401k Plan data: NATIONAL SURGICAL HOSPITALS 401(K) PLAN plan

NATIONAL SURGICAL HOSPITALS 401(K) PLAN 401k Plan overview

Plan Name	NATIONAL SURGICAL HOSPITALS 401(K) PLAN
Plan identification number	002

NATIONAL SURGICAL HOSPITALS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SURGERY PARTNERS INC. has sponsored the creation of one or more 401k plans.

Company Name: SURGERY PARTNERS INC.

Employer identification number (EIN): 473620923

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL SURGICAL HOSPITALS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01

Plan Statistics for NATIONAL SURGICAL HOSPITALS 401(K) PLAN

401k plan membership statisitcs for NATIONAL SURGICAL HOSPITALS 401(K) PLAN

Measure Date Value
2023: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3,563
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,467
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2,467
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,421
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,467
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,096
Total of all active and inactive participants 2022-01-01 3,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3,563
Number of participants with account balances 2022-01-01 3,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,476
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,415
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 985
Total of all active and inactive participants 2021-01-01 3,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3,400
Number of participants with account balances 2021-01-01 2,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,441
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,723
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 753
Total of all active and inactive participants 2020-01-01 3,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3,476
Number of participants with account balances 2020-01-01 3,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3,563
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,467
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2,467
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,421
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,467
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,096
Total of all active and inactive participants	2022-01-01	3,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3,563
Number of participants with account balances	2022-01-01	3,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,476
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,415
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	985
Total of all active and inactive participants	2021-01-01	3,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3,400
Number of participants with account balances	2021-01-01	2,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,441
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,723
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	753
Total of all active and inactive participants	2020-01-01	3,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3,476
Number of participants with account balances	2020-01-01	3,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on NATIONAL SURGICAL HOSPITALS 401(K) PLAN

Measure	Date	Value
2023 : NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$130,461,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$34,396,222
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$18,199,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$17,514,768
Expenses. Certain deemed distributions of participant loans	2023-12-31	$303,770
Value of total corrective distributions	2023-12-31	$21,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$14,764,067
Value of total assets at end of year	2023-12-31	$0
Value of total assets at beginning of year	2023-12-31	$114,264,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$359,608
Total interest from all sources	2023-12-31	$532,922
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,100,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,100,156
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$10,199,906
Participant contributions at beginning of year	2023-12-31	$1,970,468
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,240,976
Other income not declared elsewhere	2023-12-31	$88,466
Administrative expenses (other) incurred	2023-12-31	$47,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$16,196,259
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$114,264,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$80,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$35,898,761
Interest on participant loans	2023-12-31	$125,369
Value of interest in common/collective trusts at beginning of year	2023-12-31	$68,773,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$7,622,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$7,622,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$407,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$6,218,094
Net investment gain or loss from common/collective trusts	2023-12-31	$10,692,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,323,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$17,514,768
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LBMC, PC
Accountancy firm EIN	2023-12-31	621199757
2022 : NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-11,450,436
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$14,537,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$13,923,671
Expenses. Certain deemed distributions of participant loans	2022-12-31	$177,456
Value of total corrective distributions	2022-12-31	$16,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$14,462,334
Value of total assets at end of year	2022-12-31	$114,264,826
Value of total assets at beginning of year	2022-12-31	$140,253,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$420,349
Total interest from all sources	2022-12-31	$113,472
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,171,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,171,557
Administrative expenses professional fees incurred	2022-12-31	$354,367
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,882,250
Participant contributions at end of year	2022-12-31	$1,970,468
Participant contributions at beginning of year	2022-12-31	$2,248,672
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,454,348
Other income not declared elsewhere	2022-12-31	$404,851
Administrative expenses (other) incurred	2022-12-31	$65,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-25,988,309
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$114,264,826
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$140,253,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$35,898,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$131,113,792
Interest on participant loans	2022-12-31	$113,472
Value of interest in common/collective trusts at end of year	2022-12-31	$68,773,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$7,622,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,890,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,890,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-23,684,301
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,918,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,125,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$13,923,671
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LBMC, PC
Accountancy firm EIN	2022-12-31	621199757
2021 : NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$30,931,122
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$14,369,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,872,281
Value of total corrective distributions	2021-12-31	$36,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,502,684
Value of total assets at end of year	2021-12-31	$140,253,135
Value of total assets at beginning of year	2021-12-31	$123,691,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$461,396
Total interest from all sources	2021-12-31	$113,720
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$12,813,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$12,813,801
Administrative expenses professional fees incurred	2021-12-31	$94,965
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,483,753
Participant contributions at end of year	2021-12-31	$2,248,672
Participant contributions at beginning of year	2021-12-31	$2,398,882
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,636,333
Other income not declared elsewhere	2021-12-31	$487,323
Administrative expenses (other) incurred	2021-12-31	$55,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,561,349
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$140,253,135
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$123,691,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$310,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$131,113,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$114,710,765
Interest on participant loans	2021-12-31	$113,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,890,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$6,582,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$6,582,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,013,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,382,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,872,281
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SARBEY, LEXOW & KAUFMAN, LLC
Accountancy firm EIN	2021-12-31	651014182
2020 : NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$30,387,922
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$15,771,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$15,266,572
Value of total corrective distributions	2020-12-31	$72,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,803,638
Value of total assets at end of year	2020-12-31	$123,691,786
Value of total assets at beginning of year	2020-12-31	$109,075,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$432,057
Total interest from all sources	2020-12-31	$138,954
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,879,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,879,869
Administrative expenses professional fees incurred	2020-12-31	$77,516
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$7,764,011
Participant contributions at end of year	2020-12-31	$2,398,882
Participant contributions at beginning of year	2020-12-31	$2,741,698
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$546,880
Other income not declared elsewhere	2020-12-31	$389,255
Administrative expenses (other) incurred	2020-12-31	$1,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$14,616,405
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$123,691,786
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$109,075,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$353,100
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$114,710,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$100,921,039
Interest on participant loans	2020-12-31	$118,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$6,582,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,412,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,412,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$20,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,176,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,492,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$15,266,572
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SARBEY, LEXOW & KAUFMAN, LLC
Accountancy firm EIN	2020-12-31	651014182

Form 5500 Responses for NATIONAL SURGICAL HOSPITALS 401(K) PLAN

2023: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL SURGICAL HOSPITALS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SURGERY PARTNERS INC.
Employer identification number (EIN):	473620923
NAIC Classification:	622000
NAIC Description:	Hospitals