401k Plan data: SURGERY PARTNERS 401(K) PLAN plan

SURGERY PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	SURGERY PARTNERS 401(K) PLAN
Plan identification number	001

SURGERY PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SURGERY CENTER HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name: SURGERY CENTER HOLDINGS

Employer identification number (EIN): 270779238

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about SURGERY CENTER HOLDINGS

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4722670

More information about SURGERY CENTER HOLDINGS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGERY PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JOHN HART
001 2011-01-01 WILLIAM MILO
001 2010-01-01 WILLIAM MILO
001 2009-01-01 WILL MILO WILLIAM MILO 2010-08-16

Plan Statistics for SURGERY PARTNERS 401(K) PLAN

401k plan membership statisitcs for SURGERY PARTNERS 401(K) PLAN

Measure Date Value
2015: SURGERY PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,519
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,561
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 110
Total of all active and inactive participants 2015-01-01 1,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,671
Number of participants with account balances 2015-01-01 816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 37
2014: SURGERY PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,457
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,435
Number of other retired or separated participants entitled to future benefits 2014-01-01 84
Total of all active and inactive participants 2014-01-01 1,519
Total participants 2014-01-01 1,519
Number of participants with account balances 2014-01-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 31
2013: SURGERY PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,334
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,373
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 84
Total of all active and inactive participants 2013-01-01 1,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,457
Number of participants with account balances 2013-01-01 714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 140
2012: SURGERY PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 491
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,314
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 1,334
Total participants 2012-01-01 1,334
Number of participants with account balances 2012-01-01 741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 126
2011: SURGERY PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 458
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 489
Total participants 2011-01-01 489
Number of participants with account balances 2011-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2010: SURGERY PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 419
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 451
Total participants 2010-01-01 451
Number of participants with account balances 2010-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: SURGERY PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 368
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 43
Total of all active and inactive participants 2009-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 411
Number of participants with account balances 2009-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 24

Measure	Date	Value
2015: SURGERY PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,519
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,561
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	110
Total of all active and inactive participants	2015-01-01	1,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,671
Number of participants with account balances	2015-01-01	816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	37
2014: SURGERY PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,457
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,435
Number of other retired or separated participants entitled to future benefits	2014-01-01	84
Total of all active and inactive participants	2014-01-01	1,519
Total participants	2014-01-01	1,519
Number of participants with account balances	2014-01-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	31
2013: SURGERY PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,334
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,373
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	84
Total of all active and inactive participants	2013-01-01	1,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,457
Number of participants with account balances	2013-01-01	714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	140
2012: SURGERY PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	491
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,314
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	1,334
Total participants	2012-01-01	1,334
Number of participants with account balances	2012-01-01	741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	126
2011: SURGERY PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	458
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	489
Total participants	2011-01-01	489
Number of participants with account balances	2011-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2010: SURGERY PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	419
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	451
Total participants	2010-01-01	451
Number of participants with account balances	2010-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: SURGERY PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	368
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	43
Total of all active and inactive participants	2009-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	411
Number of participants with account balances	2009-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	24

Financial Data on SURGERY PARTNERS 401(K) PLAN

Measure	Date	Value
2015 : SURGERY PARTNERS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$3,756,651
Total of all expenses incurred	2015-12-31	$3,918,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,892,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,887,401
Value of total assets at end of year	2015-12-31	$28,941,805
Value of total assets at beginning of year	2015-12-31	$29,103,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,887
Total interest from all sources	2015-12-31	$53,059
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$52,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$52,216
Administrative expenses professional fees incurred	2015-12-31	$11,194
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,644,230
Participant contributions at end of year	2015-12-31	$621,170
Participant contributions at beginning of year	2015-12-31	$697,710
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$605,458
Other income not declared elsewhere	2015-12-31	$2,774
Administrative expenses (other) incurred	2015-12-31	$4
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	$-161,845
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,941,805
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,103,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,512,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,928,051
Value of interest in pooled separate accounts at end of year	2015-12-31	$23,145,460
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$22,942,658
Interest on participant loans	2015-12-31	$32,857
Interest earned on other investments	2015-12-31	$20,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,662,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,535,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-305,389
Net investment gain/loss from pooled separate accounts	2015-12-31	$66,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$637,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,892,609
Contract administrator fees	2015-12-31	$14,689
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2015-12-31	362897372
2014 : SURGERY PARTNERS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,869,697
Total of all expenses incurred	2014-12-31	$2,327,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,307,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,205,362
Value of total assets at end of year	2014-12-31	$29,103,650
Value of total assets at beginning of year	2014-12-31	$26,560,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,937
Total interest from all sources	2014-12-31	$49,528
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$50,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$50,370
Administrative expenses professional fees incurred	2014-12-31	$10,035
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,469,761
Participant contributions at end of year	2014-12-31	$697,710
Participant contributions at beginning of year	2014-12-31	$521,804
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$102,710
Other income not declared elsewhere	2014-12-31	$600
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	$2,542,670
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$29,103,650
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$26,560,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,928,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,172,916
Value of interest in pooled separate accounts at end of year	2014-12-31	$22,942,658
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$20,308,498
Interest on participant loans	2014-12-31	$29,637
Interest earned on other investments	2014-12-31	$19,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,535,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,557,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-35,630
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,599,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$632,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,307,090
Contract administrator fees	2014-12-31	$9,902
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2014-12-31	362897372
2013 : SURGERY PARTNERS 401(K) PLAN 2013 401k financial data
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	$7,686,210
Total of all expenses incurred	2013-12-31	$2,536,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,460,912
Value of total corrective distributions	2013-12-31	$47,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,978,459
Value of total assets at end of year	2013-12-31	$26,560,980
Value of total assets at beginning of year	2013-12-31	$21,411,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,092
Total interest from all sources	2013-12-31	$46,273
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$49,442
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	$49,442
Administrative expenses professional fees incurred	2013-12-31	$8,422
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,253,444
Participant contributions at end of year	2013-12-31	$521,804
Participant contributions at beginning of year	2013-12-31	$336,521
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$177,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,149,372
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$26,560,980
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,411,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,172,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,192,060
Value of interest in pooled separate accounts at end of year	2013-12-31	$20,308,498
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$16,089,695
Interest on participant loans	2013-12-31	$22,701
Interest earned on other investments	2013-12-31	$23,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,557,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,793,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,029,148
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,582,888
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	$547,425
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,460,428
Contract administrator fees	2013-12-31	$19,670
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2013-12-31	362897372
2012 : SURGERY PARTNERS 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$15,482,796
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	$661
Total income from all sources (including contributions)	2012-12-31	$3,866,759
Total of all expenses incurred	2012-12-31	$1,488,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,436,198
Value of total corrective distributions	2012-12-31	$27,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,516,444
Value of total assets at end of year	2012-12-31	$21,411,608
Value of total assets at beginning of year	2012-12-31	$3,551,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,455
Total interest from all sources	2012-12-31	$51,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$356,050
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,982,426
Participant contributions at end of year	2012-12-31	$336,521
Participant contributions at beginning of year	2012-12-31	$56,254
Participant contributions at end of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$52,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$661
Other income not declared elsewhere	2012-12-31	$25,329
Total non interest bearing cash at end of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,377,797
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,411,608
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,551,015
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	$3,192,060
Value of interest in pooled separate accounts at end of year	2012-12-31	$16,089,695
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,464,039
Interest on participant loans	2012-12-31	$12,644
Interest earned on other investments	2012-12-31	$39,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,793,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$20,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$113,988
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,159,237
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	$481,982
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$10,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,436,198
Contract administrator fees	2012-12-31	$25,455
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	Yes
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2012-12-31	362897372
2011 : SURGERY PARTNERS 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1
Total income from all sources (including contributions)	2011-12-31	$967,810
Total of all expenses incurred	2011-12-31	$322,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$302,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,060,649
Value of total assets at end of year	2011-12-31	$3,551,676
Value of total assets at beginning of year	2011-12-31	$2,906,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,489
Total interest from all sources	2011-12-31	$3,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$745,412
Participant contributions at end of year	2011-12-31	$56,254
Participant contributions at beginning of year	2011-12-31	$84,404
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$77,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1
Administrative expenses (other) incurred	2011-12-31	$20,489
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	$644,830
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,551,015
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,906,185
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 pooled separate accounts at end of year	2011-12-31	$3,464,039
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,791,216
Interest on participant loans	2011-12-31	$3,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$20,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$16,442
Net investment gain/loss from pooled separate accounts	2011-12-31	$-96,107
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	$237,728
Employer contributions (assets) at end of year	2011-12-31	$10,420
Employer contributions (assets) at beginning of year	2011-12-31	$14,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$302,491
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	BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN	2011-12-31	273236857
2010 : SURGERY PARTNERS 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,326
Total income from all sources (including contributions)	2010-12-31	$1,264,847
Total of all expenses incurred	2010-12-31	$274,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$253,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$939,469
Value of total assets at end of year	2010-12-31	$2,906,186
Value of total assets at beginning of year	2010-12-31	$1,917,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$20,076
Total interest from all sources	2010-12-31	$4,509
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	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$665,575
Participant contributions at end of year	2010-12-31	$84,404
Participant contributions at beginning of year	2010-12-31	$96,184
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$45,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$2,326
Administrative expenses (other) incurred	2010-12-31	$20,076
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	$990,795
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,906,185
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,915,390
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 pooled separate accounts at end of year	2010-12-31	$2,791,216
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,801,183
Interest on participant loans	2010-12-31	$4,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$5,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$5,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$16,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$14,673
Net investment gain/loss from pooled separate accounts	2010-12-31	$320,869
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	$228,178
Employer contributions (assets) at end of year	2010-12-31	$14,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$253,976
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2010-12-31	263429295
2009 : SURGERY PARTNERS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SURGERY PARTNERS 401(K) PLAN

2015: SURGERY PARTNERS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SURGERY PARTNERS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SURGERY PARTNERS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SURGERY PARTNERS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SURGERY PARTNERS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SURGERY PARTNERS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SURGERY PARTNERS 401(K) 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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGERY CENTER HOLDINGS
Employer identification number (EIN):	270779238
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4722670