2025-11-07T10:27:24-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENE DALLAS TX 75219 990 2024-01-01 741948396 METHODIST HOSPITAL SELF-INSURANCE TRUST METH 8326676160 6565 FANNIN ST GB240 HOUSTON TX 77030 ANTHONY DEFURIO EXECUTIVE VP, CFO 8326676160 2025-11-07 1 0 X RYAN MAYOR P01650740 2149698000 2024 2025-03-06 01:10:19Z ANTHONY DEFURIO 6565 FANNIN ST GB240 HOUSTON TX 77030 47812082 0 X N/A X 1977 TX SEE SCHEDULE O. 0 0 0 0 0 0 26666328 39812078 0 0 8000000 8000004 0 0 34666328 47812082 0 0 0 0 0 0 0 0 0 22873928 28172482 22873928 28172482 11792400 19639600 143416000 163055600 0 0 143416000 163055600 X SEE SCHEDULE O. 0 0 28172482 8000004 THE ORGANIZATION IS A TRUST AND WAS CREATED TO PROVIDE FOR THE SAFE KEEPING AND INVESTMENT OF FUNDS CONTRIBUTED BY THE METHODIST HOSPITAL (TMH), DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, TO PROVIDE FOR FUNDING OF REASONABLE COSTS INCURRED IN PROTECTING HOUSTON METHODIST HOSPITAL ENTITIES AGAINST MALPRACTICE AND COMPREHENSIVE GENERAL PATIENT LIABILITY LOSSES. 28172482 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X NAN CHI 8326676075 6565 FANNIN ST HOUSTON TX 77030 STATE STREET BANK TRUSTEE 2.00 0.00 X 0 527828 0 0 527828 0 0 0 0 0 0 39812078 39812078 8000004 8000004 47812082 8000004 0 0 11242736 11242736 NET CLAIMS EXPENSE 16929746 16929746 28172482 28172482 0 0 143416000 163055600 143416000 163055600 0 0 X 143416000 163055600 143416000 163055600 143416000 163055600 19639600 0 X 0 1 X 1 0 X X 5 THE METHODIST HOSPITAL 741180155 3 1 0 0 METHODIST HEALTH CENTERS 760545192 3 0 0 0 SAN JACINTO METHODIST HOSPITAL 741287015 3 0 0 0 HOUSTON METHODIST ST JOHN HOSPITAL 464389870 3 0 0 0 HOUSTON METHODIST ST CATHERINE HOSPITAL 464402004 3 0 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART 1, LINE 12G, COLUMN IV METHODIST HEALTH CENTERS, SAN JACINTO METHODIST HOSPITAL, HOUSTON METHODIST ST JOHN HOSPITAL, AND HOUSTON METHODIST ST CATHERINE HOSPITAL ARE CONTROLLED BY HOUSTON METHODIST HOSPITAL AND THEREFORE ARE INCLUDED IN THE TRUST AGREEMENT FOR THE SELF-INSURANCE TRUST. PART IV, SECTION A, LINE 1: METHODIST HEALTH CENTERS, SAN JACINTO METHODIST HOSPITAL, HOUSTON METHODIST ST JOHN HOSPITAL, AND HOUSTON METHODIST ST CATHERINE HOSPITAL ARE CONTROLLED BY HOUSTON METHODIST HOSPITAL AND THEREFORE ARE INCLUDED IN THE TRUST AGREEMENT FOR THE SELF-INSURANCE TRUST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT POOL 163055600 C 163055600 FORM 990, PART I, LINE 1 AND PART III, LINE 1 PROVIDE A SOURCE OF PAYMENTS FOR MALPRACTICE AND GENERAL PATIENT LIABILITY LOSSES OF THE METHODIST HOSPITAL, DOING BUSINESS AS HOUSTON METHODIST HOSPITAL AND OTHER HOUSTON METHODIST HOSPITAL ENTITIES. THIS ORGANIZATION IS PART OF HOUSTON METHODIST, WHOSE MISSION IS: TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH CARE THAT DELIVERS THE BEST VALUE TO THE PEOPLE IT SERVES IN A SPIRITUAL ENVIRONMENT OF CARING IN ASSOCIATION WITH INTERNATIONALLY RECOGNIZED TEACHING AND RESEARCH. FORM 990, PART VI, SECTION A, LINE 7A HOUSTON METHODIST HAS THE AUTHORITY TO TERMINATE THE TRUST AGREEMENT AT ANY TIME. THE TRUSTEE OF THE ORGANIZATION, STATE STREET BANK, HAS THE AUTHORITY TO MANAGE, INVEST AND REINVEST THE TRUST FUND, COLLECT INCOME AND MAKE PAYMENTS THEREFROM. FORM 990, PART VI, SECTION A, LINE 8A THIS ORGANIZATION DOES NOT HAVE A BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THIS ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT OF HOUSTON METHODIST HOSPITAL, INCLUDING CERTAIN OFFICERS, WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES (RETURN) IN A THOROUGH MANNER. THE RETURN IS REVIEWED BY A PAID PREPARER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. METHODIST PRIMARY CARE GROUP 6565 FANNIN HOUSTON TX 77030 760556120 HEALTH CARE TX 501(C)(3) LINE 12B, II TMH HEALTH CARE GROUP 1 MEDVEST 1 LIMITED PARTNERSHIP 6565 FANNIN HOUSTON TX 77030 760534067 HEALTH CARE INVESTMENTS TX N/A 0 0 LITCHFIELD MEMORIAL PARTNERS 800 TOWN AND COUNTRY BLVD STE 200 HOUSTON TX 77024 364778395 PROPERTY INVESTMENTS TX N/A 0 0 ALLIED METHODIST HOSPITAL PHYSICIANS 6565 FANNIN HOUSTON TX 77030 760551274 PHYSICIAN GROUP TX N/A C 1 HOUSTON METHODIST CLEAR LAKE HOSPITAL MOB CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 851911578 CONDOMINIUM ASSOCIATION TX N/A C 1 HOUSTON METHODIST ST CATHERINE MOB CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 814457755 CONDOMINIUM ASSOCIATION TX N/A C 1 HOUSTON METHODIST THE WOODLANDS MOB CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 813764171 CONDOMINIUM ASSOCIATION TX N/A C 1 MEDVEST HOLDINGS INC 6565 FANNIN HOUSTON TX 77030 760667765 INVESTMENT COMPANY TX N/A C 1 MEDVEST INCORPORATED 6565 FANNIN HOUSTON TX 77030 760182470 INVESTMENT COMPANY TX N/A C 1 METHODIST WEST HOUSTON MOB CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 300655123 CONDOMINIUM ASSOCIATION TX N/A C 1 METHODIST WILLOWBROOK MOB CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 680500294 CONDOMINIUM ASSOCIATION TX N/A C 1 METHODIST WILLOWBROOK MOB CONDO ASSOC II 6565 FANNIN HOUSTON TX 77030 262137993 CONDOMINIUM ASSOCIATION TX N/A C 1 ROMLAC INC 6565 FANNIN HOUSTON TX 77030 741674943 REAL ESTATE INVESTMENT TX N/A C 1 SJMH CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 412096917 CONDOMINIUM ASSOCIATION TX N/A C 1 THE METHODIST HOSPITAL CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 861065871 CONDOMINIUM ASSOCIATION TX N/A C 1 TMH MEDICAL OFFICE BUILDINGS CONDO ASSOC 6565 FANNIN HOUSTON TX 77030 760287893 CONDOMINIUM ASSOCIATION TX N/A C 1 METHODIST HEALTH CARE SYSTEM SHORT TERM DISABILITY TRUST 6565 FANNIN HOUSTON TX 77030 766161019 INSURANCE TRUST TX N/A T 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 RELATED ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION THERE ARE VARIOUS RELATED TAX-EXEMPT HEALTHCARE ORGANIZATIONS THAT ARE INCLUDED IN A GROUP EXEMPTION, AND THEREFORE, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS ARE NOT REPORTED ON SCHEDULE R, PART II.