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METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameMETHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN
Plan identification number 001

METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

METHODIST HOSPITALS OF DALLAS has sponsored the creation of one or more 401k plans.

Company Name:METHODIST HOSPITALS OF DALLAS
Employer identification number (EIN):750800661
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about METHODIST HOSPITALS OF DALLAS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1935-04-18
Company Identification Number: 0006729301
Legal Registered Office Address: PO BOX 655999

DALLAS
United States of America (USA)
75265

More information about METHODIST HOSPITALS OF DALLAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERYL S. FLYNN2023-10-13
0012021-01-01CHERYL S. FLYNN2022-10-17
0012020-01-01CHERYL S. FLYNN2021-10-15
0012019-01-01CHERYL S. FLYNN2020-10-14
0012018-01-01CHERYL S. FLYNN2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CHERYL S. FLYNN
0012013-01-01CHERYL S. FLYNN
0012012-01-01CHERYL S. FLYNN
0012011-01-01DEANNA KENARD DEANNA KENARD2012-10-12
0012010-01-01JACKIE MIDDLETON JACKIE MIDDLETON2011-10-17
0012009-01-01JOHN LACY JOHN LACY2010-10-15
0012009-01-01JACKIE MIDDLETON JACKIE MIDDLETON2011-05-23

Plan Statistics for METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-315,336,186
Acturial value of plan assets2022-12-315,336,186
Funding target for retired participants and beneficiaries receiving payment2022-12-31989,989
Number of terminated vested participants2022-12-3137
Fundng target for terminated vested participants2022-12-311,350,933
Active participant vested funding target2022-12-312,029,197
Number of active participants2022-12-3162
Total funding liabilities for active participants2022-12-312,029,197
Total participant count2022-12-31132
Total funding target for all participants2022-12-314,370,119
Balance at beginning of prior year after applicable adjustments2022-12-31104,528
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31579,995
Amount remaining of carryover balance2022-12-31104,528
Amount remaining of prefunding balance2022-12-31579,995
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31117,239
Balance of prefunding at beginning of current year2022-12-31650,522
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3148,500
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0111,184
Total number of active participants reported on line 7a of the Form 55002022-01-019,508
Number of retired or separated participants receiving benefits2022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-012,053
Total of all active and inactive participants2022-01-0111,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-0111,623
Number of participants with account balances2022-01-0110,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,158
2021: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-315,221,112
Acturial value of plan assets2021-12-315,221,112
Funding target for retired participants and beneficiaries receiving payment2021-12-31901,930
Number of terminated vested participants2021-12-3138
Fundng target for terminated vested participants2021-12-311,473,533
Active participant vested funding target2021-12-312,071,066
Number of active participants2021-12-3167
Total funding liabilities for active participants2021-12-312,071,066
Total participant count2021-12-31140
Total funding target for all participants2021-12-314,446,529
Balance at beginning of prior year after applicable adjustments2021-12-31108,909
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31522,189
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-3114,799
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3194,110
Amount remaining of prefunding balance2021-12-31522,189
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31104,528
Balance of prefunding at beginning of current year2021-12-31579,995
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3148,500
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0110,794
Total number of active participants reported on line 7a of the Form 55002021-01-019,195
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-011,929
Total of all active and inactive participants2021-01-0111,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-0111,184
Number of participants with account balances2021-01-0110,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,063
2020: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-315,301,393
Acturial value of plan assets2020-12-315,301,393
Funding target for retired participants and beneficiaries receiving payment2020-12-31955,219
Number of terminated vested participants2020-12-3147
Fundng target for terminated vested participants2020-12-311,312,832
Active participant vested funding target2020-12-312,368,543
Number of active participants2020-12-3174
Total funding liabilities for active participants2020-12-312,368,543
Total participant count2020-12-31161
Total funding target for all participants2020-12-314,636,594
Balance at beginning of prior year after applicable adjustments2020-12-3193,420
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31447,923
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3193,420
Amount remaining of prefunding balance2020-12-31447,923
Present value of excess contributions2020-12-3132,348
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3134,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31108,909
Balance of prefunding at beginning of current year2020-12-31522,189
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3148,500
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3114,799
Carryover balance elected to use to offset funding requirement2020-12-3114,799
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-019,966
Total number of active participants reported on line 7a of the Form 55002020-01-019,229
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-011,525
Total of all active and inactive participants2020-01-0110,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-0110,794
Number of participants with account balances2020-01-019,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01665
2019: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-315,276,476
Acturial value of plan assets2019-12-315,276,476
Funding target for retired participants and beneficiaries receiving payment2019-12-31855,616
Number of terminated vested participants2019-12-3145
Fundng target for terminated vested participants2019-12-311,360,670
Active participant vested funding target2019-12-312,600,138
Number of active participants2019-12-3197
Total funding liabilities for active participants2019-12-312,600,138
Total participant count2019-12-31184
Total funding target for all participants2019-12-314,816,424
Balance at beginning of prior year after applicable adjustments2019-12-31101,192
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31485,185
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31101,192
Amount remaining of prefunding balance2019-12-31485,185
Present value of excess contributions2019-12-3185,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3190,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3193,420
Balance of prefunding at beginning of current year2019-12-31447,923
Total employer contributions2019-12-3181,291
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3179,848
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3147,500
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3147,500
Additional cash requirement2019-12-3147,500
Contributions allocatedtoward minimum required contributions for current year2019-12-3179,848
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019,819
Total number of active participants reported on line 7a of the Form 55002019-01-018,596
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-011,327
Total of all active and inactive participants2019-01-019,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-019,966
Number of participants with account balances2019-01-019,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01754
2018: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-315,983,687
Acturial value of plan assets2018-12-315,983,687
Funding target for retired participants and beneficiaries receiving payment2018-12-31788,250
Number of terminated vested participants2018-12-3144
Fundng target for terminated vested participants2018-12-311,277,220
Active participant vested funding target2018-12-313,396,726
Number of active participants2018-12-31117
Total funding liabilities for active participants2018-12-313,396,726
Total participant count2018-12-31205
Total funding target for all participants2018-12-315,462,196
Balance at beginning of prior year after applicable adjustments2018-12-3192,590
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31443,943
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3192,590
Amount remaining of prefunding balance2018-12-31443,943
Present value of excess contributions2018-12-3166,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3169,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3169,946
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31101,192
Balance of prefunding at beginning of current year2018-12-31555,131
Total employer contributions2018-12-31134,827
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31133,005
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3147,500
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3147,500
Additional cash requirement2018-12-3147,500
Contributions allocatedtoward minimum required contributions for current year2018-12-31133,005
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-019,339
Total number of active participants reported on line 7a of the Form 55002018-01-018,605
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-011,168
Total of all active and inactive participants2018-01-019,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-019,819
Number of participants with account balances2018-01-019,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01734
2017: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-315,976,945
Acturial value of plan assets2017-12-315,976,945
Funding target for retired participants and beneficiaries receiving payment2017-12-31659,993
Number of terminated vested participants2017-12-3146
Fundng target for terminated vested participants2017-12-311,164,833
Active participant vested funding target2017-12-313,686,301
Number of active participants2017-12-31134
Total funding liabilities for active participants2017-12-313,686,301
Total participant count2017-12-31226
Total funding target for all participants2017-12-315,511,127
Balance at beginning of prior year after applicable adjustments2017-12-3186,931
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31366,467
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3186,931
Amount remaining of prefunding balance2017-12-31366,467
Present value of excess contributions2017-12-3150,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3153,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3153,619
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3192,590
Balance of prefunding at beginning of current year2017-12-31443,943
Total employer contributions2017-12-3167,449
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3166,331
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3166,331
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,905
Total number of active participants reported on line 7a of the Form 55002017-01-018,272
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-011,030
Total of all active and inactive participants2017-01-019,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-019,339
Number of participants with account balances2017-01-018,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01788
2016: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-315,987,482
Acturial value of plan assets2016-12-315,987,482
Funding target for retired participants and beneficiaries receiving payment2016-12-31784,058
Number of terminated vested participants2016-12-3150
Fundng target for terminated vested participants2016-12-311,335,645
Active participant vested funding target2016-12-313,506,734
Number of active participants2016-12-31144
Total funding liabilities for active participants2016-12-313,506,734
Total participant count2016-12-31245
Total funding target for all participants2016-12-315,626,437
Balance at beginning of prior year after applicable adjustments2016-12-3187,925
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31370,655
Amount remaining of carryover balance2016-12-3187,925
Amount remaining of prefunding balance2016-12-31370,655
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3186,931
Balance of prefunding at beginning of current year2016-12-31366,467
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018,170
Total number of active participants reported on line 7a of the Form 55002016-01-017,992
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-01885
Total of all active and inactive participants2016-01-018,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-018,905
Number of participants with account balances2016-01-018,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01765
2015: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,762
Total number of active participants reported on line 7a of the Form 55002015-01-017,318
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01824
Total of all active and inactive participants2015-01-018,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-018,170
Number of participants with account balances2015-01-017,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01785
2014: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,434
Total number of active participants reported on line 7a of the Form 55002014-01-017,052
Number of retired or separated participants receiving benefits2014-01-0183
Number of other retired or separated participants entitled to future benefits2014-01-01624
Total of all active and inactive participants2014-01-017,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-017,762
Number of participants with account balances2014-01-017,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01696
2013: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,334
Total number of active participants reported on line 7a of the Form 55002013-01-016,772
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01640
Total of all active and inactive participants2013-01-017,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-017,434
Number of participants with account balances2013-01-016,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01638
2012: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,935
Total number of active participants reported on line 7a of the Form 55002012-01-016,473
Number of retired or separated participants receiving benefits2012-01-01102
Number of other retired or separated participants entitled to future benefits2012-01-01750
Total of all active and inactive participants2012-01-017,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-017,334
Number of participants with account balances2012-01-016,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01200
2011: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,977
Total number of active participants reported on line 7a of the Form 55002011-01-015,212
Number of retired or separated participants receiving benefits2011-01-01111
Number of other retired or separated participants entitled to future benefits2011-01-01600
Total of all active and inactive participants2011-01-015,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-015,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01149
2010: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,862
Total number of active participants reported on line 7a of the Form 55002010-01-015,360
Number of retired or separated participants receiving benefits2010-01-01116
Number of other retired or separated participants entitled to future benefits2010-01-01489
Total of all active and inactive participants2010-01-015,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-015,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01113
2009: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,893
Total number of active participants reported on line 7a of the Form 55002009-01-015,206
Number of retired or separated participants receiving benefits2009-01-01122
Number of other retired or separated participants entitled to future benefits2009-01-01519
Total of all active and inactive participants2009-01-015,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-015,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01138

Financial Data on METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,750
Total income from all sources (including contributions)2022-12-31$-30,132,626
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,567,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,498,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,476,711
Value of total assets at end of year2022-12-31$280,331,269
Value of total assets at beginning of year2022-12-31$333,031,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,103
Total interest from all sources2022-12-31$177,224
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,075,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,075,416
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$861,414
Liabilities. Value of operating payables at end of year2022-12-31$49,750
Liabilities. Value of operating payables at beginning of year2022-12-31$49,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-52,699,980
Value of net assets at end of year (total assets less liabilities)2022-12-31$280,281,519
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$332,981,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$69,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$269,982,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$324,530,782
Interest earned on other investments2022-12-31$177,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,347,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,499,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,723,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$27,476,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,498,251
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITLEY PENN LLP
Accountancy firm EIN2022-12-31752393478
2021 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,550
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$67,806,325
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,634,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,584,080
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$27,839,171
Value of total assets at end of year2021-12-31$333,031,249
Value of total assets at beginning of year2021-12-31$285,856,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,003
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$151,204
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$31,744,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$31,744,585
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,254
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$877,316
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$49,750
Liabilities. Value of operating payables at beginning of year2021-12-31$47,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$47,172,242
Value of net assets at end of year (total assets less liabilities)2021-12-31$332,981,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$285,809,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$50,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$324,530,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$278,133,653
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$151,204
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,499,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,721,900
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,194,049
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$27,839,171
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,584,080
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITLEY PENN LLP
Accountancy firm EIN2021-12-31752393478
2020 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,550
Total income from all sources (including contributions)2020-12-31$67,558,269
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,137,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,113,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,173,852
Value of total assets at end of year2020-12-31$285,856,807
Value of total assets at beginning of year2020-12-31$233,435,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,799
Total interest from all sources2020-12-31$160,549
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,995,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,995,757
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,337
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$612,754
Liabilities. Value of operating payables at end of year2020-12-31$47,550
Liabilities. Value of operating payables at beginning of year2020-12-31$47,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$52,421,075
Value of net assets at end of year (total assets less liabilities)2020-12-31$285,809,257
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$233,388,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$23,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$278,133,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$227,434,951
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest earned on other investments2020-12-31$160,549
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,721,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,999,444
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,615,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$25,173,852
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,113,395
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WHITLEY PENN LLP
Accountancy firm EIN2020-12-31752393478
2019 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,550
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$65,441,697
Total income from all sources (including contributions)2019-12-31$65,441,697
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,600,277
Total of all expenses incurred2019-12-31$17,600,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,575,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,575,907
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,102,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,102,581
Value of total assets at end of year2019-12-31$233,435,732
Value of total assets at end of year2019-12-31$233,435,732
Value of total assets at beginning of year2019-12-31$185,594,312
Value of total assets at beginning of year2019-12-31$185,594,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,370
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$125,622
Total interest from all sources2019-12-31$125,622
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,996,004
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,996,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,996,004
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,996,004
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,860
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$541,239
Other income not declared elsewhere2019-12-31$541,239
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$47,550
Liabilities. Value of operating payables at end of year2019-12-31$47,550
Liabilities. Value of operating payables at beginning of year2019-12-31$47,550
Liabilities. Value of operating payables at beginning of year2019-12-31$47,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$47,841,420
Value of net income/loss2019-12-31$47,841,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$233,388,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$233,388,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,546,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,546,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$24,370
Investment advisory and management fees2019-12-31$24,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$227,434,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$227,434,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$178,220,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$178,220,976
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$125,622
Interest earned on other investments2019-12-31$125,622
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,999,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,999,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,061,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,061,655
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,676,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,676,251
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$23,102,581
Contributions received in cash from employer2019-12-31$23,102,581
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$863,177
Employer contributions (assets) at beginning of year2019-12-31$863,177
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,575,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,575,907
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$446,644
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$446,644
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITLEY PENN LLP
Accountancy firm name2019-12-31WHITLEY PENN LLP
Accountancy firm EIN2019-12-31752393478
Accountancy firm EIN2019-12-31752393478
2018 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,965
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,285,761
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,259,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,247,783
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,112,700
Value of total assets at end of year2018-12-31$185,594,312
Value of total assets at beginning of year2018-12-31$191,568,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,260
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$99,089
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,352,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,352,105
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,438
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$415
Other income not declared elsewhere2018-12-31$357,601
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$47,550
Liabilities. Value of operating payables at beginning of year2018-12-31$47,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-5,973,282
Value of net assets at end of year (total assets less liabilities)2018-12-31$185,546,762
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$191,520,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$11,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$178,220,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$184,737,473
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$99,089
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,061,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,727,686
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,635,734
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$22,112,700
Employer contributions (assets) at end of year2018-12-31$863,177
Employer contributions (assets) at beginning of year2018-12-31$740,388
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,247,783
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$446,644
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$361,024
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITLEY PENN LLP
Accountancy firm EIN2018-12-31752393478
2017 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,162
Total unrealized appreciation/depreciation of assets2017-12-31$-1,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,248
Total income from all sources (including contributions)2017-12-31$48,571,032
Total loss/gain on sale of assets2017-12-31$-3,062
Total of all expenses incurred2017-12-31$13,062,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,046,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,041,162
Value of total assets at end of year2017-12-31$191,568,009
Value of total assets at beginning of year2017-12-31$156,059,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,594
Total interest from all sources2017-12-31$109,814
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,088,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,088,786
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$230,190
Administrative expenses (other) incurred2017-12-31$15,594
Liabilities. Value of operating payables at end of year2017-12-31$47,550
Liabilities. Value of operating payables at beginning of year2017-12-31$48,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$35,508,931
Value of net assets at end of year (total assets less liabilities)2017-12-31$191,520,044
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$156,011,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$184,737,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$148,383,244
Interest earned on other investments2017-12-31$101,172
Income. Interest from corporate debt instruments2017-12-31$7,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,727,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,741,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,105,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,041,162
Employer contributions (assets) at end of year2017-12-31$740,388
Employer contributions (assets) at beginning of year2017-12-31$700,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,046,507
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$361,024
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$232,949
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$694,886
Aggregate carrying amount (costs) on sale of assets2017-12-31$697,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITLEY PENN LLP
Accountancy firm EIN2017-12-31752393478
2016 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,405
Total unrealized appreciation/depreciation of assets2016-12-31$-3,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$47,556
Total income from all sources (including contributions)2016-12-31$28,702,517
Total loss/gain on sale of assets2016-12-31$-1,212
Total of all expenses incurred2016-12-31$10,020,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,020,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,839,228
Value of total assets at end of year2016-12-31$156,059,361
Value of total assets at beginning of year2016-12-31$137,376,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$110,380
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,610,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,610,042
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,397
Other income not declared elsewhere2016-12-31$124,562
Liabilities. Value of operating payables at end of year2016-12-31$48,248
Liabilities. Value of operating payables at beginning of year2016-12-31$47,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,682,155
Value of net assets at end of year (total assets less liabilities)2016-12-31$156,011,113
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,328,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$148,383,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,278,059
Interest earned on other investments2016-12-31$103,874
Income. Interest from corporate debt instruments2016-12-31$6,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,741,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,145,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,022,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,839,228
Employer contributions (assets) at end of year2016-12-31$700,687
Employer contributions (assets) at beginning of year2016-12-31$662,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,020,362
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$232,949
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$287,251
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$593,190
Aggregate carrying amount (costs) on sale of assets2016-12-31$594,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITLEY PENN LLP
Accountancy firm EIN2016-12-31752393478
2015 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,985
Total unrealized appreciation/depreciation of assets2015-12-31$-5,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,257
Total income from all sources (including contributions)2015-12-31$17,132,879
Total loss/gain on sale of assets2015-12-31$-22
Total of all expenses incurred2015-12-31$9,736,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,694,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,323,165
Value of total assets at end of year2015-12-31$137,376,514
Value of total assets at beginning of year2015-12-31$129,975,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,680
Total interest from all sources2015-12-31$82,928
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,182,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,182,115
Administrative expenses professional fees incurred2015-12-31$41,680
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,934
Other income not declared elsewhere2015-12-31$13,058
Liabilities. Value of operating payables at end of year2015-12-31$47,556
Liabilities. Value of operating payables at beginning of year2015-12-31$43,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,396,854
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,328,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$129,932,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,278,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$123,654,660
Interest earned on other investments2015-12-31$75,563
Income. Interest from corporate debt instruments2015-12-31$7,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,145,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,926,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,462,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,323,165
Employer contributions (assets) at end of year2015-12-31$662,888
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,694,345
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$287,251
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$391,895
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$446,994
Aggregate carrying amount (costs) on sale of assets2015-12-31$447,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITLEY PENN LLP
Accountancy firm EIN2015-12-31752393478
2014 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-4,633
Total unrealized appreciation/depreciation of assets2014-12-31$-4,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,750
Total income from all sources (including contributions)2014-12-31$22,282,070
Total loss/gain on sale of assets2014-12-31$-5,908
Total of all expenses incurred2014-12-31$10,413,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,357,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,266,501
Value of total assets at end of year2014-12-31$129,975,361
Value of total assets at beginning of year2014-12-31$118,105,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,257
Total interest from all sources2014-12-31$98,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,801,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,801,400
Administrative expenses professional fees incurred2014-12-31$37,685
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,032
Other income not declared elsewhere2014-12-31$130
Liabilities. Value of operating payables at end of year2014-12-31$43,257
Liabilities. Value of operating payables at beginning of year2014-12-31$41,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,868,484
Value of net assets at end of year (total assets less liabilities)2014-12-31$129,932,104
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,063,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$123,654,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$111,763,804
Interest earned on other investments2014-12-31$88,524
Income. Interest from corporate debt instruments2014-12-31$10,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,926,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,953,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,874,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,266,501
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,357,329
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$391,895
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$382,317
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$871,475
Aggregate carrying amount (costs) on sale of assets2014-12-31$877,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITLEY PENN LLP
Accountancy firm EIN2014-12-31752393478
2013 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-10,725
Total unrealized appreciation/depreciation of assets2013-12-31$-10,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,750
Total income from all sources (including contributions)2013-12-31$30,193,700
Total loss/gain on sale of assets2013-12-31$-1,177
Total of all expenses incurred2013-12-31$7,227,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,153,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,039,704
Value of total assets at end of year2013-12-31$118,105,370
Value of total assets at beginning of year2013-12-31$95,138,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$74,289
Total interest from all sources2013-12-31$111,640
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,673,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,673,471
Administrative expenses professional fees incurred2013-12-31$36,987
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,279
Other income not declared elsewhere2013-12-31$2,042
Administrative expenses (other) incurred2013-12-31$6,949
Liabilities. Value of operating payables at end of year2013-12-31$41,750
Liabilities. Value of operating payables at beginning of year2013-12-31$40,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,965,872
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,063,620
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,097,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$111,763,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$88,547,588
Interest earned on other investments2013-12-31$96,061
Income. Interest from corporate debt instruments2013-12-31$15,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,953,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,194,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,378,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,039,704
Employer contributions (assets) at end of year2013-12-31$1,477
Employer contributions (assets) at beginning of year2013-12-31$3,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,153,539
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$382,317
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$389,156
Contract administrator fees2013-12-31$30,353
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,579,188
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,580,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITLEY PENN LLP
Accountancy firm EIN2013-12-31752393478
2012 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,750
Total income from all sources (including contributions)2012-12-31$22,738,977
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,248,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,176,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,214,980
Value of total assets at end of year2012-12-31$95,138,498
Value of total assets at beginning of year2012-12-31$78,647,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,883
Total interest from all sources2012-12-31$179,052
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,983,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,983,542
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,273
Administrative expenses (other) incurred2012-12-31$71,883
Liabilities. Value of operating payables at end of year2012-12-31$40,750
Liabilities. Value of operating payables at beginning of year2012-12-31$39,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,490,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,097,748
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$78,607,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$88,547,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,455,847
Interest earned on other investments2012-12-31$163,254
Income. Interest from corporate debt instruments2012-12-31$15,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$113,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$113,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,194,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,815,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,361,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,214,980
Employer contributions (assets) at end of year2012-12-31$3,600
Employer contributions (assets) at beginning of year2012-12-31$248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,176,683
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$389,156
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$259,971
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITLEY PENN LLP
Accountancy firm EIN2012-12-31752393478
2011 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,597
Total unrealized appreciation/depreciation of assets2011-12-31$-7,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$36,250
Total income from all sources (including contributions)2011-12-31$8,790,789
Total of all expenses incurred2011-12-31$5,072,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,996,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,532,925
Value of total assets at end of year2011-12-31$78,647,087
Value of total assets at beginning of year2011-12-31$74,924,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,784
Total interest from all sources2011-12-31$11,066
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,550,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,550,717
Administrative expenses professional fees incurred2011-12-31$75,784
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$2,578
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$394
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,273
Liabilities. Value of operating payables at end of year2011-12-31$39,750
Liabilities. Value of operating payables at beginning of year2011-12-31$36,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,718,599
Value of net assets at end of year (total assets less liabilities)2011-12-31$78,607,337
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,888,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,455,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,338,740
Income. Interest from corporate debt instruments2011-12-31$10,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$113,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$154,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$154,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,815,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,086,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,296,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,532,531
Employer contributions (assets) at end of year2011-12-31$248
Employer contributions (assets) at beginning of year2011-12-31$2,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,996,406
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$259,971
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$339,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITLEY PENN LLP
Accountancy firm EIN2011-12-31752393478
2010 : METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-4,457
Total unrealized appreciation/depreciation of assets2010-12-31$-4,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,750
Total income from all sources (including contributions)2010-12-31$18,405,510
Total of all expenses incurred2010-12-31$5,686,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,607,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,871,138
Value of total assets at end of year2010-12-31$74,924,988
Value of total assets at beginning of year2010-12-31$62,205,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,720
Total interest from all sources2010-12-31$184,253
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,650,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,650,930
Administrative expenses professional fees incurred2010-12-31$45,924
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,578
Participant contributions at beginning of year2010-12-31$2,572
Administrative expenses (other) incurred2010-12-31$18,796
Liabilities. Value of operating payables at end of year2010-12-31$36,250
Liabilities. Value of operating payables at beginning of year2010-12-31$35,750
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,718,767
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,888,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,169,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$69,338,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,439,413
Interest earned on other investments2010-12-31$172,764
Income. Interest from corporate debt instruments2010-12-31$11,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$154,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$231,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$231,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,086,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,221,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,703,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,871,138
Employer contributions (assets) at end of year2010-12-31$2,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,607,023
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$339,762
Contract administrator fees2010-12-31$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$311,084
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WHITLEY PENN LLP
Accountancy firm EIN2010-12-31752393478

Form 5500 Responses for METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

2022: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered530
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,461
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9461
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453/616970
Policy instance 1
Insurance contract or identification number443453/616970
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,014
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees12014
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453
Policy instance 1
Insurance contract or identification number443453
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,910
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16910
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453
Policy instance 1
Insurance contract or identification number443453
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,021
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11021
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453
Policy instance 1
Insurance contract or identification number443453
Number of Individuals Covered246
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,696
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443453
Policy instance 1
Insurance contract or identification number443453
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,343
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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