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HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameHEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN
Plan identification number 003

HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHPARTNERS SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTHPARTNERS SERVICES, INC.
Employer identification number (EIN):411683568
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032018-01-01
0032018-01-01
0032017-01-01LYN OTREMBA2018-10-09 LYN OTREMBA2018-10-09
0032016-01-01LYN OTREMBA2017-10-12 LYN OTREMBA2017-10-12
0032015-01-01LYN OTREMBA2016-10-14 LYN OTREMBA2016-10-14
0032014-01-01LYN OTREMBA2015-10-15 LYN OTREMBA2015-10-15
0032013-01-01LYN OTREMBA2014-10-13 LYN OTREMBA2014-10-13
0032012-01-01LYN OTREMBA2013-10-07 LYN OTREMBA2013-10-07
0032011-01-01LYN OTREMBA2012-10-15 LYN OTREMBA2012-10-15
0032009-01-01LYN OTREMBA2010-10-13 LYN OTREMBA2010-10-13
0032009-01-01LYN OTREMBA2010-10-13 LYN OTREMBA2010-10-13
0032009-01-01LYN OTREMBA2010-10-13 LYN OTREMBA2010-10-13

Plan Statistics for HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN

Measure Date Value
2018: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01217
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01149
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01169
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01149
Total participants2015-01-01149
Number of participants with account balances2015-01-01119
2014: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01146
Total participants2014-01-01146
Number of participants with account balances2014-01-01111
2013: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01159
Total participants2013-01-01159
Number of participants with account balances2013-01-01109
2012: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01128
Total participants2012-01-01128
Number of participants with account balances2012-01-01112
2011: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01133
Total participants2011-01-01133
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01145
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01134
Total participants2009-01-01134
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN

Measure Date Value
2018 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total transfer of assets from this plan2018-10-31$4,803,869
Total income from all sources (including contributions)2018-10-31$317,026
Total of all expenses incurred2018-10-31$236,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$232,268
Value of total assets at beginning of year2018-10-31$4,723,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$4,524
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$29,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$29,344
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$15,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Total non interest bearing cash at beginning of year2018-10-31$5,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$80,234
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$4,723,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$4,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$3,795,093
Value of interest in common/collective trusts at beginning of year2018-10-31$629,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$287,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Employer contributions (assets) at beginning of year2018-10-31$294,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$232,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-10-31410746749
2017 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$968,168
Total of all expenses incurred2017-12-31$74,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$69,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$294,299
Value of total assets at end of year2017-12-31$4,723,635
Value of total assets at beginning of year2017-12-31$3,829,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,270
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$141,044
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$141,044
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$295,046
Amount contributed by the employer to the plan for this plan year2017-12-31$295,046
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Total non interest bearing cash at end of year2017-12-31$5,183
Total non interest bearing cash at beginning of year2017-12-31$13
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$893,838
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,723,635
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,829,797
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
Investment advisory and management fees2017-12-31$5,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,795,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,956,299
Value of interest in common/collective trusts at end of year2017-12-31$629,060
Value of interest in common/collective trusts at beginning of year2017-12-31$599,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$532,825
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$294,299
Employer contributions (assets) at end of year2017-12-31$294,299
Employer contributions (assets) at beginning of year2017-12-31$274,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$69,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$518,535
Total of all expenses incurred2016-12-31$282,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$277,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$274,036
Value of total assets at end of year2016-12-31$3,829,797
Value of total assets at beginning of year2016-12-31$3,594,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$70,925
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$70,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$274,049
Amount contributed by the employer to the plan for this plan year2016-12-31$274,049
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Total non interest bearing cash at end of year2016-12-31$13
Total non interest bearing cash at beginning of year2016-12-31$2,498
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$235,777
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,829,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,594,020
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
Investment advisory and management fees2016-12-31$4,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,956,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,749,542
Value of interest in common/collective trusts at end of year2016-12-31$599,449
Value of interest in common/collective trusts at beginning of year2016-12-31$580,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$173,574
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$274,036
Employer contributions (assets) at end of year2016-12-31$274,036
Employer contributions (assets) at beginning of year2016-12-31$261,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$277,831
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$288,172
Total of all expenses incurred2015-12-31$74,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$261,334
Value of total assets at end of year2015-12-31$3,594,020
Value of total assets at beginning of year2015-12-31$3,380,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$120,353
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$120,353
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$263,235
Amount contributed by the employer to the plan for this plan year2015-12-31$263,235
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Total non interest bearing cash at end of year2015-12-31$2,498
Total non interest bearing cash at beginning of year2015-12-31$2,431
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$213,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,594,020
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,380,298
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
Investment advisory and management fees2015-12-31$4,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,749,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,612,831
Value of interest in common/collective trusts at end of year2015-12-31$580,597
Value of interest in common/collective trusts at beginning of year2015-12-31$530,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-93,515
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$261,334
Employer contributions (assets) at end of year2015-12-31$261,383
Employer contributions (assets) at beginning of year2015-12-31$234,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$70,273
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,646
Total income from all sources (including contributions)2014-12-31$433,850
Total of all expenses incurred2014-12-31$191,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$228,445
Value of total assets at end of year2014-12-31$3,380,298
Value of total assets at beginning of year2014-12-31$3,141,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,183
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$153,790
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$153,790
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$234,195
Amount contributed by the employer to the plan for this plan year2014-12-31$234,195
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,646
Total non interest bearing cash at end of year2014-12-31$2,431
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$241,916
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,380,298
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,138,382
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
Investment advisory and management fees2014-12-31$5,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,612,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,392,186
Value of interest in common/collective trusts at end of year2014-12-31$530,841
Value of interest in common/collective trusts at beginning of year2014-12-31$507,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$51,615
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$228,445
Employer contributions (assets) at end of year2014-12-31$234,195
Employer contributions (assets) at beginning of year2014-12-31$238,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,751
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP.
Accountancy firm EIN2014-12-31135665207
2013 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$407
Total income from all sources (including contributions)2013-12-31$789,601
Total of all expenses incurred2013-12-31$153,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$237,099
Value of total assets at end of year2013-12-31$3,141,028
Value of total assets at beginning of year2013-12-31$2,502,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88,791
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$88,791
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$238,791
Amount contributed by the employer to the plan for this plan year2013-12-31$238,791
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$407
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$636,071
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,138,382
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,502,311
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
Investment advisory and management fees2013-12-31$4,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,392,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,724,653
Value of interest in common/collective trusts at end of year2013-12-31$507,405
Value of interest in common/collective trusts at beginning of year2013-12-31$551,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$463,711
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$237,099
Employer contributions (assets) at end of year2013-12-31$238,791
Employer contributions (assets) at beginning of year2013-12-31$225,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$148,642
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP.
Accountancy firm EIN2013-12-31135665207
2012 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$417
Total income from all sources (including contributions)2012-12-31$471,837
Total of all expenses incurred2012-12-31$140,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,471
Value of total assets at end of year2012-12-31$2,502,718
Value of total assets at beginning of year2012-12-31$2,171,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,019
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,716
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$51,716
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$225,541
Amount contributed by the employer to the plan for this plan year2012-12-31$225,541
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$417
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$331,128
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,502,311
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,171,183
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
Investment advisory and management fees2012-12-31$4,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,724,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,452,436
Value of interest in common/collective trusts at end of year2012-12-31$551,944
Value of interest in common/collective trusts at beginning of year2012-12-31$509,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$194,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$225,471
Employer contributions (assets) at end of year2012-12-31$225,541
Employer contributions (assets) at beginning of year2012-12-31$209,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,690
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135665207
2011 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$417
Total income from all sources (including contributions)2011-12-31$180,512
Total of all expenses incurred2011-12-31$73,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$70,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,108
Value of total assets at end of year2011-12-31$2,171,600
Value of total assets at beginning of year2011-12-31$2,064,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,535
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$42,083
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$42,083
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$209,134
Amount contributed by the employer to the plan for this plan year2011-12-31$209,134
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$417
Administrative expenses (other) incurred2011-12-31$3,535
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$106,705
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,171,183
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,064,478
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$1,452,436
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,850,586
Value of interest in common/collective trusts at end of year2011-12-31$509,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$97,634
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$214,108
Employer contributions (assets) at end of year2011-12-31$209,134
Employer contributions (assets) at beginning of year2011-12-31$213,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$70,272
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135665207
2010 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$417,248
Total of all expenses incurred2010-12-31$67,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$216,285
Value of total assets at end of year2010-12-31$2,064,478
Value of total assets at beginning of year2010-12-31$1,714,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,849
Total interest from all sources2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$220,917
Amount contributed by the employer to the plan for this plan year2010-12-31$220,917
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$349,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,064,478
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,714,488
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
Investment advisory and management fees2010-12-31$2,849
Interest on participant loans2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$1,850,586
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,488,196
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
Contributions received in cash from employer2010-12-31$216,285
Employer contributions (assets) at end of year2010-12-31$213,892
Employer contributions (assets) at beginning of year2010-12-31$226,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135665207
2009 : HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$226,292
Amount contributed by the employer to the plan for this plan year2009-12-31$226,292

Form 5500 Responses for HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN

2018: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTHPARTNERS SERVICES, INC. UNION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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