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THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 401k Plan overview

Plan NameTHE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL
Plan identification number 336

THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE METHODIST HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE METHODIST HOSPITAL
Employer identification number (EIN):760125391
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about THE METHODIST HOSPITAL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1946-06-01
Company Identification Number: 0008720301
Legal Registered Office Address: 6565 FANNIN ST # GB240

HOUSTON
United States of America (USA)
77030

More information about THE METHODIST HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362011-01-01JOAN HUNTER LAUREN RYKERT2012-10-12
3362010-01-01JOAN HUNTER LAUREN RYKERT2011-10-12
3362009-01-01 LAUREN RYKERT2010-10-13
3362009-01-01JOAN HUNTER

Plan Statistics for THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL

401k plan membership statisitcs for THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL

Measure Date Value
2011: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-01-0140
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0144
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0140
Number of participants with account balances2009-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL

Measure Date Value
2011 : THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 2011 401k financial data
Transfers to/from the plan2011-12-16$-2,234,119
Total plan liabilities at end of year2011-12-16$0
Total plan liabilities at beginning of year2011-12-16$24
Total income from all sources2011-12-16$-56,057
Expenses. Total of all expenses incurred2011-12-16$212,572
Benefits paid (including direct rollovers)2011-12-16$212,433
Total plan assets at end of year2011-12-16$0
Total plan assets at beginning of year2011-12-16$2,502,772
Value of fidelity bond covering the plan2011-12-16$1,000,000
Other income received2011-12-16$-56,057
Net income (gross income less expenses)2011-12-16$-268,629
Net plan assets at end of year (total assets less liabilities)2011-12-16$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-16$2,502,748
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-16$139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-16$0
2010 : THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 2010 401k financial data
Total plan liabilities at end of year2010-12-31$24
Total plan liabilities at beginning of year2010-12-31$6
Total income from all sources2010-12-31$231,453
Expenses. Total of all expenses incurred2010-12-31$106,364
Benefits paid (including direct rollovers)2010-12-31$105,948
Total plan assets at end of year2010-12-31$2,502,772
Total plan assets at beginning of year2010-12-31$2,377,665
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$231,453
Net income (gross income less expenses)2010-12-31$125,089
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,502,748
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,377,659
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 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 THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL

2011: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 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 filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 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 funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE TAX SHELTERED ANNUITY PLAN II OF THE METHODIST HOSPITAL 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 funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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