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Plan Name | BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BAPTIST HEALTH FOUNDATION OF SAN ANTONIO |
Employer identification number (EIN): | 352242678 |
NAIC Classification: | 561110 |
NAIC Description: | Office Administrative Services |
Additional information about BAPTIST HEALTH FOUNDATION OF SAN ANTONIO
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-09-16 |
Company Identification Number: | 0800390436 |
Legal Registered Office Address: |
750 E MULBERRY AVE STE 325 SAN ANTONIO United States of America (USA) 78212 |
More information about BAPTIST HEALTH FOUNDATION OF SAN ANTONIO
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | LIZ ETEMADI | |||
001 | 2011-01-01 | LIZ ETEMADI | |||
001 | 2010-01-01 | LIZ ETEMADI | |||
001 | 2009-01-01 | LIZ ETEMADI | |||
001 | 2009-01-01 | LIZ ETEMADI | |||
001 | 2009-01-01 | LIZ ETEMADI |
Measure | Date | Value |
---|---|---|
2012: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,207 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,207 |
Total of all active and inactive participants | 2011-01-01 | 2,212 |
Total participants | 2011-01-01 | 2,212 |
Number of participants with account balances | 2011-01-01 | 2,212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,050 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2,369 |
Total of all active and inactive participants | 2010-01-01 | 2,374 |
Total participants | 2010-01-01 | 2,374 |
Number of participants with account balances | 2010-01-01 | 2,374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 175 |
Total of all active and inactive participants | 2009-01-01 | 182 |
Total participants | 2009-01-01 | 182 |
Number of participants with account balances | 2009-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,650,014 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $38,717,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $38,445,802 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $220,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $106,886 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $36,067,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $51,635 |
Total interest from all sources | 2012-12-31 | $125,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $77,296 |
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 | $-36,067,806 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,067,806 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,744,230 |
Interest on participant loans | 2012-12-31 | $125,589 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $18,323,576 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $34,052,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,417,539 |
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 | $29,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,392,899 |
Contract administrator fees | 2012-12-31 | $51,635 |
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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | RINALDO J. GONZALEZ, CPA |
Accountancy firm EIN | 2012-12-31 | 742433094 |
2011 : BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $727,929 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,132,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,908,598 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $223,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $93,269 |
Value of total assets at end of year | 2011-12-31 | $36,067,806 |
Value of total assets at beginning of year | 2011-12-31 | $39,472,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $-1 |
Total interest from all sources | 2011-12-31 | $124,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $66,401 |
Administrative expenses (other) incurred | 2011-12-31 | $-1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,404,518 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,067,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $39,472,324 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,744,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,299,124 |
Interest on participant loans | 2011-12-31 | $124,679 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $18,323,576 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $19,173,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $509,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $26,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,908,598 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RINALDO J. GONZALEZ, CPA |
Accountancy firm EIN | 2011-12-31 | 742433094 |
2010 : BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,120,180 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,410,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,410,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $585,367 |
Value of total assets at end of year | 2010-12-31 | $39,472,324 |
Value of total assets at beginning of year | 2010-12-31 | $39,762,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $28 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $28 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $86,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $468,344 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-290,070 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $39,472,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $39,762,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $19,173,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,373,931 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $20,299,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $19,388,463 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,534,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $30,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,410,222 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | RINALDO J. GONZALEZ, CPA |
Accountancy firm EIN | 2010-12-31 | 742433094 |
2009 : BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |