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TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 401k Plan overview

Plan NameTEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN
Plan identification number 002

TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TEXAS HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:TEXAS HOSPITAL ASSOCIATION
Employer identification number (EIN):741362741
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TEXAS HOSPITAL ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1934-04-09
Company Identification Number: 0006528901
Legal Registered Office Address: 1108 LAVACA ST STE 700

AUSTIN
United States of America (USA)
78701

More information about TEXAS HOSPITAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LEA ANNE PORTER2024-10-14 DAVID NEIGER2024-10-13
0022022-01-01LEA ANNE PORTER2023-10-13 IGNACIO ZAMARRON2023-10-10
0022021-01-01LEA ANNE PORTER2022-10-13
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEA ANNE PORTER IGNACIO ZAMARRON2018-10-12
0022016-01-01LEA ANNE PORTER IGNACIO ZAMARRON2017-10-15
0022015-01-01LEA ANNE PORTER IGNACIO ZAMARRON2016-10-17
0022014-01-01HEIDISKELTON - HEALTHSHARE IGNACIO ZAMARRON2015-10-12
0022013-01-01HEIDI SKELTON - HEALTHSHARE IGNACIO ZAMARRON2014-10-15
0022012-01-01HEIDI SKELTON - HEALTHSHARE IGNACIO ZAMARRON2013-10-09
0022011-01-01HEALTHSHARE IGNACIO O ZAMARRON2012-10-10
0022010-01-01FRED HAMILTON - HEALTHSHARE IGNACIO ZAMARRON2011-10-13
0022009-01-01FRED HAMILTON - HEALTHSHARE

Plan Statistics for TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

401k plan membership statisitcs for TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2023: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0184
Total number of active participants reported on line 7a of the Form 55002023-01-0123
Number of retired or separated participants receiving benefits2023-01-0143
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3114,026,721
Acturial value of plan assets2022-12-3113,482,930
Funding target for retired participants and beneficiaries receiving payment2022-12-316,765,358
Number of terminated vested participants2022-12-316
Fundng target for terminated vested participants2022-12-31296,021
Active participant vested funding target2022-12-311,391,785
Number of active participants2022-12-3124
Total funding liabilities for active participants2022-12-311,391,794
Total participant count2022-12-3188
Total funding target for all participants2022-12-318,453,173
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,729,975
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,729,975
Present value of excess contributions2022-12-313,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-313,681
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-313,681
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-314,073,830
Total employer contributions2022-12-313,815
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,713
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3185,004
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-313,713
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0188
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3113,619,826
Acturial value of plan assets2021-12-3112,583,198
Funding target for retired participants and beneficiaries receiving payment2021-12-317,209,732
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-31286,791
Active participant vested funding target2021-12-311,162,875
Number of active participants2021-12-3127
Total funding liabilities for active participants2021-12-311,162,954
Total participant count2021-12-3189
Total funding target for all participants2021-12-318,659,477
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,695,566
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,695,566
Present value of excess contributions2021-12-313,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,689
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-313,689
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-31383,923
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,729,975
Total employer contributions2021-12-313,644
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-313,515
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31193,746
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-313,515
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0189
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-0152
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3113,029,650
Acturial value of plan assets2020-12-3112,314,138
Funding target for retired participants and beneficiaries receiving payment2020-12-317,280,103
Number of terminated vested participants2020-12-316
Fundng target for terminated vested participants2020-12-31257,209
Active participant vested funding target2020-12-31915,053
Number of active participants2020-12-3127
Total funding liabilities for active participants2020-12-31915,206
Total participant count2020-12-3191
Total funding target for all participants2020-12-318,452,518
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,196,585
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-313,196,585
Present value of excess contributions2020-12-313,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-313,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-313,647
Reductions in prefunding balances due to elections or deemed elections2020-12-31217,185
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,695,566
Total employer contributions2020-12-313,595
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,509
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31166,054
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-313,509
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-0150
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3111,400,704
Acturial value of plan assets2019-12-3111,977,011
Funding target for retired participants and beneficiaries receiving payment2019-12-317,417,399
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-31235,819
Active participant vested funding target2019-12-31616,181
Number of active participants2019-12-3130
Total funding liabilities for active participants2019-12-31616,408
Total participant count2019-12-3193
Total funding target for all participants2019-12-318,269,626
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,361,889
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,361,889
Present value of excess contributions2019-12-313,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-313,463
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,196,585
Total employer contributions2019-12-313,500
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-313,464
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31222,510
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-313,464
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0193
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3112,902,629
Acturial value of plan assets2018-12-3112,056,487
Funding target for retired participants and beneficiaries receiving payment2018-12-317,517,056
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-31209,482
Active participant vested funding target2018-12-31788,358
Number of active participants2018-12-3131
Total funding liabilities for active participants2018-12-31788,636
Total participant count2018-12-3195
Total funding target for all participants2018-12-318,515,174
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,202,063
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-313,202,063
Present value of excess contributions2018-12-31244,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31258,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31258,690
Reductions in prefunding balances due to elections or deemed elections2018-12-31614,076
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,361,889
Total employer contributions2018-12-313,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,283
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31179,424
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-313,283
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0195
Total number of active participants reported on line 7a of the Form 55002018-01-0130
Number of retired or separated participants receiving benefits2018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3111,641,183
Acturial value of plan assets2017-12-3111,666,225
Funding target for retired participants and beneficiaries receiving payment2017-12-317,265,821
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-31359,730
Active participant vested funding target2017-12-31566,165
Number of active participants2017-12-3132
Total funding liabilities for active participants2017-12-31566,425
Total participant count2017-12-3196
Total funding target for all participants2017-12-318,191,976
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,215,714
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,215,714
Present value of excess contributions2017-12-31717,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31759,681
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31759,681
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-313,202,063
Total employer contributions2017-12-31250,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31244,786
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31152,430
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31244,786
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0196
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3110,573,009
Acturial value of plan assets2016-12-3111,037,810
Funding target for retired participants and beneficiaries receiving payment2016-12-315,864,296
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-31282,289
Active participant vested funding target2016-12-311,220,284
Number of active participants2016-12-3140
Total funding liabilities for active participants2016-12-311,220,539
Total participant count2016-12-31100
Total funding target for all participants2016-12-317,367,124
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,615,135
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,615,135
Present value of excess contributions2016-12-31576,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31611,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31611,400
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,215,714
Total employer contributions2016-12-31750,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31717,628
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31130,675
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31717,628
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01100
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-0149
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0143
Number of retired or separated participants receiving benefits2014-01-0144
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0146
Number of retired or separated participants receiving benefits2013-01-0144
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-0145
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-0153
Number of retired or separated participants receiving benefits2011-01-0141
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-0162
Number of retired or separated participants receiving benefits2010-01-0132
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2023 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$965,955
Expenses. Total of all expenses incurred2023-12-31$721,542
Benefits paid (including direct rollovers)2023-12-31$721,542
Total plan assets at end of year2023-12-31$11,304,985
Total plan assets at beginning of year2023-12-31$11,060,572
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$961,835
Net income (gross income less expenses)2023-12-31$244,413
Net plan assets at end of year (total assets less liabilities)2023-12-31$11,304,985
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$11,060,572
Total contributions received or receivable from employer(s)2023-12-31$4,120
2022 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,225,273
Expenses. Total of all expenses incurred2022-12-31$740,876
Benefits paid (including direct rollovers)2022-12-31$740,876
Total plan assets at end of year2022-12-31$11,060,572
Total plan assets at beginning of year2022-12-31$14,026,721
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-2,229,088
Net income (gross income less expenses)2022-12-31$-2,966,149
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,060,572
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,026,721
Total contributions received or receivable from employer(s)2022-12-31$3,815
2021 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,126,083
Expenses. Total of all expenses incurred2021-12-31$719,188
Benefits paid (including direct rollovers)2021-12-31$719,188
Total plan assets at end of year2021-12-31$14,026,721
Total plan assets at beginning of year2021-12-31$13,619,826
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$1,122,439
Net income (gross income less expenses)2021-12-31$406,895
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,026,721
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$13,619,826
Total contributions received or receivable from employer(s)2021-12-31$3,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,312,132
Expenses. Total of all expenses incurred2020-12-31$721,956
Benefits paid (including direct rollovers)2020-12-31$721,956
Total plan assets at end of year2020-12-31$13,619,826
Total plan assets at beginning of year2020-12-31$13,029,650
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$1,308,537
Net income (gross income less expenses)2020-12-31$590,176
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,619,826
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,029,650
Total contributions received or receivable from employer(s)2020-12-31$3,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,354,147
Expenses. Total of all expenses incurred2019-12-31$725,238
Benefits paid (including direct rollovers)2019-12-31$725,238
Total plan assets at end of year2019-12-31$13,029,650
Total plan assets at beginning of year2019-12-31$11,400,741
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$2,350,647
Net income (gross income less expenses)2019-12-31$1,628,909
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,029,650
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,400,741
Total contributions received or receivable from employer(s)2019-12-31$3,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-738,065
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$763,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$763,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,500
Value of total assets at end of year2018-12-31$11,400,741
Value of total assets at beginning of year2018-12-31$12,902,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,501,888
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,400,741
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,902,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$11,397,241
Value of interest in master investment trust accounts at beginning of year2018-12-31$12,902,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,500
Employer contributions (assets) at end of year2018-12-31$3,500
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$763,823
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2018-12-31743121060
2017 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$1,992,789
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$733,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$733,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$250,000
Value of total assets at end of year2017-12-31$12,902,629
Value of total assets at beginning of year2017-12-31$11,643,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,259,443
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,902,629
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,643,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$12,902,629
Value of interest in master investment trust accounts at beginning of year2017-12-31$11,343,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$250,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$733,346
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2017-12-31743121060
2016 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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
Total income from all sources (including contributions)2016-12-31$1,711,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$641,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$641,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,000
Value of total assets at end of year2016-12-31$11,643,186
Value of total assets at beginning of year2016-12-31$10,573,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,069,671
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,643,186
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,573,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$11,343,186
Value of interest in master investment trust accounts at beginning of year2016-12-31$10,423,515
Net investment gain/loss from pooled separate accounts2016-12-31$961,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$750,000
Employer contributions (assets) at end of year2016-12-31$300,000
Employer contributions (assets) at beginning of year2016-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$641,398
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2016-12-31743121060
2015 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$445,982
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$586,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$586,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,000
Value of total assets at end of year2015-12-31$10,573,515
Value of total assets at beginning of year2015-12-31$10,713,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-140,178
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,573,515
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,713,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$10,423,515
Value of interest in master investment trust accounts at beginning of year2015-12-31$10,613,693
Net investment gain/loss from pooled separate accounts2015-12-31$-154,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$600,000
Employer contributions (assets) at end of year2015-12-31$150,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$586,160
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2015-12-31743121060
2014 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,489,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$551,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$551,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$700,000
Value of total assets at end of year2014-12-31$10,713,693
Value of total assets at beginning of year2014-12-31$9,775,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$938,540
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,713,693
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,775,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$10,613,693
Value of interest in master investment trust accounts at beginning of year2014-12-31$9,525,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$700,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$551,297
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2014-12-31743121060
2013 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,935,021
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$550,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$550,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,250,000
Value of total assets at end of year2013-12-31$9,775,153
Value of total assets at beginning of year2013-12-31$7,390,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,384,830
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,775,153
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,390,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$9,525,153
Value of interest in master investment trust accounts at beginning of year2013-12-31$7,140,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,250,000
Employer contributions (assets) at end of year2013-12-31$250,000
Employer contributions (assets) at beginning of year2013-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$550,191
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2013-12-31743121060
2012 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,672,635
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$528,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$528,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$900,000
Value of total assets at end of year2012-12-31$7,390,323
Value of total assets at beginning of year2012-12-31$6,246,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,144,020
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,390,323
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,246,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$7,140,323
Value of interest in master investment trust accounts at beginning of year2012-12-31$6,096,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$900,000
Employer contributions (assets) at end of year2012-12-31$250,000
Employer contributions (assets) at beginning of year2012-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$528,615
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2012-12-31743121060
2011 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$737,115
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$459,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$459,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$825,000
Value of total assets at end of year2011-12-31$6,246,303
Value of total assets at beginning of year2011-12-31$5,969,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$277,203
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,246,303
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,969,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$6,096,303
Value of interest in master investment trust accounts at beginning of year2011-12-31$5,644,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$825,000
Employer contributions (assets) at end of year2011-12-31$150,000
Employer contributions (assets) at beginning of year2011-12-31$325,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$459,912
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2011-12-31743121060
2010 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,381,620
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$417,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$417,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$846,541
Value of total assets at end of year2010-12-31$5,969,100
Value of total assets at beginning of year2010-12-31$5,005,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$963,904
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,969,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,005,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$5,644,100
Value of interest in master investment trust accounts at beginning of year2010-12-31$4,655,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$846,541
Employer contributions (assets) at end of year2010-12-31$325,000
Employer contributions (assets) at beginning of year2010-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$417,716
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2010-12-31743121060
2009 : TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN

2023: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEXAS HOSPITAL ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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