401k Plan data: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN plan

TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN
Plan identification number	003

TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

TEXAS MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: TEXAS MEDICAL CENTER

Employer identification number (EIN): 741030788

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about TEXAS MEDICAL CENTER

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1945-11-01

Company Identification Number: 0008497701

Legal Registered Office Address: 2450 HOLCOMBE BLVD STE 1

HOUSTON
United States of America (USA)
77021

More information about TEXAS MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01 DENISE CASTILLO-RHODES 2022-10-10
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DENISE CASTILLO-RHODES
003 2016-01-01 DENISE CASTILLO-RHODES

Plan Statistics for TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN

Measure Date Value
2022: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 54
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 89
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 88
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 102
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 100
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 203
Number of participants with account balances 2017-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 144
Number of participants with account balances 2016-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	54
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	89
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	88
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	100
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	203
Number of participants with account balances	2017-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	144
Number of participants with account balances	2016-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-351,998
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$977,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$974,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,796,774
Value of total assets at end of year	2022-12-31	$11,311,474
Value of total assets at beginning of year	2022-12-31	$12,640,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,145
Total interest from all sources	2022-12-31	$8,869
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$507,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$507,891
Administrative expenses professional fees incurred	2022-12-31	$3,145
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,044,314
Participant contributions at end of year	2022-12-31	$156,437
Participant contributions at beginning of year	2022-12-31	$108,868
Total non interest bearing cash at end of year	2022-12-31	$323
Total non interest bearing cash at beginning of year	2022-12-31	$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,329,242
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,311,474
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,640,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,131,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,018,106
Interest on participant loans	2022-12-31	$8,869
Value of interest in common/collective trusts at end of year	2022-12-31	$1,023,069
Value of interest in common/collective trusts at beginning of year	2022-12-31	$513,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,683,424
Net investment gain or loss from common/collective trusts	2022-12-31	$17,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$752,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$974,099
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,182,548
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,174,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,171,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,645,159
Value of total assets at end of year	2021-12-31	$12,640,716
Value of total assets at beginning of year	2021-12-31	$10,632,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,958
Total interest from all sources	2021-12-31	$7,323
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$589,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$589,738
Administrative expenses professional fees incurred	2021-12-31	$2,958
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$658,098
Participant contributions at end of year	2021-12-31	$108,868
Participant contributions at beginning of year	2021-12-31	$139,768
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$35,439
Total non interest bearing cash at end of year	2021-12-31	$264
Total non interest bearing cash at beginning of year	2021-12-31	$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,008,128
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,640,716
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,632,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,018,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,085,750
Interest on participant loans	2021-12-31	$7,323
Value of interest in common/collective trusts at end of year	2021-12-31	$513,478
Value of interest in common/collective trusts at beginning of year	2021-12-31	$406,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$932,071
Net investment gain or loss from common/collective trusts	2021-12-31	$8,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$951,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,171,462
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2021-12-31	560574444
2020 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,299,379
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,066,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,062,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,647,744
Value of total assets at end of year	2020-12-31	$10,632,588
Value of total assets at beginning of year	2020-12-31	$8,400,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,462
Total interest from all sources	2020-12-31	$9,037
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$331,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$331,722
Administrative expenses professional fees incurred	2020-12-31	$4,462
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$603,102
Participant contributions at end of year	2020-12-31	$139,768
Participant contributions at beginning of year	2020-12-31	$144,799
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$112,039
Total non interest bearing cash at end of year	2020-12-31	$209
Total non interest bearing cash at beginning of year	2020-12-31	$749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,232,496
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,632,588
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,400,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,085,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,918,914
Interest on participant loans	2020-12-31	$9,037
Value of interest in common/collective trusts at end of year	2020-12-31	$406,861
Value of interest in common/collective trusts at beginning of year	2020-12-31	$335,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,301,800
Net investment gain or loss from common/collective trusts	2020-12-31	$9,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$932,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,062,421
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2020-12-31	560574444
2019 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$3,178,841
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,243,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,239,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,737,237
Value of total assets at end of year	2019-12-31	$8,400,092
Value of total assets at beginning of year	2019-12-31	$6,465,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,202
Total interest from all sources	2019-12-31	$9,903
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$307,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$307,472
Administrative expenses professional fees incurred	2019-12-31	$4,202
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$819,298
Participant contributions at end of year	2019-12-31	$144,799
Participant contributions at beginning of year	2019-12-31	$138,502
Total non interest bearing cash at end of year	2019-12-31	$749
Total non interest bearing cash at beginning of year	2019-12-31	$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,935,078
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,400,092
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,465,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,918,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,954,410
Interest on participant loans	2019-12-31	$9,903
Value of interest in common/collective trusts at end of year	2019-12-31	$335,630
Value of interest in common/collective trusts at beginning of year	2019-12-31	$371,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,124,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$917,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,239,561
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2019-12-31	743001153
2018 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,586,646
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$874,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$868,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,952,226
Value of total assets at end of year	2018-12-31	$6,465,014
Value of total assets at beginning of year	2018-12-31	$5,752,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,887
Total interest from all sources	2018-12-31	$7,579
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$322,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$322,829
Administrative expenses professional fees incurred	2018-12-31	$5,887
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$615,788
Participant contributions at end of year	2018-12-31	$138,502
Participant contributions at beginning of year	2018-12-31	$98,311
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$398,954
Total non interest bearing cash at end of year	2018-12-31	$439
Total non interest bearing cash at beginning of year	2018-12-31	$53,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$712,226
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,465,014
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,752,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,954,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,455,330
Interest on participant loans	2018-12-31	$7,579
Value of interest in common/collective trusts at end of year	2018-12-31	$371,663
Value of interest in common/collective trusts at beginning of year	2018-12-31	$145,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-698,721
Net investment gain or loss from common/collective trusts	2018-12-31	$2,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$937,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$868,533
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2018-12-31	743001153
2017 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$-50
Total income from all sources (including contributions)	2017-12-31	$4,082,914
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$211,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$210,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,447,801
Value of total assets at end of year	2017-12-31	$5,752,788
Value of total assets at beginning of year	2017-12-31	$1,881,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$565
Total interest from all sources	2017-12-31	$3,751
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$186,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$186,674
Administrative expenses professional fees incurred	2017-12-31	$565
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$825,003
Participant contributions at end of year	2017-12-31	$98,311
Participant contributions at beginning of year	2017-12-31	$44,500
Participant contributions at beginning of year	2017-12-31	$15,345
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,387,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$-50
Other income not declared elsewhere	2017-12-31	$54,485
Total non interest bearing cash at end of year	2017-12-31	$53,419
Total non interest bearing cash at beginning of year	2017-12-31	$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,871,550
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,752,788
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,881,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,455,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,701,128
Interest on participant loans	2017-12-31	$3,751
Value of interest in common/collective trusts at end of year	2017-12-31	$145,728
Value of interest in common/collective trusts at beginning of year	2017-12-31	$36,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$388,821
Net investment gain or loss from common/collective trusts	2017-12-31	$1,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,235,646
Employer contributions (assets) at beginning of year	2017-12-31	$82,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$210,799
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2017-12-31	743001153
2016 : TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$-50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,989,316
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$108,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$105,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,887,547
Value of total assets at end of year	2016-12-31	$1,881,188
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,394
Total interest from all sources	2016-12-31	$1,503
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$47,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$47,504
Administrative expenses professional fees incurred	2016-12-31	$2,394
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$539,921
Participant contributions at end of year	2016-12-31	$44,500
Participant contributions at end of year	2016-12-31	$15,345
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$345,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$-50
Other income not declared elsewhere	2016-12-31	$549
Total non interest bearing cash at end of year	2016-12-31	$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,881,238
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,881,238
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,701,128
Interest on participant loans	2016-12-31	$1,503
Value of interest in common/collective trusts at end of year	2016-12-31	$36,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$51,826
Net investment gain or loss from common/collective trusts	2016-12-31	$387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,002,230
Employer contributions (assets) at end of year	2016-12-31	$82,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$105,684
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2016-12-31	743001153

Form 5500 Responses for TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN

2022: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TEXAS MEDICAL CENTER
Employer identification number (EIN):	741030788
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1945-11-01
Company Identification Number:	0008497701
Legal Registered Office Address:	2450 HOLCOMBE BLVD STE 1 HOUSTON United States of America (USA) 77021

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2021-01-01	DENISE CASTILLO-RHODES	2022-10-10
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	DENISE CASTILLO-RHODES
003	2016-01-01	DENISE CASTILLO-RHODES