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SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameSPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN
Plan identification number 001

SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.

401k Sponsoring company profile

OUTPATIENT SPECIALTY SURGERY PARTNERS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:OUTPATIENT SPECIALTY SURGERY PARTNERS, LTD.
Employer identification number (EIN):760696755
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Additional information about OUTPATIENT SPECIALTY SURGERY PARTNERS, LTD.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2001-10-10
Company Identification Number: 0800018386
Legal Registered Office Address: 9180 KATY FWY STE 200

HOUSTON
United States of America (USA)
77055

More information about OUTPATIENT SPECIALTY SURGERY PARTNERS, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ERIKA COOPER
0012015-01-01RACHEL HESTER
0012014-01-01RACHEL HESTER
0012013-04-01CRAIG LAURITZEN

Plan Statistics for SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN

Measure Date Value
2016: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0143
Total participants2016-01-0143
Number of participants with account balances2016-01-0123
2015: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0142
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0145
Total participants2015-01-0145
Number of participants with account balances2015-01-0128
2014: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0142
Total participants2014-01-0142
Number of participants with account balances2014-01-0136
2013: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0135
Total number of active participants reported on line 7a of the Form 55002013-04-0127
Number of other retired or separated participants entitled to future benefits2013-04-0112
Total of all active and inactive participants2013-04-0139
Total participants2013-04-0139
Number of participants with account balances2013-04-0136

Financial Data on SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN

Measure Date Value
2016 : SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$91,901
Expenses. Total of all expenses incurred2016-12-31$120,288
Benefits paid (including direct rollovers)2016-12-31$120,094
Total plan assets at end of year2016-12-31$591,835
Total plan assets at beginning of year2016-12-31$620,222
Value of fidelity bond covering the plan2016-12-31$65,000
Total contributions received or receivable from participants2016-12-31$28,335
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$41,668
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-28,387
Net plan assets at end of year (total assets less liabilities)2016-12-31$591,835
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$620,222
Assets. Value of participant loans2016-12-31$8,882
Total contributions received or receivable from employer(s)2016-12-31$21,898
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$194
2015 : SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$120,137
Expenses. Total of all expenses incurred2015-12-31$429,201
Benefits paid (including direct rollovers)2015-12-31$428,870
Total plan assets at end of year2015-12-31$620,222
Total plan assets at beginning of year2015-12-31$929,286
Value of fidelity bond covering the plan2015-12-31$65,000
Total contributions received or receivable from participants2015-12-31$74,537
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$3,755
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-309,064
Net plan assets at end of year (total assets less liabilities)2015-12-31$620,222
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$929,286
Assets. Value of participant loans2015-12-31$2,681
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$41,845
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$331
2014 : SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$213,264
Expenses. Total of all expenses incurred2014-12-31$95,650
Benefits paid (including direct rollovers)2014-12-31$95,181
Total plan assets at end of year2014-12-31$929,286
Total plan assets at beginning of year2014-12-31$811,672
Total contributions received or receivable from participants2014-12-31$90,375
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$9,493
Other income received2014-12-31$57,293
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$117,614
Net plan assets at end of year (total assets less liabilities)2014-12-31$929,286
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$811,672
Assets. Value of participant loans2014-12-31$13,927
Total contributions received or receivable from employer(s)2014-12-31$56,103
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$469
2013 : SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$608,524
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$208,069
Expenses. Total of all expenses incurred2013-12-31$4,921
Benefits paid (including direct rollovers)2013-12-31$4,379
Total plan assets at end of year2013-12-31$811,672
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$68,277
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$29,023
Other income received2013-12-31$64,998
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$203,148
Net plan assets at end of year (total assets less liabilities)2013-12-31$811,672
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of participant loans2013-12-31$19,544
Total contributions received or receivable from employer(s)2013-12-31$45,771
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$542

Form 5500 Responses for SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN

2016: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) 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: SPECIAL SURGERY OF HOUSTON SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063169
Policy instance 1
Insurance contract or identification numberGA063169
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name

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