401k Plan data: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN plan

SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN
Plan identification number	001

SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTHWEST CATHOLIC HEALTH NETWORK has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST CATHOLIC HEALTH NETWORK

Employer identification number (EIN): 860527381

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 RUTH BRINKLEY RUTH BRINKLEY 2011-10-16
001 2010-01-01 RUTH BRINKLEY RUTH BRINKLEY 2011-10-16
001 2009-01-01 LINDA HUNT LINDA HUNT 2010-10-12
001 2009-01-01 LINDA HUNT LINDA HUNT 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	RUTH BRINKLEY	RUTH BRINKLEY	2011-10-16
001	2010-01-01	RUTH BRINKLEY	RUTH BRINKLEY	2011-10-16
001	2009-01-01	LINDA HUNT	LINDA HUNT	2010-10-12
001	2009-01-01	LINDA HUNT	LINDA HUNT	2010-10-12

Plan Statistics for SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN

401k plan membership statisitcs for SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN

Measure Date Value
2011: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 24
Number of other retired or separated participants entitled to future benefits 2010-01-01 129
Total of all active and inactive participants 2010-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 147
Total of all active and inactive participants 2009-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	24
Number of other retired or separated participants entitled to future benefits	2010-01-01	129
Total of all active and inactive participants	2010-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	147
Total of all active and inactive participants	2009-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN

Measure	Date	Value
2011 : SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total transfer of assets to this plan	2011-05-31	$0
Total transfer of assets from this plan	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$1,066,704
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$4,690,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$4,684,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,065,621
Value of total assets at end of year	2011-05-31	$0
Value of total assets at beginning of year	2011-05-31	$3,624,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$5,973
Total interest from all sources	2011-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-05-31	$0
Assets. Real estate other than employer real property at end of year	2011-05-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-05-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-05-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-05-31	$0
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Participant contributions at end of year	2011-05-31	$0
Participant contributions at beginning of year	2011-05-31	$0
Participant contributions at end of year	2011-05-31	$0
Participant contributions at beginning of year	2011-05-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-05-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-05-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-05-31	$4,655,735
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$570
Assets. Loans (other than to participants) at end of year	2011-05-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-05-31	$0
Other income not declared elsewhere	2011-05-31	$-615
Total non interest bearing cash at end of year	2011-05-31	$0
Total non interest bearing cash at beginning of year	2011-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$-3,624,113
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$3,624,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Assets. partnership/joint venture interests at end of year	2011-05-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-05-31	$0
Investment advisory and management fees	2011-05-31	$5,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$0
Value of interest in master investment trust accounts at end of year	2011-05-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-05-31	$0
Value of interest in common/collective trusts at end of year	2011-05-31	$0
Value of interest in common/collective trusts at beginning of year	2011-05-31	$3,623,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-05-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-05-31	$0
Asset value of US Government securities at end of year	2011-05-31	$0
Asset value of US Government securities at beginning of year	2011-05-31	$0
Net investment gain or loss from common/collective trusts	2011-05-31	$1,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,065,621
Employer contributions (assets) at end of year	2011-05-31	$0
Employer contributions (assets) at beginning of year	2011-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$29,109
Asset. Corporate debt instrument preferred debt at end of year	2011-05-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-05-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-05-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-05-31	$0
Contract administrator fees	2011-05-31	$145
Assets. Corporate common stocks other than exployer securities at end of year	2011-05-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-05-31	$0
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2011-05-31	431947695
2010 : SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$27,042
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$424,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$18,750
Value of total assets at end of year	2010-12-31	$3,624,113
Value of total assets at beginning of year	2010-12-31	$4,021,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$24,364
Total interest from all sources	2010-12-31	$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 year	2010-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2010-12-31	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-396,963
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,624,113
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,021,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$24,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$3,623,543
Value of interest in common/collective trusts at beginning of year	2010-12-31	$4,021,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$8,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$18,750
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,641
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$291
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2010-12-31	431947695
2009 : SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN

2011: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHWEST CATHOLIC HEALTH NETWORK RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWEST CATHOLIC HEALTH NETWORK
Employer identification number (EIN):	860527381
NAIC Classification:	622000
NAIC Description:	Hospitals