401k Plan data: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN plan

MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	005

MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) 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 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2012-01-01 JOHN GATES JAMES GARMAN 2013-10-14
005 2011-01-01 JOHN GATES JAMES GARMAN 2012-10-11
005 2009-01-01 DEBBIE LEWIS DOUG BECKSTETT 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2012-01-01	JOHN GATES	JAMES GARMAN	2013-10-14
005	2011-01-01	JOHN GATES	JAMES GARMAN	2012-10-11
005	2009-01-01	DEBBIE LEWIS	DOUG BECKSTETT	2010-10-15

Plan Statistics for MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7,216
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,997
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 674
Total of all active and inactive participants 2012-01-01 6,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 8
Total participants 2012-01-01 6,679
Number of participants with account balances 2012-01-01 6,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8,300
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6,492
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 701
Total of all active and inactive participants 2011-01-01 7,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 6
Total participants 2011-01-01 7,199
Number of participants with account balances 2011-01-01 6,961
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 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9,752
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8,260
Number of other retired or separated participants entitled to future benefits 2009-01-01 913
Total of all active and inactive participants 2009-01-01 9,173
Total participants 2009-01-01 9,173
Number of participants with account balances 2009-01-01 8,888

Measure	Date	Value
2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7,216
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,997
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	674
Total of all active and inactive participants	2012-01-01	6,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	8
Total participants	2012-01-01	6,679
Number of participants with account balances	2012-01-01	6,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8,300
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6,492
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	701
Total of all active and inactive participants	2011-01-01	7,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	6
Total participants	2011-01-01	7,199
Number of participants with account balances	2011-01-01	6,961
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 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9,752
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8,260
Number of other retired or separated participants entitled to future benefits	2009-01-01	913
Total of all active and inactive participants	2009-01-01	9,173
Total participants	2009-01-01	9,173
Number of participants with account balances	2009-01-01	8,888

Financial Data on MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2012 : MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$10,839,941
Total of all expenses incurred	2012-12-31	$7,392,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,208,274
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,752
Value of total corrective distributions	2012-12-31	$17,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,230,427
Value of total assets at end of year	2012-12-31	$82,497,804
Value of total assets at beginning of year	2012-12-31	$79,049,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$153,520
Total interest from all sources	2012-12-31	$5,801
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,345,972
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	$1,345,972
Administrative expenses professional fees incurred	2012-12-31	$14,194
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	$734,086
Participant contributions at end of year	2012-12-31	$116,424
Participant contributions at beginning of year	2012-12-31	$99,272
Participant contributions at end of year	2012-12-31	$33,573
Participant contributions at beginning of year	2012-12-31	$24,747
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$311,396
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	$3,447,923
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$82,497,804
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$79,049,881
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
Investment advisory and management fees	2012-12-31	$38,754
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$82,340,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$78,919,787
Income. Interest from loans (other than to participants)	2012-12-31	$5,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,257,741
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	$184,945
Employer contributions (assets) at end of year	2012-12-31	$6,914
Employer contributions (assets) at beginning of year	2012-12-31	$6,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,208,274
Contract administrator fees	2012-12-31	$100,572
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 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$288,990
Total of all expenses incurred	2011-12-31	$8,926,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$8,748,138
Value of total corrective distributions	2011-12-31	$3,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$718,098
Value of total assets at end of year	2011-12-31	$79,049,881
Value of total assets at beginning of year	2011-12-31	$87,687,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$174,895
Total interest from all sources	2011-12-31	$4,676
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,302,918
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	$1,302,918
Administrative expenses professional fees incurred	2011-12-31	$10,022
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$532,335
Participant contributions at end of year	2011-12-31	$99,272
Participant contributions at beginning of year	2011-12-31	$110,745
Participant contributions at end of year	2011-12-31	$24,747
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,429
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	$-8,637,276
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$79,049,881
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$87,687,157
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	$78,919,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$87,576,412
Interest on participant loans	2011-12-31	$4,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,736,702
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	$183,334
Employer contributions (assets) at end of year	2011-12-31	$6,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$8,748,138
Contract administrator fees	2011-12-31	$164,873
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 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$10,029,844
Total of all expenses incurred	2010-12-31	$6,968,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,734,395
Value of total corrective distributions	2010-12-31	$2,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$734,343
Value of total assets at end of year	2010-12-31	$87,687,157
Value of total assets at beginning of year	2010-12-31	$84,626,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$232,240
Total interest from all sources	2010-12-31	$3,986
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,185,400
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	$1,185,400
Administrative expenses professional fees incurred	2010-12-31	$11,701
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$423,276
Participant contributions at end of year	2010-12-31	$110,745
Participant contributions at beginning of year	2010-12-31	$92,223
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$143,990
Other income not declared elsewhere	2010-12-31	$7,876
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	$3,061,124
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$87,687,157
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$84,626,033
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	$87,576,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$84,533,810
Interest on participant loans	2010-12-31	$3,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$8,098,239
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	$167,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,734,395
Contract administrator fees	2010-12-31	$220,539
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	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	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 401(K) RETIREMENT SAVINGS PLAN

2012: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MEMORIAL HERMANN HEALTHCARE SYSTEM 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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