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HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 401k Plan overview

Plan NameHEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)
Plan identification number 001

HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

HEALTH PARTNERS PLANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH PARTNERS PLANS, INC.
Employer identification number (EIN):232379751
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01IVY LOTT2019-10-10
0012017-01-01
0012016-01-01VICKI SESSOMS JOHN SEHI2017-10-13
0012015-01-01VICKI SESSOMS JOHN SEHI2016-09-26
0012014-01-01VICKI SESSOMS JOHN SEHI2015-10-05
0012013-01-01VICKI SESSOMS JOHN SEHI2014-10-13
0012012-01-01VICKI SESSOMS ROLANDO PORTOCARRERO2013-10-15
0012011-01-01VICKI SESSOMS ROLANDO PORTOCARRERO2012-10-15
0012009-01-01VICKI SESSOMS MARTIN BRILL2010-10-07

Plan Statistics for HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)

401k plan membership statisitcs for HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)

Measure Date Value
2022: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-011,122
Total number of active participants reported on line 7a of the Form 55002022-01-01794
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-01324
Total of all active and inactive participants2022-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,189
Number of participants with account balances2022-01-011,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-011,136
Total number of active participants reported on line 7a of the Form 55002021-01-01754
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01367
Total of all active and inactive participants2021-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,122
Number of participants with account balances2021-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0153
2020: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-011,195
Total number of active participants reported on line 7a of the Form 55002020-01-01809
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01327
Total of all active and inactive participants2020-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,136
Number of participants with account balances2020-01-011,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-011,244
Total number of active participants reported on line 7a of the Form 55002019-01-01914
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01279
Total of all active and inactive participants2019-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,195
Number of participants with account balances2019-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0193
2018: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-011,264
Total number of active participants reported on line 7a of the Form 55002018-01-01963
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01262
Total of all active and inactive participants2018-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,227
Number of participants with account balances2018-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01135
2017: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-011,114
Total number of active participants reported on line 7a of the Form 55002017-01-011,001
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01215
Total of all active and inactive participants2017-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,218
Number of participants with account balances2017-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0180
2016: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-011,035
Total number of active participants reported on line 7a of the Form 55002016-01-01861
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01219
Total of all active and inactive participants2016-01-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,083
Number of participants with account balances2016-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0175
2015: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01874
Total number of active participants reported on line 7a of the Form 55002015-01-01749
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01220
Total of all active and inactive participants2015-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01971
Number of participants with account balances2015-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0164
2014: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01728
Total number of active participants reported on line 7a of the Form 55002014-01-01620
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01207
Total of all active and inactive participants2014-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01829
Number of participants with account balances2014-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01671
Total number of active participants reported on line 7a of the Form 55002013-01-01560
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01136
Total of all active and inactive participants2013-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01696
Number of participants with account balances2013-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0135
2012: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01632
Total number of active participants reported on line 7a of the Form 55002012-01-01535
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01124
Total of all active and inactive participants2012-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01660
Number of participants with account balances2012-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01612
Total number of active participants reported on line 7a of the Form 55002011-01-01502
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01616
Number of participants with account balances2011-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01555
Total number of active participants reported on line 7a of the Form 55002009-01-01457
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01571
Number of participants with account balances2009-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)

Measure Date Value
2022 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-14,030,076
Total of all expenses incurred2022-12-31$7,966,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,944,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,774,747
Value of total assets at end of year2022-12-31$108,248,825
Value of total assets at beginning of year2022-12-31$130,245,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,926
Total interest from all sources2022-12-31$132,372
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-753,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$-753,459
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,323,710
Participant contributions at end of year2022-12-31$2,821,725
Participant contributions at beginning of year2022-12-31$2,926,633
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$485,660
Administrative expenses (other) incurred2022-12-31$21,926
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,996,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$108,248,825
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$130,245,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$95,417,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$118,850,239
Interest on participant loans2022-12-31$132,372
Value of interest in common/collective trusts at end of year2022-12-31$10,009,790
Value of interest in common/collective trusts at beginning of year2022-12-31$8,468,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,183,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,965,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,944,867
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$28,248,022
Total of all expenses incurred2021-12-31$14,285,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,265,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,407,887
Value of total assets at end of year2021-12-31$130,245,694
Value of total assets at beginning of year2021-12-31$116,283,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,644
Total interest from all sources2021-12-31$133,301
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,909,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,909,581
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,189,003
Participant contributions at end of year2021-12-31$2,926,633
Participant contributions at beginning of year2021-12-31$2,967,187
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$319,383
Administrative expenses (other) incurred2021-12-31$20,644
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,962,337
Value of net assets at end of year (total assets less liabilities)2021-12-31$130,245,694
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,283,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$118,850,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$104,777,932
Interest on participant loans2021-12-31$133,301
Value of interest in common/collective trusts at end of year2021-12-31$8,468,822
Value of interest in common/collective trusts at beginning of year2021-12-31$8,538,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,797,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,899,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,265,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,209
Total income from all sources (including contributions)2020-12-31$26,702,467
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,485,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,463,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,058,825
Value of total assets at end of year2020-12-31$116,283,357
Value of total assets at beginning of year2020-12-31$98,083,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,170
Total interest from all sources2020-12-31$157,187
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,617,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,617,135
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,386,817
Participant contributions at end of year2020-12-31$2,967,187
Participant contributions at beginning of year2020-12-31$2,841,056
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$437,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$100
Administrative expenses (other) incurred2020-12-31$22,170
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,216,936
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,283,357
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$98,066,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$104,777,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$88,277,481
Interest on participant loans2020-12-31$157,187
Value of interest in common/collective trusts at end of year2020-12-31$8,538,238
Value of interest in common/collective trusts at beginning of year2020-12-31$6,962,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,449,644
Net investment gain or loss from common/collective trusts2020-12-31$419,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,234,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,463,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$17,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31131781641
2019 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,103,350
Total income from all sources (including contributions)2019-12-31$30,103,350
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,468,128
Total of all expenses incurred2019-12-31$12,468,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,418,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,418,378
Expenses. Certain deemed distributions of participant loans2019-12-31$22,270
Expenses. Certain deemed distributions of participant loans2019-12-31$22,270
Value of total corrective distributions2019-12-31$445
Value of total corrective distributions2019-12-31$445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,883,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,883,441
Value of total assets at end of year2019-12-31$98,083,630
Value of total assets at end of year2019-12-31$98,083,630
Value of total assets at beginning of year2019-12-31$80,431,199
Value of total assets at beginning of year2019-12-31$80,431,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,035
Total interest from all sources2019-12-31$138,636
Total interest from all sources2019-12-31$138,636
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,228,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,228,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,228,442
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,228,442
Administrative expenses professional fees incurred2019-12-31$27,035
Administrative expenses professional fees incurred2019-12-31$27,035
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,556,302
Contributions received from participants2019-12-31$4,556,302
Participant contributions at end of year2019-12-31$2,841,056
Participant contributions at end of year2019-12-31$2,841,056
Participant contributions at beginning of year2019-12-31$2,252,820
Participant contributions at beginning of year2019-12-31$2,252,820
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$799,978
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$799,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,257
Total non interest bearing cash at end of year2019-12-31$2,257
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,635,222
Value of net income/loss2019-12-31$17,635,222
Value of net assets at end of year (total assets less liabilities)2019-12-31$98,066,421
Value of net assets at end of year (total assets less liabilities)2019-12-31$98,066,421
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,431,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,431,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,277,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,277,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,086,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,086,162
Interest on participant loans2019-12-31$138,636
Interest on participant loans2019-12-31$138,636
Value of interest in common/collective trusts at end of year2019-12-31$6,962,836
Value of interest in common/collective trusts at end of year2019-12-31$6,962,836
Value of interest in common/collective trusts at beginning of year2019-12-31$7,092,217
Value of interest in common/collective trusts at beginning of year2019-12-31$7,092,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,694,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,694,968
Net investment gain or loss from common/collective trusts2019-12-31$157,863
Net investment gain or loss from common/collective trusts2019-12-31$157,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,527,161
Contributions received in cash from employer2019-12-31$5,527,161
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,418,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,418,378
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,109
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,109
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31131781641
Accountancy firm EIN2019-12-31131781641
2018 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,661,429
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,243,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,214,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,255,368
Value of total assets at end of year2018-12-31$80,431,199
Value of total assets at beginning of year2018-12-31$80,012,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,820
Total interest from all sources2018-12-31$105,057
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,315,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,315,237
Administrative expenses professional fees incurred2018-12-31$28,820
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,506,181
Participant contributions at end of year2018-12-31$2,252,820
Participant contributions at beginning of year2018-12-31$1,929,008
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,048,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$194,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$418,242
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,431,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,012,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$71,086,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,322,458
Interest on participant loans2018-12-31$105,057
Value of interest in common/collective trusts at end of year2018-12-31$7,092,217
Value of interest in common/collective trusts at beginning of year2018-12-31$6,567,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,142,720
Net investment gain or loss from common/collective trusts2018-12-31$128,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,700,221
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,214,367
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31131781641
2017 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,626
Total income from all sources (including contributions)2017-12-31$22,572,082
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,592,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,568,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,804,627
Value of total assets at end of year2017-12-31$80,012,957
Value of total assets at beginning of year2017-12-31$64,034,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,810
Total interest from all sources2017-12-31$80,843
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,573,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,573,879
Administrative expenses professional fees incurred2017-12-31$23,810
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,921,460
Participant contributions at end of year2017-12-31$1,929,008
Participant contributions at beginning of year2017-12-31$1,711,095
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$794,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,626
Total non interest bearing cash at end of year2017-12-31$194,317
Total non interest bearing cash at beginning of year2017-12-31$1,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,979,931
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,012,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,033,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,322,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,065,589
Interest on participant loans2017-12-31$80,843
Value of interest in common/collective trusts at end of year2017-12-31$6,567,174
Value of interest in common/collective trusts at beginning of year2017-12-31$4,256,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,024,836
Net investment gain or loss from common/collective trusts2017-12-31$87,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,088,273
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,568,341
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31131781641
2016 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5
Total income from all sources (including contributions)2016-12-31$11,304,396
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,587,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,568,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,535,211
Value of total assets at end of year2016-12-31$64,034,652
Value of total assets at beginning of year2016-12-31$59,315,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,945
Total interest from all sources2016-12-31$75,933
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,314,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,314,419
Administrative expenses professional fees incurred2016-12-31$18,945
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,475,069
Participant contributions at end of year2016-12-31$1,711,095
Participant contributions at beginning of year2016-12-31$1,731,443
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$599,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5
Total non interest bearing cash at end of year2016-12-31$1,626
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,717,042
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,033,026
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,315,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,065,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,294,951
Interest on participant loans2016-12-31$71,440
Value of interest in common/collective trusts at end of year2016-12-31$4,256,342
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,289,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,289,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$360,213
Net investment gain or loss from common/collective trusts2016-12-31$18,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,461,102
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,568,409
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-31131781641
2015 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$175
Total income from all sources (including contributions)2015-12-31$7,763,637
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,027,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,017,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,283,566
Value of total assets at end of year2015-12-31$59,315,989
Value of total assets at beginning of year2015-12-31$55,579,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,200
Total interest from all sources2015-12-31$67,406
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,085,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,085,212
Administrative expenses professional fees incurred2015-12-31$10,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,015,434
Participant contributions at end of year2015-12-31$1,731,443
Participant contributions at beginning of year2015-12-31$1,598,971
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$587,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$175
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,736,351
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,315,984
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,579,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,294,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,131,181
Interest on participant loans2015-12-31$66,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,289,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,849,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,849,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,672,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,680,550
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,017,086
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-31131781641
2014 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,944
Total income from all sources (including contributions)2014-12-31$9,941,417
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,136,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,127,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,794,014
Value of total assets at end of year2014-12-31$55,579,808
Value of total assets at beginning of year2014-12-31$50,776,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,500
Total interest from all sources2014-12-31$64,245
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,867,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,867,598
Administrative expenses professional fees incurred2014-12-31$9,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,438,718
Participant contributions at end of year2014-12-31$1,598,971
Participant contributions at beginning of year2014-12-31$1,529,809
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$144,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$144
Total non interest bearing cash at end of year2014-12-31$10
Total non interest bearing cash at beginning of year2014-12-31$1,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,804,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,579,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,774,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,131,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,976,505
Interest on participant loans2014-12-31$63,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,849,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,268,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,268,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,215,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,210,962
Employer contributions (assets) at end of year2014-12-31$18
Employer contributions (assets) at beginning of year2014-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,127,137
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,800
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2014-12-31131781641
2013 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$384
Total income from all sources (including contributions)2013-12-31$14,634,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,502,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,493,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,977,578
Value of total assets at end of year2013-12-31$50,776,797
Value of total assets at beginning of year2013-12-31$39,642,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,600
Total interest from all sources2013-12-31$65,825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,793,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,793,189
Administrative expenses professional fees incurred2013-12-31$8,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,131,077
Participant contributions at end of year2013-12-31$1,529,809
Participant contributions at beginning of year2013-12-31$1,520,019
Participant contributions at end of year2013-12-31$1
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$179,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$363
Total non interest bearing cash at end of year2013-12-31$1,944
Total non interest bearing cash at beginning of year2013-12-31$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,132,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,774,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,642,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,976,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,375,643
Interest on participant loans2013-12-31$65,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,268,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,746,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,746,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,798,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,666,513
Employer contributions (assets) at end of year2013-12-31$2
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,493,573
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,800
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$21
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2013-12-31131781641
2012 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,541
Total income from all sources (including contributions)2012-12-31$9,104,841
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,088,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,080,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,576,522
Value of total assets at end of year2012-12-31$39,642,558
Value of total assets at beginning of year2012-12-31$32,647,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,450
Total interest from all sources2012-12-31$66,846
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$924,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$924,695
Administrative expenses professional fees incurred2012-12-31$8,450
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,918,314
Participant contributions at end of year2012-12-31$1,520,019
Participant contributions at beginning of year2012-12-31$1,477,789
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$140,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$69
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$101
Total non interest bearing cash at end of year2012-12-31$386
Total non interest bearing cash at beginning of year2012-12-31$184,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,016,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,642,174
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,626,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,375,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,222,604
Interest on participant loans2012-12-31$66,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,746,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,758,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,758,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,536,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,517,548
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$3,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,080,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$21
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$21,440
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-31131781641
2011 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,007
Total income from all sources (including contributions)2011-12-31$3,618,516
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,939,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,930,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,028,082
Value of total assets at end of year2011-12-31$32,647,626
Value of total assets at beginning of year2011-12-31$30,953,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,500
Total interest from all sources2011-12-31$66,057
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$609,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$609,582
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,734,753
Participant contributions at end of year2011-12-31$1,477,789
Participant contributions at beginning of year2011-12-31$1,476,470
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$69
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,103
Other income not declared elsewhere2011-12-31$69
Administrative expenses (other) incurred2011-12-31$8,500
Total non interest bearing cash at end of year2011-12-31$184,616
Total non interest bearing cash at beginning of year2011-12-31$161,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,679,344
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,626,085
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,946,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,222,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,787,748
Interest on participant loans2011-12-31$65,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,758,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,528,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,528,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,085,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,282,391
Employer contributions (assets) at end of year2011-12-31$3,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,930,672
Liabilities. Value of benefit claims payable at end of year2011-12-31$21,440
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,904
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-31131781641
2010 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3
Total income from all sources (including contributions)2010-12-31$7,395,808
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$945,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$935,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,939,879
Value of total assets at end of year2010-12-31$30,953,748
Value of total assets at beginning of year2010-12-31$24,495,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,000
Total interest from all sources2010-12-31$66,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$337,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$337,200
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,643,530
Participant contributions at end of year2010-12-31$1,476,470
Participant contributions at beginning of year2010-12-31$1,175,511
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,930
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3
Administrative expenses (other) incurred2010-12-31$10,000
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$161,045
Total non interest bearing cash at beginning of year2010-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,450,793
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,946,741
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,495,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,787,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,032,927
Interest on participant loans2010-12-31$63,053
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,528,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,282,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,282,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,858
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,051,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$2,148,663
Employer contributions (assets) at beginning of year2010-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$935,015
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,904
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31131781641
2009 : HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K)

2022: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 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: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTH PARTNERS PLANS, INC. RETIREMENT PLAN 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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