401k Plan data: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S plan

METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 401k Plan overview

Plan Name	METHODIST HEALTH SERVICES CORPORATION RETIREMENT S
Plan identification number	005

METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: METHODIST HEALTH SERVICES CORPORATION

Employer identification number (EIN): 371111135

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about METHODIST HEALTH SERVICES CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1825345

More information about METHODIST HEALTH SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2018-01-01
005 2017-01-01 BARBARA HONOLD
005 2016-01-01 BARBARA HONOLD
005 2015-01-01
005 2014-01-01 STEPHEN CIRONE
005 2013-01-01 ROB QUIN
005 2012-01-01 ROB QUIN
005 2011-01-01 ROB QUIN
005 2010-01-01 ROB QUIN
005 2009-01-01 CALVIN MACKAY CALVIN MACKAY 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2018-01-01
005	2017-01-01	BARBARA HONOLD
005	2016-01-01	BARBARA HONOLD
005	2015-01-01
005	2014-01-01	STEPHEN CIRONE
005	2013-01-01	ROB QUIN
005	2012-01-01	ROB QUIN
005	2011-01-01	ROB QUIN
005	2010-01-01	ROB QUIN
005	2009-01-01	CALVIN MACKAY	CALVIN MACKAY	2010-10-14

Plan Statistics for METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

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

Measure Date Value
2018: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,426
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 37
2017: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,691
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,175
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 248
Total of all active and inactive participants 2017-01-01 2,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 2,426
Number of participants with account balances 2017-01-01 2,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 49
2016: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,353
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,514
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 176
Total of all active and inactive participants 2016-01-01 2,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 2,691
Number of participants with account balances 2016-01-01 2,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 22
2015: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,278
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,312
Number of retired or separated participants receiving benefits 2015-01-01 31
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 2,353
Number of participants with account balances 2015-01-01 2,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,436
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,792
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 484
Total of all active and inactive participants 2014-01-01 2,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 2,278
Number of participants with account balances 2014-01-01 2,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,546
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,118
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 316
Total of all active and inactive participants 2013-01-01 2,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 2,436
Number of participants with account balances 2013-01-01 1,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,434
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,264
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 276
Total of all active and inactive participants 2012-01-01 1,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,546
Number of participants with account balances 2012-01-01 1,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 22
2011: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,298
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 134
Total of all active and inactive participants 2011-01-01 1,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,433
Number of participants with account balances 2011-01-01 1,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,048
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,153
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 95
Total of all active and inactive participants 2010-01-01 1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,248
Number of participants with account balances 2010-01-01 1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 14
2009: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2009 401k membership
Total participants, beginning-of-year 2009-01-01 986
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,029
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 19
Total of all active and inactive participants 2009-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,048
Number of participants with account balances 2009-01-01 1,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2018: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,426
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	37
2017: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,691
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,175
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	248
Total of all active and inactive participants	2017-01-01	2,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	2,426
Number of participants with account balances	2017-01-01	2,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	49
2016: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,353
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,514
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	176
Total of all active and inactive participants	2016-01-01	2,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	2,691
Number of participants with account balances	2016-01-01	2,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	22
2015: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,278
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,312
Number of retired or separated participants receiving benefits	2015-01-01	31
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	2,353
Number of participants with account balances	2015-01-01	2,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,436
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,792
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	484
Total of all active and inactive participants	2014-01-01	2,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	2,278
Number of participants with account balances	2014-01-01	2,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,546
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,118
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	316
Total of all active and inactive participants	2013-01-01	2,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	2,436
Number of participants with account balances	2013-01-01	1,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,434
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,264
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	276
Total of all active and inactive participants	2012-01-01	1,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,546
Number of participants with account balances	2012-01-01	1,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	22
2011: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,298
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	134
Total of all active and inactive participants	2011-01-01	1,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,433
Number of participants with account balances	2011-01-01	1,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,048
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,153
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	95
Total of all active and inactive participants	2010-01-01	1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,248
Number of participants with account balances	2010-01-01	1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	14
2009: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2009 401k membership
Total participants, beginning-of-year	2009-01-01	986
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,029
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	19
Total of all active and inactive participants	2009-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,048
Number of participants with account balances	2009-01-01	1,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

Measure	Date	Value
2018 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-47,895
Total unrealized appreciation/depreciation of assets	2018-12-31	$-47,895
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$35,434,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-427,010
Total loss/gain on sale of assets	2018-12-31	$580
Total of all expenses incurred	2018-12-31	$1,768,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,617,387
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,051,030
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$37,629,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$150,877
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$74,768
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$220,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$219,027
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$148,942
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-2,195,274
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$37,629,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$1,935
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,632,722
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$74,230
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$30,927,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$16,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$16,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$538
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$878,465
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-466,172
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-2,260,244
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$2,051,030
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$2,018,911
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$1,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,617,387
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$156,055
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Aggregate proceeds on sale of assets	2018-12-31	$127,298
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$126,718
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG, LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$11,030
Total unrealized appreciation/depreciation of assets	2017-12-31	$11,030
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,477,139
Total loss/gain on sale of assets	2017-12-31	$12,605
Total of all expenses incurred	2017-12-31	$1,617,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,486,827
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,000,911
Value of total assets at end of year	2017-12-31	$37,629,608
Value of total assets at beginning of year	2017-12-31	$31,770,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$131,099
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$19,196
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$136,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$134,806
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$129,675
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$5,859,213
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$37,629,608
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$31,770,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$1,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,632,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,459,109
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$18,964
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$30,927,069
Value of interest in common/collective trusts at beginning of year	2017-12-31	$26,598,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$16,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$35,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$35,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$232
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$878,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$602,687
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$428,322
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$4,868,742
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$2,000,911
Employer contributions (assets) at end of year	2017-12-31	$2,018,911
Employer contributions (assets) at beginning of year	2017-12-31	$1,950,221
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$1,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,486,827
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$156,055
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$124,274
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$596,575
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$583,970
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG, LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$136,430
Total unrealized appreciation/depreciation of assets	2016-12-31	$136,430
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,156,313
Total loss/gain on sale of assets	2016-12-31	$-2,291
Total of all expenses incurred	2016-12-31	$1,610,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,506,354
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,950,221
Value of total assets at end of year	2016-12-31	$31,770,395
Value of total assets at beginning of year	2016-12-31	$29,225,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$104,582
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$5,785
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$60,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$59,245
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$8,117
Administrative expenses (other) incurred	2016-12-31	$104,088
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$2,545,377
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$31,770,395
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$29,225,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$494
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,459,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$22,913,467
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$311,127
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$5,736
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$26,598,850
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$35,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$49
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$602,687
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,005,441
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$-8,036
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$1,950,221
Employer contributions (assets) at end of year	2016-12-31	$1,950,221
Employer contributions (assets) at beginning of year	2016-12-31	$6,000,424
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$1,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,506,354
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$124,274
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$108,795
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$111,086
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$5,917,147
Total of all expenses incurred	2015-12-31	$1,264,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,176,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,000,424
Value of total assets at end of year	2015-12-31	$29,225,018
Value of total assets at beginning of year	2015-12-31	$24,572,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$88,553
Total interest from all sources	2015-12-31	$1,579
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$277,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$277,564
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$121,287
Other income not declared elsewhere	2015-12-31	$-2,654
Administrative expenses (other) incurred	2015-12-31	$88,553
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$9,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,652,234
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$29,225,018
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$24,572,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	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	$22,913,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,266,281
Value of interest in pooled separate accounts at end of year	2015-12-31	$311,127
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$275,894
Interest earned on other investments	2015-12-31	$1,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$207,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-364,105
Net investment gain/loss from pooled separate accounts	2015-12-31	$4,339
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	$6,000,424
Employer contributions (assets) at end of year	2015-12-31	$6,000,424
Employer contributions (assets) at beginning of year	2015-12-31	$5,692,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,176,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$6,584,108
Total of all expenses incurred	2014-12-31	$1,023,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$911,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,692,285
Value of total assets at end of year	2014-12-31	$24,572,784
Value of total assets at beginning of year	2014-12-31	$19,012,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$111,676
Total interest from all sources	2014-12-31	$2,561
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$230,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$230,007
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$5,500,000
Amount contributed by the employer to the plan for this plan year	2014-12-31	$5,500,000
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	$121,287
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$71,784
Other income not declared elsewhere	2014-12-31	$4,984
Administrative expenses (other) incurred	2014-12-31	$111,676
Total non interest bearing cash at end of year	2014-12-31	$9,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,560,659
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$24,572,784
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,012,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	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	$18,266,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,861,780
Value of interest in pooled separate accounts at end of year	2014-12-31	$275,894
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$224,352
Interest earned on other investments	2014-12-31	$2,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$207,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$354,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$650,687
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,584
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	$5,692,285
Employer contributions (assets) at end of year	2014-12-31	$5,692,285
Employer contributions (assets) at beginning of year	2014-12-31	$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$911,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$7,725,168
Total of all expenses incurred	2013-12-31	$789,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$736,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,515,488
Value of total assets at end of year	2013-12-31	$19,012,125
Value of total assets at beginning of year	2013-12-31	$12,076,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,506
Total interest from all sources	2013-12-31	$3,523
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$128,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$128,419
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$71,784
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$60,816
Other income not declared elsewhere	2013-12-31	$4,016
Administrative expenses (other) incurred	2013-12-31	$53,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,935,577
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,012,125
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,076,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	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	$12,861,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,281,103
Value of interest in pooled separate accounts at end of year	2013-12-31	$224,352
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$191,902
Interest earned on other investments	2013-12-31	$3,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$354,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$342,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,070,375
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,347
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	$5,515,488
Employer contributions (assets) at end of year	2013-12-31	$5,500,000
Employer contributions (assets) at beginning of year	2013-12-31	$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$736,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,258,639
Total of all expenses incurred	2012-12-31	$611,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$593,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,209,585
Value of total assets at end of year	2012-12-31	$12,076,548
Value of total assets at beginning of year	2012-12-31	$9,429,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,228
Total interest from all sources	2012-12-31	$1,715
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$207,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$207,676
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$60,816
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$39,990
Other income not declared elsewhere	2012-12-31	$5,869
Administrative expenses (other) incurred	2012-12-31	$18,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,646,856
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,076,548
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,429,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	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	$9,281,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,028,223
Value of interest in pooled separate accounts at end of year	2012-12-31	$191,902
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$148,758
Interest earned on other investments	2012-12-31	$1,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$342,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$38,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$829,909
Net investment gain/loss from pooled separate accounts	2012-12-31	$3,885
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	$2,209,585
Employer contributions (assets) at end of year	2012-12-31	$2,200,000
Employer contributions (assets) at beginning of year	2012-12-31	$2,174,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$593,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,976,631
Total of all expenses incurred	2011-12-31	$332,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$328,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,119,885
Value of total assets at end of year	2011-12-31	$9,429,692
Value of total assets at beginning of year	2011-12-31	$7,785,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,259
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$120,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$120,446
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$39,990
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$31,470
Other income not declared elsewhere	2011-12-31	$-9,341
Administrative expenses (other) incurred	2011-12-31	$4,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,644,273
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,429,692
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,785,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	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	$7,028,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,447,952
Value of interest in pooled separate accounts at end of year	2011-12-31	$148,758
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$100,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$38,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$56,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-257,684
Net investment gain/loss from pooled separate accounts	2011-12-31	$3,325
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	$2,119,885
Employer contributions (assets) at end of year	2011-12-31	$2,174,488
Employer contributions (assets) at beginning of year	2011-12-31	$2,148,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$328,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,788,400
Total of all expenses incurred	2010-12-31	$152,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$148,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,148,821
Value of total assets at end of year	2010-12-31	$7,785,419
Value of total assets at beginning of year	2010-12-31	$5,149,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,884
Total interest from all sources	2010-12-31	$42
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$85,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$85,923
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$31,470
Other income not declared elsewhere	2010-12-31	$1
Administrative expenses (other) incurred	2010-12-31	$3,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,635,599
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,785,419
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,149,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	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	$5,447,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,250,682
Value of interest in pooled separate accounts at end of year	2010-12-31	$100,816
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$60,082
Interest earned on other investments	2010-12-31	$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$56,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$29,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$550,913
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,700
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	$2,148,821
Employer contributions (assets) at end of year	2010-12-31	$2,148,821
Employer contributions (assets) at beginning of year	2010-12-31	$1,809,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$148,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	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	CLIFTON GUNDERSON, LLP
Accountancy firm EIN	2010-12-31	370802863
2009 : METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for METHODIST HEALTH SERVICES CORPORATION RETIREMENT S

2018: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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: METHODIST HEALTH SERVICES CORPORATION RETIREMENT S 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894217

Policy instance

Insurance contract or identification number	894217
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894217

Policy instance

Insurance contract or identification number	894217
Number of Individuals Covered	65
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $755
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $755
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	2278
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $901
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $773
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	1396
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,032
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,032
Insurance broker organization code?	3
Insurance broker name	SUNSET FINANCIAL SERVICES, INC

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	1327
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $877
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $877
Insurance broker organization code?	3
Insurance broker name	SUNSET FINANCIAL SERVICES, INC

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	1433
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $296
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

TT080304

Policy instance

Insurance contract or identification number	TT080304
Number of Individuals Covered	1243
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $281
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $281
Insurance broker organization code?	3
Insurance broker name	SUNSET FINANCIAL SERVICES INC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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

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