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METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 401k Plan overview

Plan NameMETHODIST HEALTH SERVICES CORPORATION RETIREMENT S
Plan identification number 005

METHODIST HEALTH SERVICES CORPORATION RETIREMENT S Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 RETIREMENT S

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052018-01-01
0052017-01-01BARBARA HONOLD
0052016-01-01BARBARA HONOLD
0052015-01-01
0052014-01-01STEPHEN CIRONE
0052013-01-01ROB QUIN
0052012-01-01ROB QUIN
0052011-01-01ROB QUIN
0052010-01-01ROB QUIN
0052009-01-01CALVIN MACKAY CALVIN MACKAY2010-10-14

Plan Statistics for METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

401k plan membership statisitcs for METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

Measure Date Value
2018: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 401k membership
Total participants, beginning-of-year2018-01-012,426
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 401k membership
Total participants, beginning-of-year2017-01-012,691
Total number of active participants reported on line 7a of the Form 55002017-01-012,175
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01248
Total of all active and inactive participants2017-01-012,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,426
Number of participants with account balances2017-01-012,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 401k membership
Total participants, beginning-of-year2016-01-012,353
Total number of active participants reported on line 7a of the Form 55002016-01-012,514
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01176
Total of all active and inactive participants2016-01-012,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,691
Number of participants with account balances2016-01-012,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 401k membership
Total participants, beginning-of-year2015-01-012,278
Total number of active participants reported on line 7a of the Form 55002015-01-012,312
Number of retired or separated participants receiving benefits2015-01-0131
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-012,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-012,353
Number of participants with account balances2015-01-012,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 401k membership
Total participants, beginning-of-year2014-01-012,436
Total number of active participants reported on line 7a of the Form 55002014-01-011,792
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01484
Total of all active and inactive participants2014-01-012,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,278
Number of participants with account balances2014-01-012,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 401k membership
Total participants, beginning-of-year2013-01-011,546
Total number of active participants reported on line 7a of the Form 55002013-01-012,118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01316
Total of all active and inactive participants2013-01-012,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,436
Number of participants with account balances2013-01-011,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 401k membership
Total participants, beginning-of-year2012-01-011,434
Total number of active participants reported on line 7a of the Form 55002012-01-011,264
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01276
Total of all active and inactive participants2012-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,546
Number of participants with account balances2012-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 401k membership
Total participants, beginning-of-year2011-01-011,248
Total number of active participants reported on line 7a of the Form 55002011-01-011,298
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01134
Total of all active and inactive participants2011-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,433
Number of participants with account balances2011-01-011,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 401k membership
Total participants, beginning-of-year2010-01-011,048
Total number of active participants reported on line 7a of the Form 55002010-01-011,153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,248
Number of participants with account balances2010-01-011,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2009 401k membership
Total participants, beginning-of-year2009-01-01986
Total number of active participants reported on line 7a of the Form 55002009-01-011,029
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-011,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,048
Number of participants with account balances2009-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

Measure Date Value
2018 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-47,895
Total unrealized appreciation/depreciation of assets2018-12-31$-47,895
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$35,434,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-427,010
Total loss/gain on sale of assets2018-12-31$580
Total of all expenses incurred2018-12-31$1,768,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,617,387
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,051,030
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$37,629,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,877
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$74,768
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$220,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$219,027
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$148,942
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,195,274
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,629,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$1,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,632,722
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$74,230
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$30,927,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$538
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$878,465
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-466,172
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-2,260,244
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,051,030
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,018,911
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$1,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,617,387
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$156,055
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$127,298
Aggregate carrying amount (costs) on sale of assets2018-12-31$126,718
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,030
Total unrealized appreciation/depreciation of assets2017-12-31$11,030
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,477,139
Total loss/gain on sale of assets2017-12-31$12,605
Total of all expenses incurred2017-12-31$1,617,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,486,827
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,000,911
Value of total assets at end of year2017-12-31$37,629,608
Value of total assets at beginning of year2017-12-31$31,770,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$131,099
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$19,196
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$136,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$134,806
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$129,675
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,859,213
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,629,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,770,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$1,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,632,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,459,109
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$18,964
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$30,927,069
Value of interest in common/collective trusts at beginning of year2017-12-31$26,598,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$35,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$35,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$232
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$878,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$602,687
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$428,322
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$4,868,742
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,000,911
Employer contributions (assets) at end of year2017-12-31$2,018,911
Employer contributions (assets) at beginning of year2017-12-31$1,950,221
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$1,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,486,827
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$156,055
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$124,274
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$596,575
Aggregate carrying amount (costs) on sale of assets2017-12-31$583,970
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$136,430
Total unrealized appreciation/depreciation of assets2016-12-31$136,430
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,156,313
Total loss/gain on sale of assets2016-12-31$-2,291
Total of all expenses incurred2016-12-31$1,610,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,506,354
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,950,221
Value of total assets at end of year2016-12-31$31,770,395
Value of total assets at beginning of year2016-12-31$29,225,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,582
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$5,785
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$59,245
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$8,117
Administrative expenses (other) incurred2016-12-31$104,088
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,545,377
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,770,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,225,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$494
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,459,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,913,467
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$311,127
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$5,736
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$26,598,850
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$35,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$49
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$602,687
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,005,441
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$-8,036
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,950,221
Employer contributions (assets) at end of year2016-12-31$1,950,221
Employer contributions (assets) at beginning of year2016-12-31$6,000,424
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,506,354
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$124,274
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$108,795
Aggregate carrying amount (costs) on sale of assets2016-12-31$111,086
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,917,147
Total of all expenses incurred2015-12-31$1,264,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,176,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,000,424
Value of total assets at end of year2015-12-31$29,225,018
Value of total assets at beginning of year2015-12-31$24,572,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,553
Total interest from all sources2015-12-31$1,579
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$277,564
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$277,564
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$121,287
Other income not declared elsewhere2015-12-31$-2,654
Administrative expenses (other) incurred2015-12-31$88,553
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$9,766
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$4,652,234
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,225,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,572,784
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$22,913,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,266,281
Value of interest in pooled separate accounts at end of year2015-12-31$311,127
Value of interest in pooled separate accounts at beginning of year2015-12-31$275,894
Interest earned on other investments2015-12-31$1,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$207,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-364,105
Net investment gain/loss from pooled separate accounts2015-12-31$4,339
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$6,000,424
Employer contributions (assets) at end of year2015-12-31$6,000,424
Employer contributions (assets) at beginning of year2015-12-31$5,692,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,176,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,584,108
Total of all expenses incurred2014-12-31$1,023,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$911,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,692,285
Value of total assets at end of year2014-12-31$24,572,784
Value of total assets at beginning of year2014-12-31$19,012,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$111,676
Total interest from all sources2014-12-31$2,561
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$230,007
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$230,007
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$5,500,000
Amount contributed by the employer to the plan for this plan year2014-12-31$5,500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$121,287
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$71,784
Other income not declared elsewhere2014-12-31$4,984
Administrative expenses (other) incurred2014-12-31$111,676
Total non interest bearing cash at end of year2014-12-31$9,766
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$5,560,659
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,572,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,012,125
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$18,266,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,861,780
Value of interest in pooled separate accounts at end of year2014-12-31$275,894
Value of interest in pooled separate accounts at beginning of year2014-12-31$224,352
Interest earned on other investments2014-12-31$2,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$207,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$354,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$650,687
Net investment gain/loss from pooled separate accounts2014-12-31$3,584
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$5,692,285
Employer contributions (assets) at end of year2014-12-31$5,692,285
Employer contributions (assets) at beginning of year2014-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$911,773
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 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,725,168
Total of all expenses incurred2013-12-31$789,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$736,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,515,488
Value of total assets at end of year2013-12-31$19,012,125
Value of total assets at beginning of year2013-12-31$12,076,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,506
Total interest from all sources2013-12-31$3,523
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,419
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$128,419
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$71,784
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$60,816
Other income not declared elsewhere2013-12-31$4,016
Administrative expenses (other) incurred2013-12-31$53,506
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$6,935,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,012,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,076,548
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$12,861,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,281,103
Value of interest in pooled separate accounts at end of year2013-12-31$224,352
Value of interest in pooled separate accounts at beginning of year2013-12-31$191,902
Interest earned on other investments2013-12-31$3,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$354,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$342,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,070,375
Net investment gain/loss from pooled separate accounts2013-12-31$3,347
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$5,515,488
Employer contributions (assets) at end of year2013-12-31$5,500,000
Employer contributions (assets) at beginning of year2013-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$736,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,258,639
Total of all expenses incurred2012-12-31$611,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$593,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,209,585
Value of total assets at end of year2012-12-31$12,076,548
Value of total assets at beginning of year2012-12-31$9,429,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,228
Total interest from all sources2012-12-31$1,715
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$207,676
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$207,676
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$60,816
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$39,990
Other income not declared elsewhere2012-12-31$5,869
Administrative expenses (other) incurred2012-12-31$18,228
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$2,646,856
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,076,548
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,429,692
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$9,281,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,028,223
Value of interest in pooled separate accounts at end of year2012-12-31$191,902
Value of interest in pooled separate accounts at beginning of year2012-12-31$148,758
Interest earned on other investments2012-12-31$1,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$342,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$38,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$829,909
Net investment gain/loss from pooled separate accounts2012-12-31$3,885
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$2,209,585
Employer contributions (assets) at end of year2012-12-31$2,200,000
Employer contributions (assets) at beginning of year2012-12-31$2,174,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$593,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,976,631
Total of all expenses incurred2011-12-31$332,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$328,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,119,885
Value of total assets at end of year2011-12-31$9,429,692
Value of total assets at beginning of year2011-12-31$7,785,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,259
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,446
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$120,446
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$39,990
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$31,470
Other income not declared elsewhere2011-12-31$-9,341
Administrative expenses (other) incurred2011-12-31$4,259
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$1,644,273
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,429,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,785,419
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,028,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,447,952
Value of interest in pooled separate accounts at end of year2011-12-31$148,758
Value of interest in pooled separate accounts at beginning of year2011-12-31$100,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$38,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-257,684
Net investment gain/loss from pooled separate accounts2011-12-31$3,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$2,119,885
Employer contributions (assets) at end of year2011-12-31$2,174,488
Employer contributions (assets) at beginning of year2011-12-31$2,148,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$328,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,788,400
Total of all expenses incurred2010-12-31$152,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$148,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,148,821
Value of total assets at end of year2010-12-31$7,785,419
Value of total assets at beginning of year2010-12-31$5,149,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,884
Total interest from all sources2010-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$85,923
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$85,923
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$31,470
Other income not declared elsewhere2010-12-31$1
Administrative expenses (other) incurred2010-12-31$3,884
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$2,635,599
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,785,419
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,149,820
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,447,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,250,682
Value of interest in pooled separate accounts at end of year2010-12-31$100,816
Value of interest in pooled separate accounts at beginning of year2010-12-31$60,082
Interest earned on other investments2010-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$550,913
Net investment gain/loss from pooled separate accounts2010-12-31$2,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$2,148,821
Employer contributions (assets) at end of year2010-12-31$2,148,821
Employer contributions (assets) at beginning of year2010-12-31$1,809,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$148,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CLIFTON GUNDERSON, LLP
Accountancy firm EIN2010-12-31370802863
2009 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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 METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

2018: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894217
Policy instance 1
Insurance contract or identification number894217
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894217
Policy instance 1
Insurance contract or identification number894217
Number of Individuals Covered65
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $755
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $755
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered2278
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $901
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 BrokerUSD $773
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered1396
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,032
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 BrokerUSD $1,032
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered1327
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $877
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 BrokerUSD $877
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered1433
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $296
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080304
Policy instance 1
Insurance contract or identification numberTT080304
Number of Individuals Covered1243
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $281
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 BrokerUSD $281
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES INC

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