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EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 401k Plan overview

Plan NameEAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN
Plan identification number 002

EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EAST TEXAS MEDICAL CENTER REGIONAL HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:EAST TEXAS MEDICAL CENTER REGIONAL HEALTHCARE SYSTEM
Employer identification number (EIN):751803327
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01LEA ANNE PORTER2020-10-14
0022018-01-01
0022017-01-01LEA ANNE PORTER
0022016-01-01LEA ANNE PORTER
0022015-01-01LEA ANNE PORTER
0022014-01-01FRED HAMILTON
0022013-01-01FRED HAMILTON
0022012-01-01FRED HAMILTON
0022011-01-01FRED HAMILTON

Plan Statistics for EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN

401k plan membership statisitcs for EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN

Measure Date Value
2018: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,648
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,770
Total number of active participants reported on line 7a of the Form 55002017-01-016,896
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01734
Total of all active and inactive participants2017-01-017,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-017,648
Number of participants with account balances2017-01-013,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,768
Total number of active participants reported on line 7a of the Form 55002016-01-016,740
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,014
Total of all active and inactive participants2016-01-017,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-017,770
Number of participants with account balances2016-01-013,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,303
Total number of active participants reported on line 7a of the Form 55002015-01-016,584
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,172
Total of all active and inactive participants2015-01-017,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-017,768
Number of participants with account balances2015-01-014,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,456
Total number of active participants reported on line 7a of the Form 55002014-01-016,631
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01672
Total of all active and inactive participants2014-01-017,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017,303
Number of participants with account balances2014-01-013,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,439
Total number of active participants reported on line 7a of the Form 55002013-01-016,876
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01580
Total of all active and inactive participants2013-01-017,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,456
Number of participants with account balances2013-01-013,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,917
Total number of active participants reported on line 7a of the Form 55002012-01-016,870
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01569
Total of all active and inactive participants2012-01-017,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017,439
Number of participants with account balances2012-01-013,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,468
Total number of active participants reported on line 7a of the Form 55002011-01-015,413
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01504
Total of all active and inactive participants2011-01-015,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,917
Number of participants with account balances2011-01-013,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN

Measure Date Value
2018 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,454,871
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$110,069,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$109,712,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,869,231
Value of total assets at end of year2018-12-31$46,232
Value of total assets at beginning of year2018-12-31$105,660,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356,832
Total interest from all sources2018-12-31$37,548
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$356,832
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,810,196
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,628,231
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$384,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-105,614,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,232
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$105,660,934
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
Interest on participant loans2018-12-31$37,548
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$46,232
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$101,648,358
Net gain/loss from 103.12 investment entities2018-12-31$2,548,092
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$109,712,741
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
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 name2018-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2018-12-31743121060
2017 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$24,963,397
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,583,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,240,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,958,484
Value of total assets at end of year2017-12-31$105,660,934
Value of total assets at beginning of year2017-12-31$87,281,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$343,316
Total interest from all sources2017-12-31$181,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$343,316
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Contributions received from participants2017-12-31$11,352,106
Participant contributions at end of year2017-12-31$3,628,231
Participant contributions at beginning of year2017-12-31$3,536,367
Participant contributions at end of year2017-12-31$384,345
Participant contributions at beginning of year2017-12-31$351,151
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$606,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,379,870
Value of net assets at end of year (total assets less liabilities)2017-12-31$105,660,934
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,281,064
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
Interest on participant loans2017-12-31$181,890
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$101,648,358
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$83,393,546
Net gain/loss from 103.12 investment entities2017-12-31$12,823,023
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,240,211
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
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 name2017-12-31HOLTZMAN PARTNERS, LLC
Accountancy firm EIN2017-12-31743121060
2016 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,613
Total income from all sources (including contributions)2016-12-31$18,118,393
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,262,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,935,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,989,866
Value of total assets at end of year2016-12-31$87,281,064
Value of total assets at beginning of year2016-12-31$77,477,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$327,032
Total interest from all sources2016-12-31$170,986
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$327,032
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Contributions received from participants2016-12-31$10,985,609
Participant contributions at end of year2016-12-31$3,536,367
Participant contributions at beginning of year2016-12-31$3,157,618
Participant contributions at end of year2016-12-31$351,151
Participant contributions at beginning of year2016-12-31$344,099
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,004,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$52,613
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$9,856,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,281,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,424,958
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
Interest on participant loans2016-12-31$170,986
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$83,393,546
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$73,975,854
Net gain/loss from 103.12 investment entities2016-12-31$5,957,541
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,935,255
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
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 name2016-12-31HOLTZMAN PARTNERS, LLC
Accountancy firm EIN2016-12-31743121060
2015 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,467,552
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,840,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,522,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,158,475
Value of total assets at end of year2015-12-31$77,477,571
Value of total assets at beginning of year2015-12-31$72,798,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$317,929
Total interest from all sources2015-12-31$150,515
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$317,831
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$10,949,422
Participant contributions at end of year2015-12-31$3,157,618
Participant contributions at beginning of year2015-12-31$3,123,185
Participant contributions at end of year2015-12-31$344,099
Participant contributions at beginning of year2015-12-31$442,330
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,209,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$52,613
Other income not declared elsewhere2015-12-31$12,400
Administrative expenses (other) incurred2015-12-31$98
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$4,626,895
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,424,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,798,063
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
Interest on participant loans2015-12-31$150,515
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$73,975,854
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$69,232,548
Net gain/loss from 103.12 investment entities2015-12-31$-853,838
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,522,728
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
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 name2015-12-31HOLTZMAN PARTNERS, LLC
Accountancy firm EIN2015-12-31743112106
2014 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,138
Total income from all sources (including contributions)2014-12-31$16,675,756
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,195,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,711,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,521,257
Value of total assets at end of year2014-12-31$72,798,063
Value of total assets at beginning of year2014-12-31$61,318,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$483,759
Total interest from all sources2014-12-31$139,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$483,759
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$11,795,289
Participant contributions at end of year2014-12-31$3,123,185
Participant contributions at beginning of year2014-12-31$2,361,397
Participant contributions at end of year2014-12-31$442,330
Participant contributions at beginning of year2014-12-31$24,801
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$725,968
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$11,480,449
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,798,063
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$61,317,614
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
Interest on participant loans2014-12-31$139,186
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$69,232,548
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$58,932,554
Net gain/loss from 103.12 investment entities2014-12-31$4,015,313
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,711,548
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,138
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
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 name2014-12-31HOLTZMAN PARTNERS, LLC
Accountancy firm EIN2014-12-31743112106
2013 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,501
Total income from all sources (including contributions)2013-12-31$19,620,043
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,751,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,579,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,345,472
Value of total assets at end of year2013-12-31$61,318,752
Value of total assets at beginning of year2013-12-31$46,461,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$172,122
Total interest from all sources2013-12-31$97,135
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$172,122
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$10,637,216
Participant contributions at end of year2013-12-31$2,361,397
Participant contributions at beginning of year2013-12-31$1,433,838
Participant contributions at end of year2013-12-31$24,801
Participant contributions at beginning of year2013-12-31$54,452
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,708,256
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$14,868,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,317,614
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,449,413
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
Interest on participant loans2013-12-31$97,135
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$58,932,554
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$44,973,624
Net gain/loss from 103.12 investment entities2013-12-31$7,177,436
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,579,720
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,138
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,501
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOLTZMAN PARTNERS, LLP
Accountancy firm EIN2013-12-31743312106
2012 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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$12,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,291,810
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,813,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,757,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,907,963
Value of total assets at end of year2012-12-31$46,461,914
Value of total assets at beginning of year2012-12-31$31,970,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,277
Total interest from all sources2012-12-31$61,017
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$55,277
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$9,980,135
Participant contributions at end of year2012-12-31$1,433,838
Participant contributions at beginning of year2012-12-31$936,319
Participant contributions at end of year2012-12-31$54,452
Participant contributions at beginning of year2012-12-31$31,884
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,927,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$14,369
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$14,478,619
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,449,413
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,970,794
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
Interest on participant loans2012-12-31$61,017
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$44,973,624
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$31,002,591
Net gain/loss from 103.12 investment entities2012-12-31$4,322,830
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,743,545
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,501
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HOLTZMAN PARTNERS, LLP
Accountancy firm EIN2012-12-31743312106
2011 : EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,927,556
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,513,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,437,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,027,698
Value of total assets at end of year2011-12-31$31,970,794
Value of total assets at beginning of year2011-12-31$22,556,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,550
Total interest from all sources2011-12-31$29,728
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$75,550
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,513,999
Participant contributions at end of year2011-12-31$936,319
Participant contributions at beginning of year2011-12-31$409,400
Participant contributions at end of year2011-12-31$31,884
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,513,699
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$9,414,502
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,970,794
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,556,292
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
Interest on participant loans2011-12-31$29,728
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$31,002,591
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$22,146,892
Net gain/loss from 103.12 investment entities2011-12-31$-129,870
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,437,504
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2011-12-31743121060

Form 5500 Responses for EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN

2018: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EAST TEXAS MEDICAL CENTER REG. HEALTHCARE SYSTEM 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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