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METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMETHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN
Plan identification number 004

METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

USC ARCADIA HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:USC ARCADIA HOSPITAL
Employer identification number (EIN):951643336
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about USC ARCADIA HOSPITAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0070168

More information about USC ARCADIA HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042018-01-01
0042017-01-01DAVID DONALDSON
0042017-01-01DAVID DONALDSON
0042016-01-01GWEN CHAMBERS
0042015-01-01GWEN CHAMBERS
0042014-01-01GWEN CHAMBERS
0042013-01-01WILLIAM BUDZINSKI
0042012-01-01WILLIAM BUDZINSKI
0042011-01-01WILLIAM BUDZINSKI
0042010-01-01JILL UNDERWOOD
0042009-01-01JILL UNDERWOOD

Plan Statistics for METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,138
Total number of active participants reported on line 7a of the Form 55002022-01-011,848
Number of retired or separated participants receiving benefits2022-01-01105
Number of other retired or separated participants entitled to future benefits2022-01-01439
Total of all active and inactive participants2022-01-012,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,392
Number of participants with account balances2022-01-011,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,140
Total number of active participants reported on line 7a of the Form 55002021-01-011,475
Number of retired or separated participants receiving benefits2021-01-01125
Number of other retired or separated participants entitled to future benefits2021-01-01541
Total of all active and inactive participants2021-01-012,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,141
Number of participants with account balances2021-01-011,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,364
Total number of active participants reported on line 7a of the Form 55002020-01-011,618
Number of retired or separated participants receiving benefits2020-01-01114
Number of other retired or separated participants entitled to future benefits2020-01-01462
Total of all active and inactive participants2020-01-012,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,194
Number of participants with account balances2020-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,341
Total number of active participants reported on line 7a of the Form 55002019-01-011,727
Number of retired or separated participants receiving benefits2019-01-01133
Number of other retired or separated participants entitled to future benefits2019-01-01479
Total of all active and inactive participants2019-01-012,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,339
Number of participants with account balances2019-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,677
Total number of active participants reported on line 7a of the Form 55002018-01-011,828
Number of retired or separated participants receiving benefits2018-01-01108
Number of other retired or separated participants entitled to future benefits2018-01-01436
Total of all active and inactive participants2018-01-012,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,372
Number of participants with account balances2018-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,599
Total number of active participants reported on line 7a of the Form 55002017-01-011,819
Number of retired or separated participants receiving benefits2017-01-0188
Number of other retired or separated participants entitled to future benefits2017-01-01769
Total of all active and inactive participants2017-01-012,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,676
Number of participants with account balances2017-01-012,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,589
Total number of active participants reported on line 7a of the Form 55002016-01-011,867
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-01689
Total of all active and inactive participants2016-01-012,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-012,599
Number of participants with account balances2016-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,599
Total number of active participants reported on line 7a of the Form 55002015-01-011,916
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-01642
Total of all active and inactive participants2015-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,589
Number of participants with account balances2015-01-012,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,152
Total number of active participants reported on line 7a of the Form 55002014-01-011,982
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-01583
Total of all active and inactive participants2014-01-012,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,588
Number of participants with account balances2014-01-012,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,549
Total number of active participants reported on line 7a of the Form 55002013-01-011,567
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01567
Total of all active and inactive participants2013-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,152
Number of participants with account balances2013-01-012,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,453
Total number of active participants reported on line 7a of the Form 55002012-01-012,048
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01485
Total of all active and inactive participants2012-01-012,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,549
Number of participants with account balances2012-01-012,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,466
Total number of active participants reported on line 7a of the Form 55002011-01-012,006
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01436
Total of all active and inactive participants2011-01-012,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,453
Number of participants with account balances2011-01-012,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,359
Total number of active participants reported on line 7a of the Form 55002010-01-012,086
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01373
Total of all active and inactive participants2010-01-012,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-012,466
Number of participants with account balances2010-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,187
Total number of active participants reported on line 7a of the Form 55002009-01-011,951
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01401
Total of all active and inactive participants2009-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,359
Number of participants with account balances2009-01-012,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,321,127
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,995,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,506,467
Expenses. Certain deemed distributions of participant loans2022-12-31$53,369
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,605,415
Value of total assets at end of year2022-12-31$163,204,456
Value of total assets at beginning of year2022-12-31$199,520,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$435,252
Total interest from all sources2022-12-31$11,485
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,801,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,801,687
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,244,592
Participant contributions at end of year2022-12-31$142,205
Participant contributions at beginning of year2022-12-31$312,191
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$263,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,316,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,204,456
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$199,520,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$136,637,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$173,920,028
Interest on participant loans2022-12-31$9,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$136,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$152,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$152,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,287,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,136,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,739,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,097,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,506,467
Contract administrator fees2022-12-31$435,252
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$35,749,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,488,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,979,984
Expenses. Certain deemed distributions of participant loans2021-12-31$22,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,258,801
Value of total assets at end of year2021-12-31$199,520,671
Value of total assets at beginning of year2021-12-31$185,259,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$485,767
Total interest from all sources2021-12-31$17,557
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,704,689
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,704,689
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,893,237
Participant contributions at end of year2021-12-31$312,191
Participant contributions at beginning of year2021-12-31$443,809
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$309,976
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$19,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,261,302
Value of net assets at end of year (total assets less liabilities)2021-12-31$199,520,671
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$185,259,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$330,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$173,920,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$159,995,365
Interest on participant loans2021-12-31$17,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$152,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$330,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$330,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,136,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,470,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,768,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,055,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,979,984
Contract administrator fees2021-12-31$155,364
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$32,136,949
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,643,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,018,924
Expenses. Certain deemed distributions of participant loans2020-12-31$8,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,578,064
Value of total assets at end of year2020-12-31$185,259,369
Value of total assets at beginning of year2020-12-31$166,766,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$616,424
Total interest from all sources2020-12-31$652,296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,816,496
Participant contributions at end of year2020-12-31$443,809
Participant contributions at beginning of year2020-12-31$657,169
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$757,610
Total non interest bearing cash at end of year2020-12-31$19,244
Total non interest bearing cash at beginning of year2020-12-31$6,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,493,107
Value of net assets at end of year (total assets less liabilities)2020-12-31$185,259,369
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,766,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$489,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$159,995,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$143,724,083
Interest on participant loans2020-12-31$34,140
Interest earned on other investments2020-12-31$618,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$330,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,470,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,377,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,906,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,003,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,018,924
Contract administrator fees2020-12-31$127,089
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$37,621,669
Total income from all sources (including contributions)2019-12-31$37,621,669
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,052,015
Total of all expenses incurred2019-12-31$14,052,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,371,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,371,018
Expenses. Certain deemed distributions of participant loans2019-12-31$289,197
Expenses. Certain deemed distributions of participant loans2019-12-31$289,197
Value of total corrective distributions2019-12-31$9,144
Value of total corrective distributions2019-12-31$9,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,934,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,934,807
Value of total assets at end of year2019-12-31$166,766,262
Value of total assets at end of year2019-12-31$166,766,262
Value of total assets at beginning of year2019-12-31$143,196,608
Value of total assets at beginning of year2019-12-31$143,196,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$382,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$382,656
Total interest from all sources2019-12-31$585,270
Total interest from all sources2019-12-31$585,270
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,031,425
Contributions received from participants2019-12-31$7,031,425
Participant contributions at end of year2019-12-31$657,169
Participant contributions at end of year2019-12-31$657,169
Participant contributions at beginning of year2019-12-31$1,301,991
Participant contributions at beginning of year2019-12-31$1,301,991
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,108
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$4,745
Other income not declared elsewhere2019-12-31$4,745
Total non interest bearing cash at end of year2019-12-31$6,876
Total non interest bearing cash at end of year2019-12-31$6,876
Total non interest bearing cash at beginning of year2019-12-31$1,204
Total non interest bearing cash at beginning of year2019-12-31$1,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,569,654
Value of net income/loss2019-12-31$23,569,654
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,766,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,766,262
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$143,196,608
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$143,196,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$135,892
Investment advisory and management fees2019-12-31$135,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,724,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,724,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$120,082,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$120,082,618
Interest on participant loans2019-12-31$54,763
Interest on participant loans2019-12-31$54,763
Interest earned on other investments2019-12-31$538,240
Interest earned on other investments2019-12-31$538,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$63,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$63,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$63,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$63,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-7,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-7,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,377,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,377,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,747,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,747,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,096,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,096,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,327,274
Contributions received in cash from employer2019-12-31$1,327,274
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,371,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,371,018
Contract administrator fees2019-12-31$246,764
Contract administrator fees2019-12-31$246,764
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm name2019-12-31HOTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
Accountancy firm EIN2019-12-31954345526
2018 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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$2,966,996
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$21,922,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,768,196
Expenses. Certain deemed distributions of participant loans2018-12-31$755,901
Value of total corrective distributions2018-12-31$2,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,015,025
Value of total assets at end of year2018-12-31$143,253,756
Value of total assets at beginning of year2018-12-31$162,209,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$395,955
Total interest from all sources2018-12-31$540,131
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,270,645
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,270,645
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
Contributions received from participants2018-12-31$7,170,685
Participant contributions at end of year2018-12-31$1,301,991
Participant contributions at beginning of year2018-12-31$2,337,814
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$134,724
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$451,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$533
Other income not declared elsewhere2018-12-31$16,602
Total non interest bearing cash at end of year2018-12-31$1,204
Total non interest bearing cash at beginning of year2018-12-31$487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,955,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$143,253,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$162,209,675
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
Investment advisory and management fees2018-12-31$127,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$120,082,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$137,113,175
Interest on participant loans2018-12-31$97,235
Interest earned on other investments2018-12-31$441,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$63,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$81,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$81,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,747,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,180,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,875,407
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$1,392,688
Employer contributions (assets) at end of year2018-12-31$56,615
Employer contributions (assets) at beginning of year2018-12-31$1,362,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,768,196
Contract administrator fees2018-12-31$268,828
Did the plan have assets held for investment2018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2018-12-31954345526
2017 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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$29,105,336
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,668,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,324,479
Expenses. Certain deemed distributions of participant loans2017-12-31$54,138
Value of total corrective distributions2017-12-31$1,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,216,187
Value of total assets at end of year2017-12-31$162,575,791
Value of total assets at beginning of year2017-12-31$149,138,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$288,284
Total interest from all sources2017-12-31$335,148
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,133,266
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,133,266
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
Contributions received from participants2017-12-31$7,322,220
Participant contributions at end of year2017-12-31$2,701,759
Participant contributions at beginning of year2017-12-31$2,646,133
Participant contributions at end of year2017-12-31$3,878
Assets. Other investments not covered elsewhere at end of year2017-12-31$134,724
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$968,236
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$531,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$372
Other income not declared elsewhere2017-12-31$65,918
Administrative expenses (other) incurred2017-12-31$23,482
Total non interest bearing cash at end of year2017-12-31$487
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$13,437,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$162,575,791
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,138,644
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
Investment advisory and management fees2017-12-31$127,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$137,113,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$120,299,002
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,465,942
Interest on participant loans2017-12-31$126,531
Interest earned on other investments2017-12-31$208,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$81,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,180,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$117,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,249,790
Net investment gain/loss from pooled separate accounts2017-12-31$105,027
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$1,362,154
Employer contributions (assets) at end of year2017-12-31$1,360,562
Employer contributions (assets) at beginning of year2017-12-31$641,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,324,479
Contract administrator fees2017-12-31$137,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$18,943,495
Total of all expenses incurred2016-12-31$14,377,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,116,559
Expenses. Certain deemed distributions of participant loans2016-12-31$113,052
Value of total corrective distributions2016-12-31$1,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,019,050
Value of total assets at end of year2016-12-31$149,138,645
Value of total assets at beginning of year2016-12-31$144,572,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$145,651
Total interest from all sources2016-12-31$140,480
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,889,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,889,431
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
Contributions received from participants2016-12-31$6,818,256
Participant contributions at end of year2016-12-31$2,646,134
Participant contributions at beginning of year2016-12-31$2,675,591
Assets. Other investments not covered elsewhere at end of year2016-12-31$968,236
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$958,616
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$543,753
Other income not declared elsewhere2016-12-31$-4,254
Administrative expenses (other) incurred2016-12-31$45,019
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$4,566,240
Value of net assets at end of year (total assets less liabilities)2016-12-31$149,138,645
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$144,572,405
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
Investment advisory and management fees2016-12-31$100,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$120,299,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$115,389,457
Value of interest in pooled separate accounts at end of year2016-12-31$24,465,942
Value of interest in pooled separate accounts at beginning of year2016-12-31$24,771,794
Interest on participant loans2016-12-31$140,454
Interest earned on other investments2016-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$117,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$91,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,644,587
Net investment gain/loss from pooled separate accounts2016-12-31$254,201
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$657,041
Employer contributions (assets) at end of year2016-12-31$641,764
Employer contributions (assets) at beginning of year2016-12-31$685,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,116,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,287,100
Total of all expenses incurred2015-12-31$13,243,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,013,857
Expenses. Certain deemed distributions of participant loans2015-12-31$159,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,430,026
Value of total assets at end of year2015-12-31$144,572,405
Value of total assets at beginning of year2015-12-31$150,528,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,484
Total interest from all sources2015-12-31$143,021
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,774,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,774,020
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
Contributions received from participants2015-12-31$7,138,088
Participant contributions at end of year2015-12-31$2,675,591
Participant contributions at beginning of year2015-12-31$3,061,701
Assets. Other investments not covered elsewhere at end of year2015-12-31$958,616
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$929,429
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$606,472
Other income not declared elsewhere2015-12-31$-9,873
Administrative expenses (other) incurred2015-12-31$50,484
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$29,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,956,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$144,572,405
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$150,528,965
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
Investment advisory and management fees2015-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$115,389,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$121,062,665
Value of interest in pooled separate accounts at end of year2015-12-31$24,771,794
Value of interest in pooled separate accounts at beginning of year2015-12-31$24,778,148
Interest on participant loans2015-12-31$143,020
Interest earned on other investments2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$91,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,308,312
Net investment gain/loss from pooled separate accounts2015-12-31$258,218
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$685,466
Employer contributions (assets) at end of year2015-12-31$685,466
Employer contributions (assets) at beginning of year2015-12-31$667,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,013,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,868,679
Total of all expenses incurred2014-12-31$9,586,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,313,941
Expenses. Certain deemed distributions of participant loans2014-12-31$147,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,060,191
Value of total assets at end of year2014-12-31$150,528,965
Value of total assets at beginning of year2014-12-31$142,246,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$124,872
Total interest from all sources2014-12-31$158,261
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,991,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,991,104
Administrative expenses professional fees incurred2014-12-31$20,703
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
Contributions received from participants2014-12-31$7,159,114
Participant contributions at end of year2014-12-31$3,061,701
Participant contributions at beginning of year2014-12-31$2,819,414
Assets. Other investments not covered elsewhere at end of year2014-12-31$929,429
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$699,436
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$233,538
Other income not declared elsewhere2014-12-31$25,053
Administrative expenses (other) incurred2014-12-31$54,169
Total non interest bearing cash at end of year2014-12-31$29,385
Total non interest bearing cash at beginning of year2014-12-31$287,314
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$8,282,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$150,528,965
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$142,246,836
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
Investment advisory and management fees2014-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$121,062,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$113,169,129
Value of interest in pooled separate accounts at end of year2014-12-31$24,778,148
Value of interest in pooled separate accounts at beginning of year2014-12-31$25,271,475
Interest on participant loans2014-12-31$158,260
Interest earned on other investments2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$98
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,381,275
Net investment gain/loss from pooled separate accounts2014-12-31$252,795
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$667,539
Employer contributions (assets) at end of year2014-12-31$667,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,313,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$29,068,242
Total of all expenses incurred2013-12-31$8,893,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,478,677
Expenses. Certain deemed distributions of participant loans2013-12-31$168,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,647,893
Value of total assets at end of year2013-12-31$142,246,836
Value of total assets at beginning of year2013-12-31$122,071,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$245,749
Total interest from all sources2013-12-31$146,892
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,226,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,226,523
Administrative expenses professional fees incurred2013-12-31$3,241
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
Contributions received from participants2013-12-31$6,540,229
Participant contributions at end of year2013-12-31$2,819,414
Participant contributions at beginning of year2013-12-31$2,695,893
Assets. Other investments not covered elsewhere at end of year2013-12-31$699,436
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$498,994
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$107,664
Other income not declared elsewhere2013-12-31$45,689
Administrative expenses (other) incurred2013-12-31$202,508
Total non interest bearing cash at end of year2013-12-31$287,314
Total non interest bearing cash at beginning of year2013-12-31$171,145
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$20,175,241
Value of net assets at end of year (total assets less liabilities)2013-12-31$142,246,836
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,071,595
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
Investment advisory and management fees2013-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$113,169,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$94,504,911
Value of interest in pooled separate accounts at end of year2013-12-31$25,271,475
Value of interest in pooled separate accounts at beginning of year2013-12-31$24,200,652
Interest on participant loans2013-12-31$146,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,719,686
Net investment gain/loss from pooled separate accounts2013-12-31$281,559
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,478,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$22,200,383
Total of all expenses incurred2012-12-31$7,492,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,175,518
Expenses. Certain deemed distributions of participant loans2012-12-31$304,785
Value of total corrective distributions2012-12-31$2,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,074,343
Value of total assets at end of year2012-12-31$122,071,595
Value of total assets at beginning of year2012-12-31$107,363,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,425
Total interest from all sources2012-12-31$146,541
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,702,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,702,683
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
Contributions received from participants2012-12-31$7,584,556
Participant contributions at end of year2012-12-31$2,695,893
Participant contributions at beginning of year2012-12-31$2,831,726
Assets. Other investments not covered elsewhere at end of year2012-12-31$498,994
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$443,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$571,871
Administrative expenses (other) incurred2012-12-31$9,425
Total non interest bearing cash at end of year2012-12-31$171,145
Total non interest bearing cash at beginning of year2012-12-31$78,925
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$14,708,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,071,595
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,363,493
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$94,504,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,468,139
Value of interest in pooled separate accounts at end of year2012-12-31$24,200,652
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,539,834
Interest on participant loans2012-12-31$146,535
Interest earned on other investments2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,972,644
Net investment gain/loss from pooled separate accounts2012-12-31$304,172
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$2,917,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,175,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$11,203,737
Total of all expenses incurred2011-12-31$6,188,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,895,302
Expenses. Certain deemed distributions of participant loans2011-12-31$282,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,949,884
Value of total assets at end of year2011-12-31$107,363,493
Value of total assets at beginning of year2011-12-31$102,348,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,050
Total interest from all sources2011-12-31$153,668
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,215,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,215,120
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
Contributions received from participants2011-12-31$7,901,145
Participant contributions at end of year2011-12-31$2,831,726
Participant contributions at beginning of year2011-12-31$2,760,942
Assets. Other investments not covered elsewhere at end of year2011-12-31$443,640
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$416,460
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$341,042
Other income not declared elsewhere2011-12-31$-15,884
Administrative expenses (other) incurred2011-12-31$11,050
Total non interest bearing cash at end of year2011-12-31$78,925
Total non interest bearing cash at beginning of year2011-12-31$27,743
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$5,015,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,363,493
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$102,348,426
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$81,468,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$78,955,614
Value of interest in pooled separate accounts at end of year2011-12-31$22,539,834
Value of interest in pooled separate accounts at beginning of year2011-12-31$20,187,320
Interest on participant loans2011-12-31$153,657
Interest earned on other investments2011-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,485,639
Net investment gain/loss from pooled separate accounts2011-12-31$386,588
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$3,707,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,895,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2011-12-31954345526
2010 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$21,251,955
Total of all expenses incurred2010-12-31$3,869,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,383,563
Expenses. Certain deemed distributions of participant loans2010-12-31$473,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,859,569
Value of total assets at end of year2010-12-31$102,348,426
Value of total assets at beginning of year2010-12-31$84,966,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,851
Total interest from all sources2010-12-31$259,237
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,263,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,263,972
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
Contributions received from participants2010-12-31$7,872,857
Participant contributions at end of year2010-12-31$2,760,942
Participant contributions at beginning of year2010-12-31$2,108,744
Participant contributions at beginning of year2010-12-31$290
Assets. Other investments not covered elsewhere at end of year2010-12-31$416,460
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$187,021
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$296,705
Other income not declared elsewhere2010-12-31$17,294
Administrative expenses (other) incurred2010-12-31$12,851
Total non interest bearing cash at end of year2010-12-31$27,743
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$17,382,191
Value of net assets at end of year (total assets less liabilities)2010-12-31$102,348,426
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$84,966,235
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$78,955,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,051,878
Value of interest in pooled separate accounts at end of year2010-12-31$20,187,320
Interest on participant loans2010-12-31$148,197
Interest earned on other investments2010-12-31$111,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,617,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,386,594
Net investment gain/loss from pooled separate accounts2010-12-31$465,289
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$3,690,007
Employer contributions (assets) at beginning of year2010-12-31$779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,383,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2010-12-31954345526
2009 : METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

2022: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 1
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered384
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 1
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered1569
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 1
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered1589
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 1
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered1648
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 1
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered1683
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTAO69111
Policy instance 1
Insurance contract or identification numberTAO69111
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-JY9F
Policy instance 2
Insurance contract or identification numberGAP-B2-JY9F
Number of Individuals Covered2071
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL

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