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

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

METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

Additional information about METHODIST HEALTH SERVICES CORPORATION

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

More information about METHODIST HEALTH SERVICES CORPORATION

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01
0032014-01-01STEPHEN CIRONE
0032013-01-01ROB QUIN
0032012-01-01ROB QUIN
0032011-01-01ROB QUIN

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

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

Measure Date Value
2015: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 401k membership
Total participants, beginning-of-year2015-01-013,440
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
2014: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 401k membership
Total participants, beginning-of-year2014-01-013,374
Total number of active participants reported on line 7a of the Form 55002014-01-012,941
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01480
Total of all active and inactive participants2014-01-013,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-013,440
Number of participants with account balances2014-01-013,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01264
2013: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 401k membership
Total participants, beginning-of-year2013-01-013,289
Total number of active participants reported on line 7a of the Form 55002013-01-012,936
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01421
Total of all active and inactive participants2013-01-013,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-013,374
Number of participants with account balances2013-01-013,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01271
2012: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 401k membership
Total participants, beginning-of-year2012-01-013,440
Total number of active participants reported on line 7a of the Form 55002012-01-012,871
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01398
Total of all active and inactive participants2012-01-013,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-013,289
Number of participants with account balances2012-01-013,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01280
2011: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 401k membership
Total participants, beginning-of-year2011-01-013,475
Total number of active participants reported on line 7a of the Form 55002011-01-012,890
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01538
Total of all active and inactive participants2011-01-013,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-013,440
Number of participants with account balances2011-01-013,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01249

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

Measure Date Value
2015 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 401k financial data
Total transfer of assets from this plan2015-12-31$76,790,326
Total income from all sources (including contributions)2015-12-31$8,988,674
Total of all expenses incurred2015-12-31$9,338,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,118,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,700,471
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$77,139,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$219,804
Total interest from all sources2015-12-31$73,053
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$895,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$895,977
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,477,465
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,748,951
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$18,322
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$837,724
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$815,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,285
Other income not declared elsewhere2015-12-31$-11,195
Administrative expenses (other) incurred2015-12-31$219,804
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$38,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-349,602
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$77,139,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,803,931
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,678,021
Interest on participant loans2015-12-31$72,549
Interest earned on other investments2015-12-31$504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-717,602
Net investment gain/loss from pooled separate accounts2015-12-31$47,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,407,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,118,472
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$11,761,746
Total of all expenses incurred2014-12-31$8,611,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,142,421
Expenses. Certain deemed distributions of participant loans2014-12-31$5,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,644,675
Value of total assets at end of year2014-12-31$77,139,928
Value of total assets at beginning of year2014-12-31$73,989,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$463,112
Total interest from all sources2014-12-31$65,966
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$912,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$912,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,836,649
Participant contributions at end of year2014-12-31$1,748,951
Participant contributions at beginning of year2014-12-31$1,518,677
Participant contributions at end of year2014-12-31$18,322
Assets. Other investments not covered elsewhere at end of year2014-12-31$837,724
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$546,818
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$439,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$311
Other income not declared elsewhere2014-12-31$101,750
Administrative expenses (other) incurred2014-12-31$463,112
Total non interest bearing cash at end of year2014-12-31$38,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,150,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$77,139,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,989,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,803,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,900,115
Value of interest in pooled separate accounts at end of year2014-12-31$2,678,021
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,870,383
Interest on participant loans2014-12-31$64,896
Interest earned on other investments2014-12-31$1,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$152,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,987,111
Net investment gain/loss from pooled separate accounts2014-12-31$49,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,368,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,142,421
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$19,463,766
Total of all expenses incurred2013-12-31$5,974,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,700,789
Expenses. Certain deemed distributions of participant loans2013-12-31$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,526,975
Value of total assets at end of year2013-12-31$73,989,208
Value of total assets at beginning of year2013-12-31$60,500,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$271,190
Total interest from all sources2013-12-31$64,772
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$702,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$702,113
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,741,609
Participant contributions at end of year2013-12-31$1,518,677
Participant contributions at beginning of year2013-12-31$1,453,883
Assets. Other investments not covered elsewhere at end of year2013-12-31$546,818
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$363,721
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$412,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$226
Other income not declared elsewhere2013-12-31$126,611
Administrative expenses (other) incurred2013-12-31$271,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,488,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,989,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,500,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,900,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,965,656
Value of interest in pooled separate accounts at end of year2013-12-31$2,870,383
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,653,681
Interest on participant loans2013-12-31$63,745
Interest earned on other investments2013-12-31$1,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$152,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$63,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,989,493
Net investment gain/loss from pooled separate accounts2013-12-31$53,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,372,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,700,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$13,523,243
Total of all expenses incurred2012-12-31$4,984,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,939,703
Expenses. Certain deemed distributions of participant loans2012-12-31$4,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,054,243
Value of total assets at end of year2012-12-31$60,500,312
Value of total assets at beginning of year2012-12-31$51,961,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,350
Total interest from all sources2012-12-31$65,963
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,119,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,119,950
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,833,401
Participant contributions at end of year2012-12-31$1,453,883
Participant contributions at beginning of year2012-12-31$1,344,423
Assets. Other investments not covered elsewhere at end of year2012-12-31$363,721
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$303,114
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$205,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$429
Other income not declared elsewhere2012-12-31$53,844
Administrative expenses (other) incurred2012-12-31$40,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,538,462
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,500,312
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,961,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,965,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,861,104
Value of interest in pooled separate accounts at end of year2012-12-31$2,653,681
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,087,085
Interest on participant loans2012-12-31$65,812
Interest earned on other investments2012-12-31$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$63,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$147,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,152,648
Net investment gain/loss from pooled separate accounts2012-12-31$76,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,015,603
Employer contributions (assets) at beginning of year2012-12-31$218,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,939,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,681,519
Total of all expenses incurred2011-12-31$3,617,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,576,134
Expenses. Certain deemed distributions of participant loans2011-12-31$1,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,686,580
Value of total assets at end of year2011-12-31$51,961,850
Value of total assets at beginning of year2011-12-31$47,897,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,214
Total interest from all sources2011-12-31$62,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$794,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$794,031
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,671,388
Participant contributions at end of year2011-12-31$1,344,423
Participant contributions at beginning of year2011-12-31$1,195,626
Assets. Other investments not covered elsewhere at end of year2011-12-31$303,114
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$272,805
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$744,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$251
Other income not declared elsewhere2011-12-31$-35,178
Administrative expenses (other) incurred2011-12-31$39,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,064,394
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,961,850
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,897,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,861,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,547,063
Value of interest in pooled separate accounts at end of year2011-12-31$3,087,085
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,775,154
Interest on participant loans2011-12-31$62,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$147,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$106,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-908,920
Net investment gain/loss from pooled separate accounts2011-12-31$82,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,270,665
Employer contributions (assets) at end of year2011-12-31$218,684
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,576,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260

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

2015: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METHODIST HEALTH SERVICES CORPORATION 401(K) RETIR 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080168
Policy instance 1
Insurance contract or identification numberTA080168
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,103
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080168
Policy instance 1
Insurance contract or identification numberTA080168
Number of Individuals Covered3275
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,792
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,127
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080168
Policy instance 1
Insurance contract or identification numberTA080168
Number of Individuals Covered3274
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $110,677
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees110677
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080168
Policy instance 1
Insurance contract or identification numberTA080168
Number of Individuals Covered3201
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,715
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,715
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080168
Policy instance 1
Insurance contract or identification numberTA080168
Number of Individuals Covered3237
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,314
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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