401k Plan data: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN plan

MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN
Plan identification number	001

MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MAYO CLINIC METHODIST HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: MAYO CLINIC METHODIST HOSPITAL

Employer identification number (EIN): 410739106

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 WILLIAM BROWN WILLIAM BROWN 2016-10-13
001 2014-01-01 WILLIAM BROWN WILLIAM BROWN 2015-10-14
001 2013-01-01 WILLIAM BROWN WILLIAM BROWN 2014-10-10
001 2012-01-01 WILLIAM BROWN
001 2011-01-01 WILLIAM BROWN WILLIAM BROWN 2014-05-09
001 2009-01-01 WILLIAM BROWN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	WILLIAM BROWN	WILLIAM BROWN	2016-10-13
001	2014-01-01	WILLIAM BROWN	WILLIAM BROWN	2015-10-14
001	2013-01-01	WILLIAM BROWN	WILLIAM BROWN	2014-10-10
001	2012-01-01	WILLIAM BROWN
001	2011-01-01	WILLIAM BROWN	WILLIAM BROWN	2014-05-09
001	2009-01-01	WILLIAM BROWN

Plan Statistics for MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN

Measure Date Value
2015: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 632
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 505
Number of retired or separated participants receiving benefits 2015-01-01 120
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 649
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 474
Number of retired or separated participants receiving benefits 2014-01-01 125
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 5
Total participants 2014-01-01 632
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 494
Number of retired or separated participants receiving benefits 2013-01-01 136
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 649
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 652
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 525
Number of retired or separated participants receiving benefits 2012-01-01 123
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 503
Number of retired or separated participants receiving benefits 2011-01-01 130
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 652
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 505
Number of retired or separated participants receiving benefits 2009-01-01 125
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 6
Total participants 2009-01-01 649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2015: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	632
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	505
Number of retired or separated participants receiving benefits	2015-01-01	120
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	649
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	474
Number of retired or separated participants receiving benefits	2014-01-01	125
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	5
Total participants	2014-01-01	632
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	494
Number of retired or separated participants receiving benefits	2013-01-01	136
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	649
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	652
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	525
Number of retired or separated participants receiving benefits	2012-01-01	123
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	503
Number of retired or separated participants receiving benefits	2011-01-01	130
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	652
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	505
Number of retired or separated participants receiving benefits	2009-01-01	125
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	6
Total participants	2009-01-01	649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN

Measure	Date	Value
2015 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$171,058
Total unrealized appreciation/depreciation of assets	2015-12-31	$171,058
Total transfer of assets from this plan	2015-12-31	$873,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$765,455
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,029,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,881,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,796,000
Value of total assets at end of year	2015-12-31	$36,369,380
Value of total assets at beginning of year	2015-12-31	$38,506,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$147,589
Total interest from all sources	2015-12-31	$552,395
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$43,743
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$6,192,948
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$6,859,982
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$56,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$45,189
Other income not declared elsewhere	2015-12-31	$-878,756
Administrative expenses (other) incurred	2015-12-31	$71,169
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	$-1,263,787
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$36,369,380
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$38,506,318
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
Investment advisory and management fees	2015-12-31	$30,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,773,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$26,363,755
Interest earned on other investments	2015-12-31	$552,507
Value of interest in common/collective trusts at end of year	2015-12-31	$3,001,852
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,811,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$549,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$413,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$413,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$-112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,052,195
Net investment gain or loss from common/collective trusts	2015-12-31	$176,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$1,796,000
Employer contributions (assets) at end of year	2015-12-31	$1,796,000
Employer contributions (assets) at beginning of year	2015-12-31	$2,012,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,881,653
Contract administrator fees	2015-12-31	$2,604
Did the plan have assets held for investment	2015-12-31	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	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	No
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	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$224,856
Total unrealized appreciation/depreciation of assets	2014-12-31	$224,856
Total transfer of assets to this plan	2014-12-31	$133,328
Total transfer of assets from this plan	2014-12-31	$239,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,428,636
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,867,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,732,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,012,000
Value of total assets at end of year	2014-12-31	$38,506,318
Value of total assets at beginning of year	2014-12-31	$39,051,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$135,160
Total interest from all sources	2014-12-31	$618,996
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$41,823
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
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
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$6,859,982
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$6,645,110
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$45,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$32,941
Other income not declared elsewhere	2014-12-31	$2,175
Administrative expenses (other) incurred	2014-12-31	$30,011
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	$-438,766
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$38,506,318
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$39,051,272
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
Investment advisory and management fees	2014-12-31	$25,809
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,363,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$26,621,200
Interest earned on other investments	2014-12-31	$618,996
Value of interest in common/collective trusts at end of year	2014-12-31	$2,811,679
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,941,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$413,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,292,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,292,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$773,792
Net investment gain or loss from common/collective trusts	2014-12-31	$-203,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$2,012,000
Employer contributions (assets) at end of year	2014-12-31	$2,012,000
Employer contributions (assets) at beginning of year	2014-12-31	$1,518,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,732,242
Contract administrator fees	2014-12-31	$37,517
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$10,073
Total transfer of assets from this plan	2013-12-31	$261,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,144,070
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,876,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,721,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,118,000
Value of total assets at end of year	2013-12-31	$39,051,272
Value of total assets at beginning of year	2013-12-31	$35,034,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$155,122
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$491,878
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	$491,878
Administrative expenses professional fees incurred	2013-12-31	$17,633
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
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
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$6,645,110
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$6,206,623
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$32,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$33,586
Other income not declared elsewhere	2013-12-31	$453,246
Administrative expenses (other) incurred	2013-12-31	$35,210
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	$4,267,697
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$39,051,272
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$35,034,740
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
Investment advisory and management fees	2013-12-31	$100,579
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$26,621,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$23,168,435
Value of interest in common/collective trusts at end of year	2013-12-31	$2,941,166
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,287,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,292,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,500,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,500,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,481,769
Net investment gain or loss from common/collective trusts	2013-12-31	$599,177
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	$2,118,000
Employer contributions (assets) at end of year	2013-12-31	$1,518,000
Employer contributions (assets) at beginning of year	2013-12-31	$1,838,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,721,251
Contract administrator fees	2013-12-31	$1,700
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	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$40,341
Total transfer of assets from this plan	2012-12-31	$156,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,984,736
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,313,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,230,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,838,000
Value of total assets at end of year	2012-12-31	$35,034,740
Value of total assets at beginning of year	2012-12-31	$30,480,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$83,657
Total interest from all sources	2012-12-31	$49,723
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$472,977
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	$472,977
Administrative expenses professional fees incurred	2012-12-31	$83,657
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$6,206,623
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$4,570,760
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$33,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$41,238
Other income not declared elsewhere	2012-12-31	$657,650
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	$4,670,961
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$35,034,740
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,480,306
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	$23,168,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$21,473,428
Interest earned on other investments	2012-12-31	$49,723
Value of interest in common/collective trusts at end of year	2012-12-31	$2,287,160
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,833,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,500,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$136,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$136,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,464,541
Net investment gain or loss from common/collective trusts	2012-12-31	$501,845
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	$1,838,000
Employer contributions (assets) at end of year	2012-12-31	$1,838,000
Employer contributions (assets) at beginning of year	2012-12-31	$2,425,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,230,118
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	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$267,916
Total transfer of assets from this plan	2011-12-31	$384,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,127,502
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,509,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,402,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,732,000
Value of total assets at end of year	2011-12-31	$30,480,306
Value of total assets at beginning of year	2011-12-31	$28,979,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$107,298
Total interest from all sources	2011-12-31	$51,316
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$596,964
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	$596,964
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$4,570,760
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$41,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$31,213
Other income not declared elsewhere	2011-12-31	$70,760
Administrative expenses (other) incurred	2011-12-31	$107,298
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	$1,618,026
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,480,306
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$28,979,334
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	$21,473,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,015,528
Interest earned on other investments	2011-12-31	$51,316
Value of interest in common/collective trusts at end of year	2011-12-31	$1,833,468
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,691,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$136,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,587,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,587,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-893,602
Net investment gain or loss from common/collective trusts	2011-12-31	$-429,936
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	$3,732,000
Employer contributions (assets) at end of year	2011-12-31	$2,425,000
Employer contributions (assets) at beginning of year	2011-12-31	$654,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,402,178
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	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$339,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,454,313
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$928,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$875,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,053,000
Value of total assets at end of year	2010-12-31	$28,979,334
Value of total assets at beginning of year	2010-12-31	$23,793,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$53,627
Total interest from all sources	2010-12-31	$72,895
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$503,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$31,213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$18,987
Administrative expenses (other) incurred	2010-12-31	$53,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,525,459
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$28,979,334
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,793,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$21,015,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$21,334,048
Interest earned on other investments	2010-12-31	$66,984
Value of interest in common/collective trusts at end of year	2010-12-31	$3,691,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,587,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,740,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,740,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,271,068
Net investment gain or loss from common/collective trusts	2010-12-31	$554,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,053,000
Employer contributions (assets) at end of year	2010-12-31	$654,000
Employer contributions (assets) at beginning of year	2010-12-31	$700,000
Income. Dividends from common stock	2010-12-31	$503,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$875,227
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MC GLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN

2015: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MAYO CLINIC METHODIST HOSPITAL
Employer identification number (EIN):	410739106
NAIC Classification:	622000
NAIC Description:	Hospitals