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RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SHANNON WEST TEXAS MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:SHANNON WEST TEXAS MEMORIAL HOSPITAL
Employer identification number (EIN):750800679
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-07-01BRYAN HORNER2014-07-25
0012012-07-01BRYAN HORNER
0012011-07-01BRYAN HORNER SHANE PLYMELL2013-04-15
0012010-07-01BRYAN HORNER SHANE PLYMELL2012-04-11
0012009-07-01BRYAN HORNER SHANE PLYMELL2011-04-18

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL

Measure Date Value
2012: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-07-011,636
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-07-011,657
Total number of active participants reported on line 7a of the Form 55002011-07-01479
Number of retired or separated participants receiving benefits2011-07-01296
Number of other retired or separated participants entitled to future benefits2011-07-01852
Total of all active and inactive participants2011-07-011,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-019
Total participants2011-07-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-07-011,633
Total number of active participants reported on line 7a of the Form 55002010-07-01464
Number of retired or separated participants receiving benefits2010-07-01282
Number of other retired or separated participants entitled to future benefits2010-07-01902
Total of all active and inactive participants2010-07-011,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-019
Total participants2010-07-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-07-011,666
Total number of active participants reported on line 7a of the Form 55002009-07-01469
Number of retired or separated participants receiving benefits2009-07-01256
Number of other retired or separated participants entitled to future benefits2009-07-01901
Total of all active and inactive participants2009-07-011,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-017
Total participants2009-07-011,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL

Measure Date Value
2013 : RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$28,378
Total unrealized appreciation/depreciation of assets2013-06-30$28,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$35,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$23,912,198
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$49,494,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$48,939,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$23,819,495
Value of total assets at end of year2013-06-30$35,477
Value of total assets at beginning of year2013-06-30$25,581,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$554,486
Total interest from all sources2013-06-30$23,915
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$40,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$483,671
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$35,477
Administrative expenses (other) incurred2013-06-30$70,815
Liabilities. Value of operating payables at end of year2013-06-30$35,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-25,581,928
Value of net assets at end of year (total assets less liabilities)2013-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$25,581,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$80,000
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$8,549
Income. Interest from US Government securities2013-06-30$23,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$23,117,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$23,117,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$23,819,495
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$1,576,113
Income. Dividends from common stock2013-06-30$40,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$48,939,640
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$880,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ARMSTRONG BACKUS AND COMPANY
Accountancy firm EIN2013-06-30751496876
2012 : RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,053,435
Total loss/gain on sale of assets2012-06-30$-688,909
Total of all expenses incurred2012-06-30$1,710,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,436,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,294,342
Value of total assets at end of year2012-06-30$25,581,928
Value of total assets at beginning of year2012-06-30$25,239,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$274,140
Total interest from all sources2012-06-30$110,960
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$337,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$190,897
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,220,984
Administrative expenses (other) incurred2012-06-30$83,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$342,501
Value of net assets at end of year (total assets less liabilities)2012-06-30$25,581,928
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,239,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$80,000
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$8,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$37
Income. Interest from US Government securities2012-06-30$110,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$23,117,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,310,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,310,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,294,342
Employer contributions (assets) at end of year2012-06-30$1,576,113
Income. Dividends from common stock2012-06-30$337,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,436,794
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$880,024
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$10,484,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$11,222,803
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$-688,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ARMSTRONG BACKUS AND COMPANY
Accountancy firm EIN2012-06-30751496876
2011 : RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$2,014,195
Total unrealized appreciation/depreciation of assets2011-06-30$2,014,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,040,809
Total loss/gain on sale of assets2011-06-30$594,033
Total of all expenses incurred2011-06-30$1,539,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,279,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$972,757
Value of total assets at end of year2011-06-30$25,239,427
Value of total assets at beginning of year2011-06-30$22,737,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$259,414
Total interest from all sources2011-06-30$69,938
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$388,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$90,962
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,220,984
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$2,646,300
Other income not declared elsewhere2011-06-30$1,531
Administrative expenses (other) incurred2011-06-30$168,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,501,749
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,239,427
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$22,737,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$80,000
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$37
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$26,950
Income. Interest from US Government securities2011-06-30$69,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,310,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$346,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$346,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$972,757
Income. Dividends from common stock2011-06-30$388,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,279,646
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$10,484,858
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$10,518,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$11,222,803
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$9,200,268
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$594,033
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ARMSTRONG BACKUS AND COMPANY
Accountancy firm EIN2011-06-30751496876
2010 : RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL

2012: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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