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080168

Policy instance

Insurance contract or identification number	TA080168
Number of Individuals Covered	3237
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,314
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	METHODIST HEALTH SERVICES CORPORATION
Employer identification number (EIN):	371111135
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1825345

Plan id#	Filing Submission Date	Name of Administrator
003	2015-01-01
003	2014-01-01	STEPHEN CIRONE
003	2013-01-01	ROB QUIN
003	2012-01-01	ROB QUIN
003	2011-01-01	ROB QUIN