Christus Health Liability Retention Trust

“Form 990, part i, lines 3 and 4 and part vi, lines 1 and 2 as a trust, christus health liability retention trust does not have a governing body. Therefore, christus health liability retention trust answered zero to the number of voting members of the governing body and the independent voting members of the governing body. The plan administrator serves as the liaison between christus health and the christus health liability retention trust's institutional trustee and supervises all activity pertaining to payments and distributions from the trust fund in accordance with the applicable provisions of the trust agreement.”

“Form 990, part vi, question 7a christus health liability retention trust does not have a governing body, members or stockholders.”

“Form 990, part vi, question 7b christus health liability retention trust does not have a governing body. Administration of the christus health liability retention trust and payment from the trust are made by the trustee.”

“Form 990, part vi, questions 8a & 8b christus health liability retention trust does not have a governing body or committees, and no meetings are held. No written actions are undertaken outside of the trust's governing documents, the amended and restated christus health liability retention trust and the christus health liability retention plan.”

“Form 990, part vi, question 9 trustee, jp morgan chase bank na may be contacted at the following address: 1111 polaris parkway, columbus, oh 43240.”

“Form 990, part vi, question 11b ernie sadau is the plan administrator of christus health liability retention trust. In his role as such, ernie sadau, or his appointee, reviews the final form 990 before it is filed with the irs.”

“Form 990, part vi, questions 15a and 15b christus health liability retention trust does not have a ceo, executive director, top management official, officers or key employees. The trustee of christus health liability retention trust is permitted by the trust documents to reimburse itself out of the trust fund for "all reasonable expenses...including the cost, expenses and fees of litigation, attorneys, agents and custodians incurred by it in the administration of the trust fund, and as the plan administrator shall direct from time to time in writing."”

“Form 990, part vi, question 18 christus health and most of its affiliated entities do not have forms 1023 because of their inclusion in the irs group ruling with the united states conference of catholic bishops, which covers the organizations listed in the annual official catholic directory. Christus health's website displays the irs group ruling and relevant annual official catholic directory pages for the organizations related to christus health. Forms 990 and 990-t are made available upon request.”

“Form 990, part vi, question 19 the consolidated audited financial statements of christus health are made available to the public on the christus health website. Christus health liability retention trust's indenture document and other organizing documents are not made available to the public.”

“Form 990, part ix form 990, part ix does not include the net change in ibnr, the net change in gaap liability, and the net change in indemnity reserve. For tax purposes, these items are net asset items.”

“FORM 990, PART XI, Line 9 TRANSFER OF NET ASSETS TO RELATED TAX-EXEMPT ENTITY ($15,924,742) INSURANCE RESERVE ACCOUNTS NOT EXPENSED FOR TAX $213,052 ------------ TOTAL ($15,711,690)”

“Christus health liability retention trust was liquidated as of june 30, 2017 and its net assets were transferred to a related tax-exempt entity.”