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 Sears Methodist Retirement Systems, Inc. Voluntary Chapter 11 Bankruptcy Filing

Below is a listing of documents in the referenced litigation with clickable links to replicas of some of the documents themselves. Access to some news reports follows the list of financial documents in the right hand column.

Caution. These materials have been provided by a resident who obtained the documents from the Federal Court's electronic system.  No responsibility is assumed for the completeness of these materials.  We welcome corrections and anything else which can help to maintain the integrity of this resource.  To access the source of the documents, click on this paragraph. 

The official case information is as follows:

Court: Texas Northern Bankruptcy

Court Case number 3:14-bk-32821

Parties

Debtor

Sears Methodist Retirement System, Inc.
2100 Ross Avenue, 21st Floor
Dallas, TX 75201
DALLAS-TX
Tax ID / EIN: xx-xxx6330

Represented By

Vincent P. Slusher
DLA Piper LLP US
1717 Main Street
Suite 4600
Dallas, TX 75201
(214) 743-4572
Fax : (972) 813-6267
Email: vince.slusher@dlapiper.com

U.S. Trustee

United States Trustee
1100 Commerce Street
Room 976
Dallas, TX 75242
214-767-8967

Links to Documents

(12 pgs) Chapter 11 voluntary petition. Fee Amount $1717 Filed by Sears Methodist Retirement System, Inc. (Slusher, Vincent)
Statement of 20 Largest Unsecured Creditors
Declaration of Paul B. Rundell in Support of First Day Pleadings
Motion For Joint Administration of Cases
Designation as a Complex Chapter 11 Bankruptcy Case
Motion to appear pro hac vice for Thomas R. Califano
Motion to appear pro hac vice for Gabriella L. Zborovsky
Motion to appear pro hac vice for Jacob S. Frumkin
Motion Prepetition (I) Wages, Salaries, and Other Compensation of Employees (II) Employee Medical and Similar Benefits, (III) Reimbursable Employee Expenses and (IV) Other Miscellaneous Employee Expenses and Benefits.
Motion (I) Continued Use of Existing Cash Management System, (II) Maintenance of Existing Bank Accounts, (III) Continued Use of Existing Business Forms, and (IV) Maintenance of Existing Investment Practices
Motion to Authorize Debtors to File Consolidated Mailing Matrix and Consolidated List of 30 Largest Unsecured Creditors.
Motion to Extend Time to File Schedules and Statement of Financial Affairs
Motion to Authorize the Debtors to Escrow Certain Entrance Deposits and Refund Certain Entrance Deposits
Motion to Authorize Retention of Professionals Utilized by Debtors in Ordinary Course of Business
Application to employ GCG, Inc. as Claims Agent
Motion to Maintain Existing Insurance Policies
Application to employ DLA Piper LLP as Attorney for the Debtors
Motion to use cash collateral of Sears Caprock Retirement Corporation
Motion to use cash collateral of Sears Tyler Methodist Retirement Corporation
Motion to use cash collateral of Odessa Methodist Housing, Inc and Canyons Senior Living
Motion to use cash collateral of Sears Plains Retirement Corporation
Motion for DIP financing
Request for expedited consideration of first day matter
 
 
NewsArticles.vbprj

Financial Information and Documents Obligated Group

 

Click here for a website created and maintained by an agent for  Sears Methodist Retirement System, Inc. and certain of its affiliates (collectively, the "Debtors").  

 

 

Annual Financial Information and Documents
2013 Obligated Group Annual Financial Information for the year ended 12/13/2013 posted 05/16/2014
Sears Methodist Obligated Group No Default Certificate Non-Compliance for FY2011 for the year ended 12/31/2011 posted 05/22/2012
Sears Methodist Obligated Group Audit Letter FY2011 for the year ended 12/31/2011 posted 05/16/2011
 
Audited Financial Statements or CAFR
Sears Methodist Retirement Systems Consolidated Audit Report for the year ended 12/13/2012 posted 03/25/2014
Sears Methodist Obligated Group Audited Financial Statements FY2012 for the year ended 12/31/2012 posted 09/02/2013
SMRS Audited Financial Statements for the year ended 12/31/2011 Document1 posted 05/10/2012
SMRS Audited Financial Statements for the year ended 12/31/2011 Document2 posted 05/10/2012
SMRS Audited Financial Statements for the year ended 12/31/2010 Document1 posted 05/09/2011
SMRS Audited Financial Statements for the year ended 12/31/2010 Document2 posted 05/09/2011
SMRS Annual Audit for FY2009 for the year ended 12/31/2009 posted 05/18/2010
 
Budget
SMRS Obligated Group Annual Budget FY2014 for the year ended 12/31/2014 posted 01/16/2014
Sears Methodist Obligated Group: FY2013 Budget Summary for the year ended 12/31/2013 posted 03/19/2013
 
Consultant Reports
Sears Methodist Obligated Group Management Report from Clifton Larson Allen as of 09/04/2012 posted 09/04/2012
Sears Obligated Group Insurance Consultant Report as of 05/11/2012 posted 05/11/2012
 
Failure to Provide Annual Financial Information
Failure to File 2012 Audit for the year ended 12/31/2012 posted 07/01/2013
 

 

Other Financial / Operating Data
 
Sears Obligated Group Property Tax Deed of Trust Certification as of 05/11/2012 posted 05/11/2012 (94 KB)
Sears Obligated Group GAAP Certification FY2011 as of 12/31/2011 posted 05/11/2012 (69 KB)
SMRS Obligated Group Insurance Certification Sec 4.09(b)(d) FY2010 for the year ended 12/31/2010 posted 05/10/2011 (37 KB)
SMRS Obligated Group Property Tax Certification Section 4.7 Deed of Trust FY2010 for the year ended 12/31/2010 posted 05/10/2011 (138 KB)
SMRS Obligated Group GAAP Certification MTI 4.08(c) and Supp Ind 6.02 (b) FY2010 for the year ended 12/31/2010 posted 05/10/2011 (140 KB)
SMRS No Default Letter from Auditor and No Default Certification FY2010 for the year ended 12/31/2010 posted 05/10/2011 (171 KB)
SMRS Obligated Group Insurance Certification Section 4.09 as of 05/27/2010 posted 05/28/2010 (155 KB)
SMRS Obligated Group Taxes Paid Disclosure as of 12/31/2009 posted 05/18/2010 (94 KB)
SMRS Certificate of Chief Financial Officer Master Trust Indenture Article IV Sec 4.08(c ) as of 12/31/2009 posted 05/18/2010 (98 KB)
SMRS Obligated Group No Default Certficate Section 4.06 of Master Trust Indenture as of 12/31/2009 posted 05/18/2010 (101 KB)
SMRS Obligated Group Annual Certificate of No-Default from Auditors per Section 4.08(a) MTI as of 12/31/2009 posted 05/18/2010 (100 KB)
Series 2003 Treasury Rebate Report filing as of 12/31/2010 posted 05/03/2010 (32 KB)
Treasury Rebate Reporting as of 06/30/2009 posted 09/28/2009 (139 KB)
Quarterly / Monthly Financial Information
 
Sears Methodist Financial Statements December 2013 for the quarter ended 12/31/2013 posted 03/28/2014 (616 KB)
SMRS Obligated Group Financial Statements November 2013 for the month beginning 11/01/2013 posted 03/05/2014 (260 KB)
SMRS Obligated Group Financial Statements October 2013 for the month beginning 10/01/2013 posted 01/16/2014 (330 KB)
Sears Methodist Obligated Group Quarterly Financial Statements September 2013 for the quarter ended 09/30/2013 posted 11/14/2013 (1.6 MB)
SMRS Obligated Group Financial Statements August 2013 for the month beginning 08/01/2013 posted 10/15/2013 (1.3 MB)
Sears Methodist Obligated Group Financial Statements July 2013 for the month beginning 07/01/2013 posted 09/13/2013 (1.3 MB)
Sears Methodist Obligated Group Quarterly Disclosure June 2013 for the quarter ended 06/30/2013 posted 09/04/2013 (1.6 MB)
Sears Methodist Obligated Group Financial Statements May 2013 for the month beginning 05/01/2013 posted 07/16/2013 (1.3 MB)
Sears Methodist Obligated Group Financial Statements April 2013 for the month beginning 04/01/2013 posted 05/31/2013 (1.3 MB)
Sears Methodist Obligated Group Financial Statements March 2013 for the quarter ended 03/31/2013 posted 05/15/2013 (1.5 MB)
Sears Methodist Obligated Group Financial Statements February 2013 for the month beginning 02/01/2013 posted 04/11/2013 (1.2 MB)
Sears Methodist Obligated Group Financial Statements January 2013 for the month beginning 01/01/2013 posted 03/14/2013 (1.2 MB)
Sears Methodist Quarterly Disclosure December 31, 2012 for the quarter ended 12/31/2012 posted 02/14/2013 (1.1 MB)
Sears Methodist Obligated Group Financial Statements November 2012 for the month beginning 11/01/2012 posted 01/04/2013 (780 KB)
Sears Methodist Obligated Group Monthly Financial Statements October 2012 for the month beginning 10/01/2012 posted 12/05/2012 (778 KB)
Sears Methodist Obligated Group Quarterly Filing at September 30, 2012 for the quarter ended 09/30/2012 posted 11/14/2012 (1.1 MB)
Sears Methodist Obligated Group Financial Statements August 2012 for the month beginning 08/01/2012 posted 10/16/2012 (776 KB)
Sears Obligated Group Financial Statements July 2012 for the month beginning 07/01/2012 posted 09/12/2012 (776 KB)
Sears Obligated Group Quarterly Financial Information for the quarter ended 06/30/2012 posted 08/14/2012 (535 KB)
Sears Obligated Group Financial Statements May 2012 for the month beginning 05/01/2012 posted 08/03/2012 (310 KB)
Sears Methodist Obligated Group Quarterly Disclosure 2012.03.31 for the quarter ended 03/31/2012 Document2 posted 05/25/2012 (482 KB)
Sears Methodist Obligated Group Quarterly Disclosure 2012.03.31 for the quarter ended 03/31/2012 Document1 posted 05/15/2012 (458 KB)
Sears Methodist Obligated Group Quarterly Disclosure 2011.12.31 for the quarter ended 12/31/2011 posted 02/15/2012 (493 KB)
Sears Methodist Obligated Group Quarterly Disclosure Report 2011.09.30 for the quarter ended 09/30/2011 posted 11/13/2011 (456 KB)
SMRS Obligated Group Continuing Disclosure June 2011 for the quarter ended 06/30/2011 posted 08/15/2011 (446 KB)
SMRS Obligated Group Monthly Disclosure May 2011 for the month beginning 05/01/2011 posted 07/01/2011 (185 KB)
SMRS Obligated Group Voluntary Monthly Disclosure April 2011 for the month beginning 04/01/2011 posted 06/06/2011 (388 KB)
SMRS Obligated Group Quarterly Disclosure Q1 2011 for the quarter ended 03/31/2011 posted 05/15/2011 (458 KB)
SMRS Obligated Group Quarterly Continuing Disclosure December 2010 for the quarter ended 12/31/2010 posted 02/14/2011 (165 KB)
SMRS Continuing Disclosure for Q3 2010-Correction to Operating Results Summary for the quarter ended 09/30/2010 posted 12/14/2010 (131 KB)
SMRS Obligated Group Quarterly Continuing Disclosure Q3 2010 for the quarter ended 09/30/2010 posted 11/14/2010 (130 KB)
SMRS Obligated Group Quarterly Financial Disclosure at June 30, 2010 for the quarter ended 06/30/2010 posted 08/14/2010 (130 KB)
SMRS Obligated Group Quarterly Covenants at March 31, 2010 for the quarter ended 03/31/2010 posted 05/15/2010 (141 KB)
Obligated Group Continuing Disclosure for December 31, 2009 for the quarter ended 12/31/2009 posted 02/16/2010 (962 KB)
Financial Operating Filing for the quarter ended 09/30/2009 posted 11/13/2009 (817 KB)
Financial Operating Filing for the quarter ended 06/30/2009 posted 08/14/2009 (550 KB)
Event Notices
 
Bond Call
 
Sears Methodist Cancellation of Bond Call on April 29, 2014 dated 04/28/2014 posted 04/28/2014 (44 KB)
Cancellation of SMRS Obligated Group Call 3/25/2014 dated 03/25/2014 posted 03/25/2014 (69 KB)
Sears Methodist Call-Canceled and Rescheduled dated 03/24/2014 posted 03/24/2014 (112 KB)
Sears Methodist Obligated Group Call March 25, 2014 dated 02/10/2014 posted 02/10/2014 (53 KB)
SMRS Obligated Group Bond Call December 3, 2013 dated 11/25/2013 posted 11/25/2013 (53 KB)
SMRS Obligated Group Bond Call September 5, 2013 dated 08/08/2013 posted 08/08/2013 (52 KB)
Sears Methodist Obligated Group Call Replay Notice 2013.04.12 dated 04/21/2013 posted 04/21/2013 (44 KB)
Sears Methodist Obligated Group Bond Call April 12, 2013 dated 04/10/2013 posted 04/10/2013 (157 KB)
SMRS Obligated Group Presentation-Bond Call Sept 10, 2012 dated 09/10/2012 posted 09/10/2012 (347 KB)
Sears Obligated Group Bond Call: Sept. 10, 2012 dated 09/10/2012 posted 09/07/2012 (204 KB)
Sears Methodist Call Replay Information May 21, 2012 dated 05/29/2012 Document1 posted 05/29/2012 (28 KB)
Sears Methodist Call Replay Information May 21, 2012 dated 05/29/2012 Document2 posted 05/29/2012 (3.8 MB)
Sears Methodist Bond Call Notice 5/21/2012-Updated Instructions dated 05/18/2012 posted 05/18/2012 (29 KB)
Sears Methodist Bond Call Notice 5/21/2012 dated 05/11/2012 posted 05/11/2012 (28 KB)
Sears Methodist Bond Call Replay Notice 12/13/2011 dated 12/13/2011 posted 12/13/2011 (29 KB)
Sears Methodist: Dec 13, 2011 Revised Call in number dated 12/12/2011 posted 12/12/2011 (28 KB)
Event Filing as of 11/29/2011 posted 11/30/2011 (37 KB)
Sears Methodist Call Notice December 13, 2011 dated 11/17/2011 posted 11/17/2011 (28 KB)
SMRS Obligated Group Bond Call Replay Notice 2011.09.09 dated 09/22/2011 posted 09/22/2011 (30 KB)
Sears Methodist Bond Call Reschedule Sept 9, 2011 dated 09/06/2011 posted 09/06/2011 (28 KB)
Sears Methodist Bond Call Notice 9/6/2011 dated 06/22/2011 posted 06/22/2011 (28 KB)
Sears Methodist Bond Call Replay Notice 6/13/2011 dated 06/08/2011 posted 06/08/2011 (30 KB)
Continuing Disclosure Call FY2010 and Q1 2011 dated 05/09/2011 posted 05/09/2011 (18 KB)
SMRS Bond Call Replay Notice dated 12/14/2010 posted 12/14/2010 (18 KB)
Sears Methodist Continuing Disclosure Call Sept 2010 dated 12/13/2010 posted 11/08/2010 (18 KB)
Sears Methodist Call Replay Notice for Sept 13, 2009 dated 09/14/2010 posted 09/14/2010 (10 KB)
Call Replay 6/14/2010 and Future Call 9/13/2010 dated 06/15/2010 posted 06/15/2010 (11 KB)
Bond Call for Q1 2010 and Call Replay Notice for Q4 2009 dated 03/29/2010 posted 03/29/2010 (11 KB)
Event Filing dated 12/11/2009 posted 12/11/2009 (11 KB)
Event Filing dated 10/05/2009 posted 10/05/2009 (11 KB)
Capital or Other Financing Plan
Defeasance
Other Event-based Disclosures
 
Notice of Non-Payment to Holders dated 05/23/2014 posted 05/23/2014 (22 KB)
Sears Methodist Retention of Alvarez and Marsal dated 04/15/2014 posted 04/15/2014 (26 KB)
Sears Methodist Obligated Group LCS Relationship Update dated 04/10/2014 posted 04/10/2014 (27 KB)
Investor Call Notice 04-10-14 dated 04/10/2014 posted 04/10/2014 (329 KB)
SMRS Obligated Group Update 4/2/2014 dated 04/02/2014 posted 04/02/2014 (184 KB)
Updated Investor Call Notice 03-24-14 dated 03/24/2014 posted 03/24/2014 (388 KB)
SMRS Obligated Group Operating Reserve Draw February 2014 dated 02/17/2014 posted 02/17/2014 (57 KB)
Notice of the 11-15-2012 payment to holders dated 11/15/2012 posted 11/16/2012 (41 KB)
Webinar Presentation on Sept 10, 2012 Bond Call dated 09/10/2012 posted 09/10/2012 (347 KB)
Sears Methodist Obligated Group Bondholder Presentation July 10, 2012 dated 07/09/2012 Document2 posted 07/13/2012 (910 KB)
Sears Methodist Obligated Group Bondholder Presentation July 10, 2012 dated 07/09/2012 Document1 posted 07/09/2012 (217 KB)
Continuing Disclosure Call Reminder dated 09/18/2009 posted 09/18/2009 (94 KB)
P&I Payment Delinquency
Tender Offer / Secondary Market Purchases
Unscheduled Draw on Debt Service Reserve

Financial Information and Documents Sears Tyler Methodist Retirement Group

Audited Financial Statements or CAFR
Quarterly / Monthly Financial Information
Sears Tyler Monthly Disclosure October 2013 for the month beginning 10/01/2013 Document1 posted 02/11/2014 (50 KB)  
Sears Tyler Monthly Disclosure October 2013 for the month beginning 10/01/2013 Document2 posted 02/11/2014 (200 KB)  
Sears Tyler Monthly Disclosure September 2013 for the month beginning 09/01/2013 Document1 posted 11/15/2013 (142 KB)  
Sears Tyler Monthly Disclosure September 2013 for the month beginning 09/01/2013 Document2 posted 11/15/2013 (272 KB)  
Sears Tyler Continuing Disclosure August 2013 for the month beginning 08/01/2013 Document1 posted 10/15/2013 (143 KB)  
Sears Tyler Continuing Disclosure August 2013 for the month beginning 08/01/2013 Document2 posted 10/15/2013 (272 KB)  
Sears Tyler Monthly Disclosure Juy 2013 for the month beginning 07/01/2013 Document1 posted 09/13/2013 (271 KB)  
Sears Tyler Monthly Disclosure Juy 2013 for the month beginning 07/01/2013 Document2 posted 09/13/2013 (143 KB)  
Sears Tyler Monthly Disclosure June 2013 for the month beginning 06/01/2013 Document1 posted 08/15/2013 (274 KB)  
Sears Tyler Monthly Disclosure June 2013 for the month beginning 06/01/2013 Document2 posted 08/15/2013 (144 KB)  
Sears Tyler Continuing Disclosure May 2013 for the month beginning 05/01/2013 Document2 posted 07/19/2013 (274 KB)  
Sears Tyler Continuing Disclosure May 2013 for the month beginning 05/01/2013 Document1 posted 07/19/2013 (143 KB)  
Sears Tyler Continuing Disclosure April 2013 for the month beginning 04/01/2013 Document1 posted 06/18/2013 (144 KB)  
Sears Tyler Continuing Disclosure April 2013 for the month beginning 04/01/2013 Document2 posted 06/18/2013 (273 KB)  
Sears Tyler Continuing Disclosure March 2013 for the month beginning 03/01/2013 Document1 posted 05/15/2013 (144 KB)  
Sears Tyler Continuing Disclosure March 2013 for the month beginning 03/01/2013 Document2 posted 05/15/2013 (272 KB)  

 

 
     

 

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