401k Plan data: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN plan

MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN
Plan identification number	002

MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEMORIAL HERMANN HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: MEMORIAL HERMANN HEALTHCARE SYSTEM

Employer identification number (EIN): 760025117

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 JOHN GATES JAMES GARMAN 2013-10-14
002 2011-01-01 JOHN GATES JAMES GARMAN 2012-10-11
002 2009-01-01 DEBBIE LEWIS DOUG BECKSTETT 2010-10-15
002 2008-01-01 DEBBIE LEWIS DOUG BECKSTETT 2010-06-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	JOHN GATES	JAMES GARMAN	2013-10-14
002	2011-01-01	JOHN GATES	JAMES GARMAN	2012-10-11
002	2009-01-01	DEBBIE LEWIS	DOUG BECKSTETT	2010-10-15
002	2008-01-01	DEBBIE LEWIS	DOUG BECKSTETT	2010-06-30

Plan Statistics for MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN

Measure Date Value
2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22,653
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21,476
Number of retired or separated participants receiving benefits 2012-01-01 2,625
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 24,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 15
Total participants 2012-01-01 24,116
Number of participants with account balances 2012-01-01 17,612
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23,404
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20,097
Number of retired or separated participants receiving benefits 2011-01-01 2,469
Total of all active and inactive participants 2011-01-01 22,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 13
Total participants 2011-01-01 22,579
Number of participants with account balances 2011-01-01 16,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23,235
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22,046
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3,615
Total of all active and inactive participants 2009-01-01 25,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 25,666
Number of participants with account balances 2009-01-01 16,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22,653
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21,476
Number of retired or separated participants receiving benefits	2012-01-01	2,625
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	24,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	15
Total participants	2012-01-01	24,116
Number of participants with account balances	2012-01-01	17,612
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23,404
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20,097
Number of retired or separated participants receiving benefits	2011-01-01	2,469
Total of all active and inactive participants	2011-01-01	22,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	13
Total participants	2011-01-01	22,579
Number of participants with account balances	2011-01-01	16,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23,235
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22,046
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3,615
Total of all active and inactive participants	2009-01-01	25,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	25,666
Number of participants with account balances	2009-01-01	16,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN

Measure	Date	Value
2012 : MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$164,541,877
Total of all expenses incurred	2012-12-31	$48,533,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$47,650,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$104,152,924
Value of total assets at end of year	2012-12-31	$602,244,977
Value of total assets at beginning of year	2012-12-31	$486,236,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$883,319
Total interest from all sources	2012-12-31	$669,829
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,011,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,011,673
Administrative expenses professional fees incurred	2012-12-31	$20,565
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$62,452,209
Participant contributions at end of year	2012-12-31	$16,833,896
Participant contributions at beginning of year	2012-12-31	$14,914,574
Participant contributions at end of year	2012-12-31	$2,607,828
Participant contributions at beginning of year	2012-12-31	$2,260,375
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$19,288
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$18,956
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,970,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$116,008,356
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$602,244,977
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$486,236,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$580,691,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$466,942,122
Income. Interest from loans (other than to participants)	2012-12-31	$669,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,279,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,311,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$50,707,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$20,729,836
Employer contributions (assets) at end of year	2012-12-31	$813,246
Employer contributions (assets) at beginning of year	2012-12-31	$789,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$47,650,202
Contract administrator fees	2012-12-31	$862,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2012-12-31	760488832
2011 : MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$81,138,966
Total of all expenses incurred	2011-12-31	$55,510,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$54,545,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$85,792,440
Value of total assets at end of year	2011-12-31	$486,236,621
Value of total assets at beginning of year	2011-12-31	$460,607,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$964,643
Total interest from all sources	2011-12-31	$643,332
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,203,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$7,203,489
Administrative expenses professional fees incurred	2011-12-31	$8,232
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$58,705,908
Participant contributions at end of year	2011-12-31	$14,914,574
Participant contributions at beginning of year	2011-12-31	$13,342,661
Participant contributions at end of year	2011-12-31	$2,260,375
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$18,956
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$18,787
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,405,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$25,628,673
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$486,236,621
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$460,607,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$466,942,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$445,894,165
Income. Interest from loans (other than to participants)	2011-12-31	$643,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,311,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,352,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-12,500,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$20,681,391
Employer contributions (assets) at end of year	2011-12-31	$789,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$54,545,650
Contract administrator fees	2011-12-31	$956,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2011-12-31	760488832
2010 : MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$121,903,563
Total of all expenses incurred	2010-12-31	$37,791,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$36,604,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$77,353,432
Value of total assets at end of year	2010-12-31	$460,607,948
Value of total assets at beginning of year	2010-12-31	$376,495,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,187,014
Total interest from all sources	2010-12-31	$644,007
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$5,530,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$5,530,939
Administrative expenses professional fees incurred	2010-12-31	$22,567
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$52,871,209
Participant contributions at end of year	2010-12-31	$13,342,661
Participant contributions at beginning of year	2010-12-31	$12,353,480
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$18,787
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$18,360
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,546,764
Other income not declared elsewhere	2010-12-31	$69,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$84,111,990
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$460,607,948
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$376,495,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$445,894,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$362,688,460
Interest on participant loans	2010-12-31	$644,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,352,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,435,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$38,305,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$18,935,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$36,604,559
Contract administrator fees	2010-12-31	$1,164,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2010-12-31	760488832

Form 5500 Responses for MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN

2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MEMORIAL HERMANN HEALTHCARE SYSTEM 403B RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	Yes
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MEMORIAL HERMANN HEALTHCARE SYSTEM
Employer identification number (EIN):	760025117
NAIC Classification:	622000
NAIC Description:	Hospitals