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

Plan NameHEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 005

HEALTHPARTNERS SERVICES, INC. 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. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052018-01-01
0052017-01-01LYN OTREMBA2018-10-12 LYN OTREMBA2018-10-12
0052016-01-01LYN OTREMBA2017-10-13 LYN OTREMBA2017-10-13
0052015-01-01LYN OTREMBA2016-10-14 LYN OTREMBA2016-10-14
0052014-01-01LYN OTREMBA2015-10-15 LYN OTREMBA2015-10-15
0052013-01-01LYN OTREMBA2014-10-13 LYN OTREMBA2014-10-13
0052012-01-01LYN OTREMBA2013-10-07 LYN OTREMBA2013-10-07
0052011-01-01LYN OTREMBA2012-10-15 LYN OTREMBA2012-10-15
0052010-01-01LYN OTREMBA2011-10-05 LYN OTREMBA2011-10-05
0052009-01-01LYN OTREMBA2010-10-15 LYN OTREMBA2010-10-15

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

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

Measure Date Value
2018: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0191
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. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0185
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01110
Total participants2017-01-01110
Number of participants with account balances2017-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0184
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0199
Total participants2016-01-0199
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0197
Total participants2015-01-0197
Number of participants with account balances2015-01-0150
2014: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0184
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0184
Total participants2014-01-0184
Number of participants with account balances2014-01-0146
2013: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0159
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0184
Total participants2013-01-0184
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0155
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0159
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0155
Total participants2011-01-0155
Number of participants with account balances2011-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0154
Total number of active participants reported on line 7a of the Form 55002010-01-0156
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0163
Total participants2010-01-0163
Number of participants with account balances2010-01-0140
2009: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0154
Total participants2009-01-0154
Number of participants with account balances2009-01-0139
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. MONEY PURCHASE PENSION PLAN

Measure Date Value
2018 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-3,942,574
Total income from all sources2018-12-31$581,972
Expenses. Total of all expenses incurred2018-12-31$115,431
Benefits paid (including direct rollovers)2018-12-31$112,122
Total plan assets at beginning of year2018-12-31$3,476,033
Value of fidelity bond covering the plan2018-12-31$15,000,000
Other income received2018-12-31$266,552
Net income (gross income less expenses)2018-12-31$466,541
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,476,033
Total contributions received or receivable from employer(s)2018-12-31$315,420
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,309
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$315,420
Amount contributed by the employer to the plan for this plan year2018-12-31$315,420
2017 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$863,089
Expenses. Total of all expenses incurred2017-12-31$7,543
Benefits paid (including direct rollovers)2017-12-31$4,028
Total plan assets at end of year2017-12-31$3,476,033
Total plan assets at beginning of year2017-12-31$2,620,487
Value of fidelity bond covering the plan2017-12-31$15,000,000
Other income received2017-12-31$587,264
Net income (gross income less expenses)2017-12-31$855,546
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,476,033
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,620,487
Total contributions received or receivable from employer(s)2017-12-31$275,825
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,515
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$275,825
Amount contributed by the employer to the plan for this plan year2017-12-31$275,825
2016 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$176,103
Expenses. Total of all expenses incurred2016-12-31$157,523
Benefits paid (including direct rollovers)2016-12-31$148,060
Total plan assets at end of year2016-12-31$2,620,487
Total plan assets at beginning of year2016-12-31$2,601,907
Value of fidelity bond covering the plan2016-12-31$15,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,244
Other income received2016-12-31$169,859
Net income (gross income less expenses)2016-12-31$18,580
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,620,487
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,601,907
Total contributions received or receivable from employer(s)2016-12-31$6,244
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,219
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$221,675
Amount contributed by the employer to the plan for this plan year2016-12-31$221,675
2015 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$239,361
Expenses. Total of all expenses incurred2015-12-31$13,682
Benefits paid (including direct rollovers)2015-12-31$11,014
Total plan assets at end of year2015-12-31$2,601,907
Total plan assets at beginning of year2015-12-31$2,376,228
Value of fidelity bond covering the plan2015-12-31$15,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Other income received2015-12-31$23,930
Net income (gross income less expenses)2015-12-31$225,679
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,601,907
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,376,228
Total contributions received or receivable from employer(s)2015-12-31$215,431
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,668
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$215,431
Amount contributed by the employer to the plan for this plan year2015-12-31$215,431
2014 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$335,766
Expenses. Total of all expenses incurred2014-12-31$27,154
Benefits paid (including direct rollovers)2014-12-31$18,946
Total plan assets at end of year2014-12-31$2,376,228
Total plan assets at beginning of year2014-12-31$2,067,616
Value of fidelity bond covering the plan2014-12-31$15,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$4,981
Other income received2014-12-31$137,140
Net income (gross income less expenses)2014-12-31$308,612
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,376,228
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,067,616
Total contributions received or receivable from employer(s)2014-12-31$198,626
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,227
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$198,626
Amount contributed by the employer to the plan for this plan year2014-12-31$198,626
2013 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$578,181
Expenses. Total of all expenses incurred2013-12-31$156,384
Benefits paid (including direct rollovers)2013-12-31$153,637
Total plan assets at end of year2013-12-31$2,067,616
Total plan assets at beginning of year2013-12-31$1,645,819
Value of fidelity bond covering the plan2013-12-31$15,000,000
Other income received2013-12-31$387,737
Net income (gross income less expenses)2013-12-31$421,797
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,067,616
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,645,819
Total contributions received or receivable from employer(s)2013-12-31$190,444
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,747
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$190,610
Amount contributed by the employer to the plan for this plan year2013-12-31$190,610
2012 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$347,036
Expenses. Total of all expenses incurred2012-12-31$49,205
Benefits paid (including direct rollovers)2012-12-31$46,958
Total plan assets at end of year2012-12-31$1,645,819
Total plan assets at beginning of year2012-12-31$1,347,988
Value of fidelity bond covering the plan2012-12-31$15,000,000
Other income received2012-12-31$174,246
Net income (gross income less expenses)2012-12-31$297,831
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,645,819
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,347,988
Total contributions received or receivable from employer(s)2012-12-31$172,790
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,247
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$172,790
Amount contributed by the employer to the plan for this plan year2012-12-31$172,790
2011 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$126,594
Expenses. Total of all expenses incurred2011-12-31$87,205
Benefits paid (including direct rollovers)2011-12-31$85,252
Total plan assets at end of year2011-12-31$1,347,988
Total plan assets at beginning of year2011-12-31$1,308,599
Value of fidelity bond covering the plan2011-12-31$15,000,000
Other income received2011-12-31$-26,484
Net income (gross income less expenses)2011-12-31$39,389
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,347,988
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,308,599
Total contributions received or receivable from employer(s)2011-12-31$153,078
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,953
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$153,078
Amount contributed by the employer to the plan for this plan year2011-12-31$153,078
2010 : HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$287,004
Expenses. Total of all expenses incurred2010-12-31$57,929
Benefits paid (including direct rollovers)2010-12-31$56,455
Total plan assets at end of year2010-12-31$1,308,599
Total plan assets at beginning of year2010-12-31$1,079,525
Value of fidelity bond covering the plan2010-12-31$15,000,000
Other income received2010-12-31$132,772
Net income (gross income less expenses)2010-12-31$229,075
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,308,599
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,079,525
Total contributions received or receivable from employer(s)2010-12-31$154,232
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,474
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$154,417
Amount contributed by the employer to the plan for this plan year2010-12-31$154,417
2009 : HEALTHPARTNERS SERVICES, INC. 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$151,593
Amount contributed by the employer to the plan for this plan year2009-12-31$151,593

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

2018: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEALTHPARTNERS SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTHPARTNERS SERVICES, INC. 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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