401k Plan data: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER plan

THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 401k Plan overview

Plan Name	THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER
Plan identification number	001

THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ETX SUCCESSOR TYLER has sponsored the creation of one or more 401k plans.

Company Name: ETX SUCCESSOR TYLER

Employer identification number (EIN): 751803325

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about ETX SUCCESSOR TYLER

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1981-10-22

Company Identification Number: 0058277901

Legal Registered Office Address: 1000 S BECKHAM AVE

TYLER
United States of America (USA)
75701

More information about ETX SUCCESSOR TYLER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-11-01
001 2017-11-01
001 2016-11-01 LEA ANNE PORTER BYRON HALE 2018-08-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-11-01
001	2017-11-01
001	2016-11-01	LEA ANNE PORTER	BYRON HALE	2018-08-15

Plan Statistics for THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER

401k plan membership statisitcs for THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER

Measure Date Value
2018: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2018 401k membership
Total participants, beginning-of-year 2018-11-01 1,418
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 0
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 0
Total of all active and inactive participants 2018-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
Market value of plan assets 2018-10-31 94,210,929
Acturial value of plan assets 2018-10-31 90,132,556
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 20,531,984
Number of terminated vested participants 2018-10-31 1,131
Fundng target for terminated vested participants 2018-10-31 13,279,531
Active participant vested funding target 2018-10-31 36,809,979
Number of active participants 2018-10-31 853
Total funding liabilities for active participants 2018-10-31 36,873,592
Total participant count 2018-10-31 2,211
Total funding target for all participants 2018-10-31 70,685,107
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 20,183,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 21,378,456
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 0
Total employee contributions 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 0
Unpaid minimum required contributions for all prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 495,000
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2017 401k membership
Total participants, beginning-of-year 2017-11-01 2,211
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 2
Number of retired or separated participants receiving benefits 2017-11-01 192
Number of other retired or separated participants entitled to future benefits 2017-11-01 1,171
Total of all active and inactive participants 2017-11-01 1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 53
Total participants 2017-11-01 1,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
Market value of plan assets 2017-10-31 74,723,614
Acturial value of plan assets 2017-10-31 77,364,285
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 19,782,465
Number of terminated vested participants 2017-10-31 1,176
Fundng target for terminated vested participants 2017-10-31 12,901,877
Active participant vested funding target 2017-10-31 42,095,003
Number of active participants 2017-10-31 922
Total funding liabilities for active participants 2017-10-31 42,170,846
Total participant count 2017-10-31 2,325
Total funding target for all participants 2017-10-31 74,855,188
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 4,130,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 4,384,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 22,150,000
Total employee contributions 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 20,183,588
Unpaid minimum required contributions for all prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 1,400,000
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 20,183,588
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2016: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2016 401k membership
Total participants, beginning-of-year 2016-11-01 2,325
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 853
Number of retired or separated participants receiving benefits 2016-11-01 142
Number of other retired or separated participants entitled to future benefits 2016-11-01 1,202
Total of all active and inactive participants 2016-11-01 2,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 14
Total participants 2016-11-01 2,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0

Measure	Date	Value
2018: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2018 401k membership
Total participants, beginning-of-year	2018-11-01	1,418
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	0
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	0
Total of all active and inactive participants	2018-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
Market value of plan assets	2018-10-31	94,210,929
Acturial value of plan assets	2018-10-31	90,132,556
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	20,531,984
Number of terminated vested participants	2018-10-31	1,131
Fundng target for terminated vested participants	2018-10-31	13,279,531
Active participant vested funding target	2018-10-31	36,809,979
Number of active participants	2018-10-31	853
Total funding liabilities for active participants	2018-10-31	36,873,592
Total participant count	2018-10-31	2,211
Total funding target for all participants	2018-10-31	70,685,107
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	20,183,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	21,378,456
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	0
Total employee contributions	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	495,000
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2017 401k membership
Total participants, beginning-of-year	2017-11-01	2,211
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	2
Number of retired or separated participants receiving benefits	2017-11-01	192
Number of other retired or separated participants entitled to future benefits	2017-11-01	1,171
Total of all active and inactive participants	2017-11-01	1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	53
Total participants	2017-11-01	1,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
Market value of plan assets	2017-10-31	74,723,614
Acturial value of plan assets	2017-10-31	77,364,285
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	19,782,465
Number of terminated vested participants	2017-10-31	1,176
Fundng target for terminated vested participants	2017-10-31	12,901,877
Active participant vested funding target	2017-10-31	42,095,003
Number of active participants	2017-10-31	922
Total funding liabilities for active participants	2017-10-31	42,170,846
Total participant count	2017-10-31	2,325
Total funding target for all participants	2017-10-31	74,855,188
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	4,130,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	4,384,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	22,150,000
Total employee contributions	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	20,183,588
Unpaid minimum required contributions for all prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	1,400,000
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	20,183,588
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2016: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2016 401k membership
Total participants, beginning-of-year	2016-11-01	2,325
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	853
Number of retired or separated participants receiving benefits	2016-11-01	142
Number of other retired or separated participants entitled to future benefits	2016-11-01	1,202
Total of all active and inactive participants	2016-11-01	2,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	14
Total participants	2016-11-01	2,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0

Financial Data on THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER

Measure	Date	Value
2019 : THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-10-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-30	$848,678
Total income from all sources (including contributions)	2019-10-30	$422,501
Total loss/gain on sale of assets	2019-10-30	$0
Total of all expenses incurred	2019-10-30	$50,400,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-10-30	$50,400,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-10-30	$591,923
Value of total assets at end of year	2019-10-30	$0
Value of total assets at beginning of year	2019-10-30	$50,826,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-10-30	$0
Total interest from all sources	2019-10-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-10-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-10-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-10-30	$0
Was this plan covered by a fidelity bond	2019-10-30	Yes
Value of fidelity bond cover	2019-10-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-10-30	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-10-30	$929,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-10-30	$715,169
Liabilities. Value of operating payables at beginning of year	2019-10-30	$732,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-30	No
Value of net income/loss	2019-10-30	$-49,978,157
Value of net assets at end of year (total assets less liabilities)	2019-10-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-10-30	$49,978,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-10-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-10-30	No
Were any leases to which the plan was party in default or uncollectible	2019-10-30	No
Value of interest in master investment trust accounts at beginning of year	2019-10-30	$50,111,666
Expenses. Payments to insurance carriers foe the provision of benefits	2019-10-30	$35,736,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-10-30	No
Was there a failure to transmit to the plan any participant contributions	2019-10-30	No
Has the plan failed to provide any benefit when due under the plan	2019-10-30	No
Contributions received in cash from employer	2019-10-30	$591,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-10-30	$13,735,132
Liabilities. Value of benefit claims payable at beginning of year	2019-10-30	$115,897
Did the plan have assets held for investment	2019-10-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-10-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-10-30	No
Opinion of an independent qualified public accountant for this plan	2019-10-30	Unqualified
Accountancy firm name	2019-10-30	HOLTZMAN PARTNERS
Accountancy firm EIN	2019-10-30	743121060
2018 : THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-10-31	$0
Total transfer of assets to this plan	2018-10-31	$2,984,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$848,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$-1,365
Total income from all sources (including contributions)	2018-10-31	$1,988,318
Total loss/gain on sale of assets	2018-10-31	$0
Total of all expenses incurred	2018-10-31	$49,977,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-31	$49,977,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-31	$0
Value of total assets at end of year	2018-10-31	$50,826,835
Value of total assets at beginning of year	2018-10-31	$94,981,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-31	$0
Total interest from all sources	2018-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-31	$0
Was this plan covered by a fidelity bond	2018-10-31	Yes
Value of fidelity bond cover	2018-10-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-10-31	$715,169
Liabilities. Value of operating payables at end of year	2018-10-31	$732,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Value of net income/loss	2018-10-31	$-47,988,695
Value of net assets at end of year (total assets less liabilities)	2018-10-31	$49,978,157
Value of net assets at beginning of year (total assets less liabilities)	2018-10-31	$94,982,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-31	No
Were any leases to which the plan was party in default or uncollectible	2018-10-31	No
Value of interest in master investment trust accounts at end of year	2018-10-31	$50,111,666
Value of interest in master investment trust accounts at beginning of year	2018-10-31	$72,831,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-31	No
Was there a failure to transmit to the plan any participant contributions	2018-10-31	No
Has the plan failed to provide any benefit when due under the plan	2018-10-31	No
Employer contributions (assets) at beginning of year	2018-10-31	$22,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-31	$49,977,013
Liabilities. Value of benefit claims payable at end of year	2018-10-31	$115,897
Liabilities. Value of benefit claims payable at beginning of year	2018-10-31	$-1,365
Did the plan have assets held for investment	2018-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-31	No
Opinion of an independent qualified public accountant for this plan	2018-10-31	Unqualified
Accountancy firm name	2018-10-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2018-10-31	743121060
2017 : THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$-1,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$-1,009
Total income from all sources (including contributions)	2017-10-31	$32,485,761
Total loss/gain on sale of assets	2017-10-31	$0
Total of all expenses incurred	2017-10-31	$12,397,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-31	$12,397,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-10-31	$22,150,000
Value of total assets at end of year	2017-10-31	$94,981,107
Value of total assets at beginning of year	2017-10-31	$74,893,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-31	$0
Total interest from all sources	2017-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-10-31	No
Was this plan covered by a fidelity bond	2017-10-31	Yes
Value of fidelity bond cover	2017-10-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Value of net income/loss	2017-10-31	$20,088,450
Value of net assets at end of year (total assets less liabilities)	2017-10-31	$94,982,472
Value of net assets at beginning of year (total assets less liabilities)	2017-10-31	$74,894,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-31	No
Were any leases to which the plan was party in default or uncollectible	2017-10-31	No
Value of interest in master investment trust accounts at end of year	2017-10-31	$72,831,107
Value of interest in master investment trust accounts at beginning of year	2017-10-31	$70,591,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-31	No
Was there a failure to transmit to the plan any participant contributions	2017-10-31	No
Has the plan failed to provide any benefit when due under the plan	2017-10-31	No
Contributions received in cash from employer	2017-10-31	$22,150,000
Employer contributions (assets) at end of year	2017-10-31	$22,150,000
Employer contributions (assets) at beginning of year	2017-10-31	$4,301,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-31	$12,397,311
Liabilities. Value of benefit claims payable at end of year	2017-10-31	$-1,365
Liabilities. Value of benefit claims payable at beginning of year	2017-10-31	$-1,009
Did the plan have assets held for investment	2017-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-31	No
Opinion of an independent qualified public accountant for this plan	2017-10-31	Unqualified
Accountancy firm name	2017-10-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2017-10-31	743121060

Form 5500 Responses for THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER

2018: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	Yes
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement – Insurance	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: THA RETIREMENT PLAN FOR EAST TEXAS MEDICAL CENTER 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

SPG-25871

Policy instance

Insurance contract or identification number	SPG-25871
Number of Individuals Covered	505
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	Yes
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

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Company Name:	ETX SUCCESSOR TYLER
Employer identification number (EIN):	751803325
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1981-10-22
Company Identification Number:	0058277901
Legal Registered Office Address:	1000 S BECKHAM AVE TYLER United States of America (USA) 75701