401k Plan data: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN plan

STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN
Plan identification number	003

STANFORD HEALTH CARE TAX-DEFERRED ANNUITY 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STANFORD HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name: STANFORD HEALTH CARE

Employer identification number (EIN): 946174066

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about STANFORD HEALTH CARE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0336653

More information about STANFORD HEALTH CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 SIMON JANG KETY DURON 2015-07-31
003 2013-01-01 CAROLINE LING KETY DURON 2014-07-31
003 2012-01-01 MARGARET PELLARIN SOUZA GREGORY 2013-07-31
003 2011-01-01 MARGARET PELLARIN DALE SPARTZ 2012-07-31
003 2009-01-01 MARGARET PELLARIN DALE SPARTZ 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	SIMON JANG	KETY DURON	2015-07-31
003	2013-01-01	CAROLINE LING	KETY DURON	2014-07-31
003	2012-01-01	MARGARET PELLARIN	SOUZA GREGORY	2013-07-31
003	2011-01-01	MARGARET PELLARIN	DALE SPARTZ	2012-07-31
003	2009-01-01	MARGARET PELLARIN	DALE SPARTZ	2010-10-11

Plan Statistics for STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2014: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16,562
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15,730
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11,710
Number of retired or separated participants receiving benefits 2013-01-01 29
Number of other retired or separated participants entitled to future benefits 2013-01-01 4,798
Total of all active and inactive participants 2013-01-01 16,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 25
Total participants 2013-01-01 16,562
Number of participants with account balances 2013-01-01 11,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15,010
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11,087
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 4,599
Total of all active and inactive participants 2012-01-01 15,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 34
Total participants 2012-01-01 15,730
Number of participants with account balances 2012-01-01 11,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14,530
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10,490
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 4,494
Total of all active and inactive participants 2011-01-01 14,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 24
Total participants 2011-01-01 15,010
Number of participants with account balances 2011-01-01 11,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9,569
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9,972
Number of retired or separated participants receiving benefits 2009-01-01 37
Number of other retired or separated participants entitled to future benefits 2009-01-01 4,188
Total of all active and inactive participants 2009-01-01 14,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 22
Total participants 2009-01-01 14,219
Number of participants with account balances 2009-01-01 10,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16,562
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15,730
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11,710
Number of retired or separated participants receiving benefits	2013-01-01	29
Number of other retired or separated participants entitled to future benefits	2013-01-01	4,798
Total of all active and inactive participants	2013-01-01	16,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	25
Total participants	2013-01-01	16,562
Number of participants with account balances	2013-01-01	11,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15,010
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11,087
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	4,599
Total of all active and inactive participants	2012-01-01	15,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	34
Total participants	2012-01-01	15,730
Number of participants with account balances	2012-01-01	11,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14,530
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10,490
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	4,494
Total of all active and inactive participants	2011-01-01	14,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	24
Total participants	2011-01-01	15,010
Number of participants with account balances	2011-01-01	11,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9,569
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9,972
Number of retired or separated participants receiving benefits	2009-01-01	37
Number of other retired or separated participants entitled to future benefits	2009-01-01	4,188
Total of all active and inactive participants	2009-01-01	14,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	22
Total participants	2009-01-01	14,219
Number of participants with account balances	2009-01-01	10,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2014 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$648,411,882
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	$21,200
Total income from all sources (including contributions)	2014-12-31	$95,556,449
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$44,222,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$43,645,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$59,057,553
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$597,099,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$577,736
Total interest from all sources	2014-12-31	$2,398,746
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,578,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$9,578,000
Administrative expenses professional fees incurred	2014-12-31	$22,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$51,391,237
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$7,429,893
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$17,958,595
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,666,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$21,200
Other income not declared elsewhere	2014-12-31	$432,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$51,333,661
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$597,078,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$508,643,335
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,124,508
Interest on participant loans	2014-12-31	$340,710
Interest earned on other investments	2014-12-31	$2,057,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,883,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,883,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$58,059,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$23,700,735
Net investment gain/loss from pooled separate accounts	2014-12-31	$389,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$43,645,052
Contract administrator fees	2014-12-31	$555,236
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS
Accountancy firm EIN	2014-12-31	910189318
2013 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$21,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$18,600
Total income from all sources (including contributions)	2013-12-31	$142,437,570
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$34,233,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$33,883,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$57,825,716
Value of total assets at end of year	2013-12-31	$597,099,421
Value of total assets at beginning of year	2013-12-31	$488,892,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$350,242
Total interest from all sources	2013-12-31	$2,117,219
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$6,764,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$6,764,483
Administrative expenses professional fees incurred	2013-12-31	$21,200
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$48,191,256
Participant contributions at end of year	2013-12-31	$7,429,893
Participant contributions at beginning of year	2013-12-31	$5,919,108
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$1,043,976
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$17,958,595
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$17,603,439
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,634,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$21,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$18,600
Other income not declared elsewhere	2013-12-31	$401,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$108,204,320
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$597,078,221
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$488,873,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$508,643,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$408,549,656
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,124,508
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,501,921
Interest on participant loans	2013-12-31	$296,283
Interest earned on other investments	2013-12-31	$1,820,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,883,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,496,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,496,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$58,059,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$51,777,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$75,017,857
Net investment gain/loss from pooled separate accounts	2013-12-31	$310,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$33,883,008
Contract administrator fees	2013-12-31	$329,042
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS
Accountancy firm EIN	2013-12-31	910189318
2012 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,605,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$15,800
Total income from all sources (including contributions)	2012-12-31	$98,284,213
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$28,202,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$28,016,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$50,525,887
Value of total assets at end of year	2012-12-31	$488,892,501
Value of total assets at beginning of year	2012-12-31	$417,202,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$185,799
Total interest from all sources	2012-12-31	$1,937,426
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$6,437,582
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	$6,437,582
Administrative expenses professional fees incurred	2012-12-31	$18,600
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$46,450,854
Participant contributions at end of year	2012-12-31	$5,919,108
Participant contributions at beginning of year	2012-12-31	$5,532,656
Participant contributions at end of year	2012-12-31	$1,043,976
Participant contributions at beginning of year	2012-12-31	$1,108,885
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$17,603,439
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$16,671,745
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,075,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$18,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$15,800
Other income not declared elsewhere	2012-12-31	$117,754
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	$70,082,068
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$488,873,901
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$417,186,673
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	$408,549,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$341,266,743
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,501,921
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,501,676
Interest on participant loans	2012-12-31	$253,583
Interest earned on other investments	2012-12-31	$1,683,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,496,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,474,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,474,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$51,777,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$48,646,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$38,965,813
Net investment gain/loss from pooled separate accounts	2012-12-31	$299,751
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$28,016,346
Contract administrator fees	2012-12-31	$167,199
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	MOSS ADAMS
Accountancy firm EIN	2012-12-31	910189318
2011 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$766,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$15,800
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	$48,211,095
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$35,170,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$35,082,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$49,959,666
Value of total assets at end of year	2011-12-31	$417,202,473
Value of total assets at beginning of year	2011-12-31	$403,379,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$87,765
Total interest from all sources	2011-12-31	$1,684,329
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,712,538
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	$7,712,538
Administrative expenses professional fees incurred	2011-12-31	$15,800
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$45,648,739
Participant contributions at end of year	2011-12-31	$5,532,656
Participant contributions at beginning of year	2011-12-31	$4,764,821
Participant contributions at end of year	2011-12-31	$1,108,885
Participant contributions at beginning of year	2011-12-31	$289,740
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$16,671,745
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,310,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$15,800
Other income not declared elsewhere	2011-12-31	$189,505
Total non interest bearing cash at beginning of year	2011-12-31	$10,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$13,040,647
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$417,186,673
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$403,379,223
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	$341,266,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$308,643,876
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,501,676
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,133,383
Interest on participant loans	2011-12-31	$240,296
Interest earned on other investments	2011-12-31	$1,443,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,474,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$41,474,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$41,474,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$48,646,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$46,062,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,385,270
Net investment gain/loss from pooled separate accounts	2011-12-31	$50,327
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$35,082,683
Contract administrator fees	2011-12-31	$71,965
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	MOHLER, NIXON & WILLIAMS
Accountancy firm EIN	2011-12-31	770106234
2010 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$1,273,575
Total transfer of assets from this plan	2010-12-31	$1,116,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$83,215,171
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$16,487,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$16,442,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$42,576,853
Value of total assets at end of year	2010-12-31	$403,379,223
Value of total assets at beginning of year	2010-12-31	$336,494,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,042
Total interest from all sources	2010-12-31	$1,532,068
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,681,983
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	$4,681,983
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$39,067,383
Participant contributions at end of year	2010-12-31	$4,764,821
Participant contributions at beginning of year	2010-12-31	$3,641,813
Participant contributions at end of year	2010-12-31	$289,740
Participant contributions at beginning of year	2010-12-31	$984,725
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,509,470
Other income not declared elsewhere	2010-12-31	$171,933
Total non interest bearing cash at end of year	2010-12-31	$10,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$66,728,137
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$403,379,223
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$336,494,455
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	$308,643,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$247,893,451
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,133,383
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,618,768
Interest on participant loans	2010-12-31	$226,288
Interest earned on other investments	2010-12-31	$1,304,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$41,474,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$38,074,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$38,074,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$46,062,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$44,257,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$34,026,905
Net investment gain/loss from pooled separate accounts	2010-12-31	$225,429
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$16,442,992
Contract administrator fees	2010-12-31	$44,042
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$23,549
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	MOHLER, NIXON & WILLIAMS
Accountancy firm EIN	2010-12-31	770106234
2009 : STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN

2014: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY 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: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY 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: STANFORD HEALTH CARE TAX-DEFERRED ANNUITY 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

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Company Name:	STANFORD HEALTH CARE
Employer identification number (EIN):	946174066
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0336653