401k Plan data: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN plan

TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 401k Plan overview

Plan Name	TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN
Plan identification number	002

TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: TEXAS MEDICAL LIABILITY TRUST

Employer identification number (EIN): 742002140

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 VINCENT KASCH
002 2016-01-01 VINCENT KASCH
002 2015-01-01 VINCENT KASCH
002 2014-01-01 VINCENT KASCH
002 2013-01-01 VINCENT KASCH
002 2012-01-01 VINCENT KASCH
002 2011-01-01 VINCENT KASCH
002 2009-01-01 BOBBY FIELDS BOBBY FIELDS 2010-10-12

Plan Statistics for TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

401k plan membership statisitcs for TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

Measure Date Value
2022: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 172
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 39
Total of all active and inactive participants 2022-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 169
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 33
Total of all active and inactive participants 2021-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 203
Number of participants with account balances 2021-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
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 34
Total of all active and inactive participants 2020-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 205
Number of participants with account balances 2020-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 165
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 225
Number of participants with account balances 2019-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 166
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 225
Number of participants with account balances 2018-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 161
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 70
Total of all active and inactive participants 2017-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 235
Number of participants with account balances 2017-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 162
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 235
Number of participants with account balances 2016-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 160
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 71
Total of all active and inactive participants 2015-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 231
Number of participants with account balances 2015-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 160
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 73
Total of all active and inactive participants 2014-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 233
Number of participants with account balances 2014-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 172
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 54
Total of all active and inactive participants 2013-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 226
Number of participants with account balances 2013-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
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 51
Total of all active and inactive participants 2012-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 199
Number of participants with account balances 2012-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 144
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 49
Total of all active and inactive participants 2011-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 193
Number of participants with account balances 2011-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 186
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 188
Number of participants with account balances 2009-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	172
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	39
Total of all active and inactive participants	2022-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	169
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	33
Total of all active and inactive participants	2021-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	203
Number of participants with account balances	2021-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
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	34
Total of all active and inactive participants	2020-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	205
Number of participants with account balances	2020-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	165
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	225
Number of participants with account balances	2019-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	166
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	225
Number of participants with account balances	2018-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	161
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	70
Total of all active and inactive participants	2017-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	235
Number of participants with account balances	2017-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	162
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	235
Number of participants with account balances	2016-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	71
Total of all active and inactive participants	2015-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	231
Number of participants with account balances	2015-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	160
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	73
Total of all active and inactive participants	2014-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	233
Number of participants with account balances	2014-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	172
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	54
Total of all active and inactive participants	2013-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	226
Number of participants with account balances	2013-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
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	51
Total of all active and inactive participants	2012-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	199
Number of participants with account balances	2012-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	144
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	49
Total of all active and inactive participants	2011-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	193
Number of participants with account balances	2011-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	186
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	188
Number of participants with account balances	2009-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

Measure	Date	Value
2022 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$-5,545,438
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,435,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,326,384
Value of total corrective distributions	2022-12-31	$1,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,972,316
Value of total assets at end of year	2022-12-31	$44,484,192
Value of total assets at beginning of year	2022-12-31	$53,465,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,213
Total interest from all sources	2022-12-31	$26,223
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,517,795
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	$1,517,795
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$1,264,938
Participant contributions at end of year	2022-12-31	$617,355
Participant contributions at beginning of year	2022-12-31	$481,093
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,183,587
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,707,503
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,959
Other income not declared elsewhere	2022-12-31	$-607,161
Administrative expenses (other) incurred	2022-12-31	$46,861
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	$-8,981,330
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$44,484,192
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$53,465,522
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
Investment advisory and management fees	2022-12-31	$61,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$38,793,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$47,707,802
Interest on participant loans	2022-12-31	$26,223
Value of interest in common/collective trusts at end of year	2022-12-31	$2,989,514
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,748,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,502,906
Net investment gain or loss from common/collective trusts	2022-12-31	$48,295
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	$1,694,419
Employer contributions (assets) at end of year	2022-12-31	$899,908
Employer contributions (assets) at beginning of year	2022-12-31	$820,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,326,384
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2022-12-31	742859143
2021 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$9,335,331
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,257,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,135,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,871,191
Value of total assets at end of year	2021-12-31	$53,465,522
Value of total assets at beginning of year	2021-12-31	$51,388,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$122,248
Total interest from all sources	2021-12-31	$23,847
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,513,270
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	$1,513,270
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$1,212,353
Participant contributions at end of year	2021-12-31	$481,093
Participant contributions at beginning of year	2021-12-31	$405,269
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,707,503
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,255,408
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$75,124
Other income not declared elsewhere	2021-12-31	$336,826
Administrative expenses (other) incurred	2021-12-31	$48,727
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	$2,077,442
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$53,465,522
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$51,388,080
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
Investment advisory and management fees	2021-12-31	$73,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$47,707,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$45,402,787
Interest on participant loans	2021-12-31	$23,847
Value of interest in common/collective trusts at end of year	2021-12-31	$2,748,338
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,969,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,546,437
Net investment gain or loss from common/collective trusts	2021-12-31	$43,760
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	$1,583,714
Employer contributions (assets) at end of year	2021-12-31	$820,786
Employer contributions (assets) at beginning of year	2021-12-31	$355,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,135,641
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2021-12-31	742859143
2020 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$8,240,522
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,273,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,204,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,655,462
Value of total assets at end of year	2020-12-31	$51,388,080
Value of total assets at beginning of year	2020-12-31	$47,420,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$68,994
Total interest from all sources	2020-12-31	$24,502
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,414,973
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	$1,414,973
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$1,131,404
Participant contributions at end of year	2020-12-31	$405,269
Participant contributions at beginning of year	2020-12-31	$361,537
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,255,408
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$433,948
Other income not declared elsewhere	2020-12-31	$242,669
Administrative expenses (other) incurred	2020-12-31	$27,116
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	$3,967,216
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$51,388,080
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,420,864
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
Investment advisory and management fees	2020-12-31	$41,878
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$45,402,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$43,839,202
Interest on participant loans	2020-12-31	$22,502
Value of interest in common/collective trusts at end of year	2020-12-31	$3,969,316
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,678,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,836,533
Net investment gain or loss from common/collective trusts	2020-12-31	$66,383
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	$1,090,110
Employer contributions (assets) at end of year	2020-12-31	$355,300
Employer contributions (assets) at beginning of year	2020-12-31	$541,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,204,312
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	2020-12-31	Yes
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2020-12-31	742859143
2019 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$10,796,506
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,519,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,485,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,783,515
Value of total assets at end of year	2019-12-31	$47,420,864
Value of total assets at beginning of year	2019-12-31	$39,143,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,900
Total interest from all sources	2019-12-31	$25,515
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
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	$1,080,116
Participant contributions at end of year	2019-12-31	$361,537
Participant contributions at beginning of year	2019-12-31	$460,122
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$456,725
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	$8,276,873
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,420,864
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,143,991
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	$43,839,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,224,331
Interest on participant loans	2019-12-31	$25,515
Value of interest in common/collective trusts at end of year	2019-12-31	$2,678,752
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,831,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,938,590
Net investment gain or loss from common/collective trusts	2019-12-31	$48,886
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	$1,246,674
Employer contributions (assets) at end of year	2019-12-31	$541,373
Employer contributions (assets) at beginning of year	2019-12-31	$627,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,485,733
Contract administrator fees	2019-12-31	$33,900
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2019-12-31	742859143
2018 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$-387,489
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,920,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,871,663
Value of total corrective distributions	2018-12-31	$19,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,377,184
Value of total assets at end of year	2018-12-31	$39,143,991
Value of total assets at beginning of year	2018-12-31	$41,452,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,450
Total interest from all sources	2018-12-31	$24,768
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
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	$1,065,007
Participant contributions at end of year	2018-12-31	$460,122
Participant contributions at beginning of year	2018-12-31	$430,292
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,512
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	$-2,308,082
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,143,991
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$41,452,073
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	$35,224,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,816,295
Interest on participant loans	2018-12-31	$24,768
Value of interest in common/collective trusts at end of year	2018-12-31	$2,831,626
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,404,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,830,024
Net investment gain or loss from common/collective trusts	2018-12-31	$40,583
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	$1,306,665
Employer contributions (assets) at end of year	2018-12-31	$627,912
Employer contributions (assets) at beginning of year	2018-12-31	$801,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,871,663
Contract administrator fees	2018-12-31	$29,450
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2018-12-31	742859143
2017 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$0
Total income from all sources (including contributions)	2017-12-31	$7,564,116
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,875,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,822,537
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,371
Value of total corrective distributions	2017-12-31	$16,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,424,342
Value of total assets at end of year	2017-12-31	$41,452,073
Value of total assets at beginning of year	2017-12-31	$35,763,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,154
Total interest from all sources	2017-12-31	$25,898
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$981,848
Participant contributions at end of year	2017-12-31	$430,292
Participant contributions at beginning of year	2017-12-31	$486,121
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,386
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	$5,688,440
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$41,452,073
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,763,633
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	$36,816,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$30,963,440
Interest on participant loans	2017-12-31	$25,898
Value of interest in common/collective trusts at end of year	2017-12-31	$3,404,221
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,551,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,071,346
Net investment gain or loss from common/collective trusts	2017-12-31	$42,530
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	$1,418,108
Employer contributions (assets) at end of year	2017-12-31	$801,265
Employer contributions (assets) at beginning of year	2017-12-31	$762,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,822,537
Contract administrator fees	2017-12-31	$25,154
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2017-12-31	742859143
2016 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$0
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	$4,317,804
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$600,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$551,124
Expenses. Certain deemed distributions of participant loans	2016-12-31	$13,006
Value of total corrective distributions	2016-12-31	$11,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,330,538
Value of total assets at end of year	2016-12-31	$35,763,633
Value of total assets at beginning of year	2016-12-31	$32,046,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,109
Total interest from all sources	2016-12-31	$25,593
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$946,895
Participant contributions at end of year	2016-12-31	$486,121
Participant contributions at beginning of year	2016-12-31	$474,362
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$15,883
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	$3,716,855
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$35,763,633
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$32,046,778
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	$30,963,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,748,122
Interest on participant loans	2016-12-31	$25,593
Value of interest in common/collective trusts at end of year	2016-12-31	$3,551,564
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,929,548
Net investment gain or loss from common/collective trusts	2016-12-31	$32,125
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	$1,367,760
Employer contributions (assets) at end of year	2016-12-31	$762,508
Employer contributions (assets) at beginning of year	2016-12-31	$824,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$551,124
Contract administrator fees	2016-12-31	$25,109
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	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2016-12-31	742859143
2015 : TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,407,514
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$630,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$533,449
Expenses. Certain deemed distributions of participant loans	2015-12-31	$47,382
Value of total corrective distributions	2015-12-31	$21,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,390,610
Value of total assets at end of year	2015-12-31	$32,046,778
Value of total assets at beginning of year	2015-12-31	$31,270,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,918
Total interest from all sources	2015-12-31	$21,399
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$968,939
Participant contributions at end of year	2015-12-31	$474,362
Participant contributions at beginning of year	2015-12-31	$397,958
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,933
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	$776,625
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$32,046,778
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,270,153
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$30,748,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$30,036,905
Interest on participant loans	2015-12-31	$21,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,004,495
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	$1,416,738
Employer contributions (assets) at end of year	2015-12-31	$824,294
Employer contributions (assets) at beginning of year	2015-12-31	$835,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$533,449
Contract administrator fees	2015-12-31	$28,918
Did the plan have assets held for investment	2015-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2015-12-31	742859143
2014 : TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,360,834
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,345,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,308,395
Value of total corrective distributions	2014-12-31	$3,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,456,433
Value of total assets at end of year	2014-12-31	$31,270,153
Value of total assets at beginning of year	2014-12-31	$32,254,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,155
Total interest from all sources	2014-12-31	$18,442
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$989,428
Participant contributions at end of year	2014-12-31	$397,958
Participant contributions at beginning of year	2014-12-31	$394,163
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$953
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	$-984,239
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,270,153
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,254,392
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$30,036,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$31,022,081
Interest on participant loans	2014-12-31	$18,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$885,959
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	$1,466,052
Employer contributions (assets) at end of year	2014-12-31	$835,290
Employer contributions (assets) at beginning of year	2014-12-31	$838,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,308,395
Contract administrator fees	2014-12-31	$33,155
Did the plan have assets held for investment	2014-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN	2014-12-31	742859143
2013 : TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$722,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,369,092
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,772,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,728,685
Value of total corrective distributions	2013-12-31	$14,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,716,641
Value of total assets at end of year	2013-12-31	$32,254,392
Value of total assets at beginning of year	2013-12-31	$27,935,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,520
Total interest from all sources	2013-12-31	$16,585
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,236,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,236,732
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,051,013
Participant contributions at end of year	2013-12-31	$394,163
Participant contributions at beginning of year	2013-12-31	$405,834
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$22,250
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$155,225
Other income not declared elsewhere	2013-12-31	$564
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	$3,596,501
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,254,392
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,935,655
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
Investment advisory and management fees	2013-12-31	$26,474
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$31,022,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$26,763,825
Interest on participant loans	2013-12-31	$16,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,398,570
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$1,510,403
Employer contributions (assets) at end of year	2013-12-31	$838,148
Employer contributions (assets) at beginning of year	2013-12-31	$743,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,728,685
Contract administrator fees	2013-12-31	$3,046
Did the plan have assets held for investment	2013-12-31	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	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	BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN	2013-12-31	742617174
2012 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$4,860,199
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,312,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,268,637
Value of total corrective distributions	2012-12-31	$10,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,177,412
Value of total assets at end of year	2012-12-31	$27,935,655
Value of total assets at beginning of year	2012-12-31	$27,387,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,756
Total interest from all sources	2012-12-31	$15,569
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$594,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$594,186
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$849,356
Participant contributions at end of year	2012-12-31	$405,834
Participant contributions at beginning of year	2012-12-31	$365,759
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$22,250
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$19,122
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$36,580
Other income not declared elsewhere	2012-12-31	$3,128
Administrative expenses (other) incurred	2012-12-31	$2,177
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	$547,889
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,935,655
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,387,766
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
Investment advisory and management fees	2012-12-31	$24,124
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$26,763,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$26,061,938
Interest on participant loans	2012-12-31	$15,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,069,904
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
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$1,291,476
Employer contributions (assets) at end of year	2012-12-31	$743,746
Employer contributions (assets) at beginning of year	2012-12-31	$940,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,268,637
Contract administrator fees	2012-12-31	$6,455
Did the plan have assets held for investment	2012-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN	2012-12-31	742617174
2011 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$2,270,460
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,130,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,096,015
Value of total corrective distributions	2011-12-31	$4,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,813,256
Value of total assets at end of year	2011-12-31	$27,387,766
Value of total assets at beginning of year	2011-12-31	$27,247,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,464
Total interest from all sources	2011-12-31	$15,777
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$711,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$711,923
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$1,064,266
Participant contributions at end of year	2011-12-31	$365,759
Participant contributions at beginning of year	2011-12-31	$327,960
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$19,122
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$15,622
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$134,763
Other income not declared elsewhere	2011-12-31	$3,500
Administrative expenses (other) incurred	2011-12-31	$4,354
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	$140,137
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,387,766
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,247,629
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
Investment advisory and management fees	2011-12-31	$20,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$26,061,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$25,973,576
Interest on participant loans	2011-12-31	$15,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,273,996
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	$1,614,227
Employer contributions (assets) at end of year	2011-12-31	$940,947
Employer contributions (assets) at beginning of year	2011-12-31	$930,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,096,015
Contract administrator fees	2011-12-31	$4,395
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	BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN	2011-12-31	742617174
2010 : TEXAS MEDICAL LIABILITY TRUST 401(K) 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	$5,945,073
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,690,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,668,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,707,694
Value of total assets at end of year	2010-12-31	$27,247,629
Value of total assets at beginning of year	2010-12-31	$22,993,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,254
Total interest from all sources	2010-12-31	$15,075
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$383,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$383,892
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$1,065,333
Participant contributions at end of year	2010-12-31	$327,960
Participant contributions at beginning of year	2010-12-31	$220,487
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$2,150
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$15,622
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$118,008
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$27,209
Other income not declared elsewhere	2010-12-31	$4,445
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	$4,254,217
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,247,629
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,993,412
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
Investment advisory and management fees	2010-12-31	$18,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$25,973,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$22,516,406
Interest on participant loans	2010-12-31	$15,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,833,967
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	$1,615,152
Employer contributions (assets) at end of year	2010-12-31	$930,471
Employer contributions (assets) at beginning of year	2010-12-31	$136,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,668,602
Contract administrator fees	2010-12-31	$3,803
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	BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN	2010-12-31	742617174

Form 5500 Responses for TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

2022: TEXAS MEDICAL LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) 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 LIABILITY TRUST 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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
2015: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEXAS MEDICAL LIABILITY TRUST 401(K) 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	No
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEXAS MEDICAL LIABILITY TRUST 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TEXAS MEDICAL LIABILITY TRUST 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )

Policy contract number

H1506

Policy instance

Insurance contract or identification number	H1506
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $116
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $116
Insurance broker organization code?	3
Insurance broker name	BRUCE RICE

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )

Policy contract number

H1506

Policy instance

Insurance contract or identification number	H1506
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $207
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TEXAS MEDICAL LIABILITY TRUST
Employer identification number (EIN):	742002140
NAIC Classification:	524150