SCOTT & WHITE HEALTHCARE has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016 : SCOTT & WHITE MEDICAL PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-01-01 | $8,887,542 |
| Total plan liabilities at end of year | 2016-01-01 | $0 |
| Total plan liabilities at beginning of year | 2016-01-01 | $11,005,000 |
| Total plan assets at end of year | 2016-01-01 | $0 |
| Total plan assets at beginning of year | 2016-01-01 | $2,117,458 |
| Value of fidelity bond covering the plan | 2016-01-01 | $5,000,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-01 | $-8,887,542 |
| 2015 : SCOTT & WHITE MEDICAL PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,005,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,738,000 |
| Total income from all sources (including contributions) | 2015-12-31 | $131,259,682 |
| Total of all expenses incurred | 2015-12-31 | $135,589,257 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $135,589,257 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $131,259,682 |
| Value of total assets at end of year | 2015-12-31 | $2,117,458 |
| Value of total assets at beginning of year | 2015-12-31 | $1,180,033 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $42,439,773 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $5,266,999 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $121,389 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $65,627 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,996,069 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,114,406 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-4,329,575 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-8,887,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-4,557,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $88,819,909 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $130,322,258 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $11,005,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,738,000 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BKD, LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : SCOTT & WHITE MEDICAL PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,738,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,795,000 |
| Total income from all sources (including contributions) | 2014-12-31 | $87,755,062 |
| Total of all expenses incurred | 2014-12-31 | $87,365,363 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $87,365,363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $87,755,062 |
| Value of total assets at end of year | 2014-12-31 | $1,180,033 |
| Value of total assets at beginning of year | 2014-12-31 | $847,334 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $35,371,269 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $-57,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $65,627 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $131,224 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,114,406 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $716,110 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $389,699 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-4,557,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-4,947,666 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $52,383,793 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $87,422,363 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,738,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $5,795,000 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BKD, LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : SCOTT & WHITE MEDICAL PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,795,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,568,336 |
| Total income from all sources (including contributions) | 2013-12-31 | $75,367,296 |
| Total of all expenses incurred | 2013-12-31 | $76,004,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $76,004,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $75,367,296 |
| Value of total assets at end of year | 2013-12-31 | $847,334 |
| Value of total assets at beginning of year | 2013-12-31 | $258,325 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $31,369,454 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $1,226,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $131,224 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $125,687 |
| Total non interest bearing cash at end of year | 2013-12-31 | $716,110 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $132,638 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-637,655 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-4,947,666 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-4,310,011 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $43,997,842 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $74,778,287 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $5,795,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $4,568,336 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : SCOTT & WHITE MEDICAL PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,568,336 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,842,499 |
| Total income from all sources (including contributions) | 2012-12-31 | $62,807,452 |
| Total of all expenses incurred | 2012-12-31 | $62,641,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $62,641,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $62,807,452 |
| Value of total assets at end of year | 2012-12-31 | $258,325 |
| Value of total assets at beginning of year | 2012-12-31 | $366,078 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $22,031,232 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $-274,164 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $125,687 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $215,930 |
| Total non interest bearing cash at end of year | 2012-12-31 | $132,638 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $150,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $166,410 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-4,310,011 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-4,476,421 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $40,776,220 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $62,915,206 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $4,568,336 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $4,842,499 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | LOTT, VERNON & COMPANY, P.C. |
| Accountancy firm EIN | 2012-12-31 | 742484378 |
