401k Plan data: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN plan

HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 401k Plan overview

Plan Name	HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN
Plan identification number	001

HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 OF WESTERN OHIO has sponsored the creation of one or more 401k plans.

Company Name: HEALTH PARTNERS OF WESTERN OHIO

Employer identification number (EIN): 562330309

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Additional information about HEALTH PARTNERS OF WESTERN OHIO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2002-12-18

Company Identification Number: 1358256

Legal Registered Office Address: 441 EAST 8TH STREET
-
LIMA
United States of America (USA)
45804

More information about HEALTH PARTNERS OF WESTERN OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LORETTA MANKIN 2023-10-03 LORETTA MANKIN 2023-10-03
001 2021-01-01 LORETTA MANKIN 2022-06-14 LORETTA MANKIN 2022-06-14
001 2020-01-01 LORETTA MANKIN 2021-05-05 LORETTA MANKIN 2021-05-05
001 2019-01-01 LORETTA MANKIN 2020-10-08 LORETTA MANKIN 2020-10-08
001 2018-01-01 LORETTA MANKIN 2019-10-15 LORETTA MANKIN 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LORETTA MANKIN	2023-10-03	LORETTA MANKIN	2023-10-03
001	2021-01-01	LORETTA MANKIN	2022-06-14	LORETTA MANKIN	2022-06-14
001	2020-01-01	LORETTA MANKIN	2021-05-05	LORETTA MANKIN	2021-05-05
001	2019-01-01	LORETTA MANKIN	2020-10-08	LORETTA MANKIN	2020-10-08
001	2018-01-01	LORETTA MANKIN	2019-10-15	LORETTA MANKIN	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01

Plan Statistics for HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN

401k plan membership statisitcs for HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN

Measure Date Value
2022: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 414
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 199
Total of all active and inactive participants 2022-01-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 613
Number of participants with account balances 2022-01-01 553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 89
2021: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 351
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 134
Total of all active and inactive participants 2021-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 485
Number of participants with account balances 2021-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 83
2020: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 336
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 112
Total of all active and inactive participants 2020-01-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 448
Number of participants with account balances 2020-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 45
2019: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 341
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 106
Total of all active and inactive participants 2019-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 447
Number of participants with account balances 2019-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 51
2018: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 319
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 72
Total of all active and inactive participants 2018-01-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 391
Number of participants with account balances 2018-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 41
2017: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 272
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 66
Total of all active and inactive participants 2017-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 338
Number of participants with account balances 2017-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 47
2016: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 266
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 310
Number of participants with account balances 2016-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 26
2015: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 228
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 279
Number of participants with account balances 2015-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 27
2014: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 198
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 225
Number of participants with account balances 2014-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11

Measure	Date	Value
2022: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	414
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	199
Total of all active and inactive participants	2022-01-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	613
Number of participants with account balances	2022-01-01	553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	89
2021: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	351
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	134
Total of all active and inactive participants	2021-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	485
Number of participants with account balances	2021-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	83
2020: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	336
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	112
Total of all active and inactive participants	2020-01-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	448
Number of participants with account balances	2020-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	45
2019: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	341
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	106
Total of all active and inactive participants	2019-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	447
Number of participants with account balances	2019-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	51
2018: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	319
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	72
Total of all active and inactive participants	2018-01-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	391
Number of participants with account balances	2018-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	41
2017: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	272
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	66
Total of all active and inactive participants	2017-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	338
Number of participants with account balances	2017-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	47
2016: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	266
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	310
Number of participants with account balances	2016-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	26
2015: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	228
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	279
Number of participants with account balances	2015-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	27
2014: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	198
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	225
Number of participants with account balances	2014-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11

Financial Data on HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN

Measure	Date	Value
2022 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,579
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,027,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,017,197
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,893,983
Value of total assets at end of year	2022-12-31	$9,391,043
Value of total assets at beginning of year	2022-12-31	$10,427,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,578
Total interest from all sources	2022-12-31	$3,173
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$464,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$464,559
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,178,429
Participant contributions at end of year	2022-12-31	$115,393
Participant contributions at beginning of year	2022-12-31	$98,377
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$216,157
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$10,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,036,354
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,391,043
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,427,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,275,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,329,020
Interest on participant loans	2022-12-31	$3,173
Interest earned on other investments	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,370,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$499,397
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,017,197
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2022-12-31	341310124
2021 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,188,171
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$678,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$666,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,938,954
Value of total assets at end of year	2021-12-31	$10,427,397
Value of total assets at beginning of year	2021-12-31	$7,917,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,342
Total interest from all sources	2021-12-31	$3,486
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$470,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$470,214
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,008,123
Participant contributions at end of year	2021-12-31	$98,377
Participant contributions at beginning of year	2021-12-31	$107,161
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$5,158
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$349,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$12,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,509,743
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,427,397
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,917,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,329,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,803,373
Interest on participant loans	2021-12-31	$3,486
Interest earned on other investments	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$775,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$581,029
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$1,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$666,086
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2021-12-31	341310124
2020 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$0
Total income from all sources (including contributions)	2020-12-31	$2,750,081
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$824,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$797,307
Expenses. Certain deemed distributions of participant loans	2020-12-31	$16,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,587,106
Value of total assets at end of year	2020-12-31	$7,917,654
Value of total assets at beginning of year	2020-12-31	$5,992,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,484
Total interest from all sources	2020-12-31	$2,886
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$228,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$228,651
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$800,631
Participant contributions at end of year	2020-12-31	$107,161
Participant contributions at beginning of year	2020-12-31	$51,594
Participant contributions at end of year	2020-12-31	$5,158
Participant contributions at beginning of year	2020-12-31	$311
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$312,773
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$10,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,925,598
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,917,654
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,992,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,803,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,940,043
Interest on participant loans	2020-12-31	$2,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$931,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$473,702
Employer contributions (assets) at end of year	2020-12-31	$1,962
Employer contributions (assets) at beginning of year	2020-12-31	$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$797,307
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2020-12-31	341310124
2019 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end 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	$2,325,639
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$573,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$546,400
Expenses. Certain deemed distributions of participant loans	2019-12-31	$18,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,373,895
Value of total assets at end of year	2019-12-31	$5,992,056
Value of total assets at beginning of year	2019-12-31	$4,239,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,526
Total interest from all sources	2019-12-31	$3,091
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$792,003
Participant contributions at end of year	2019-12-31	$51,594
Participant contributions at beginning of year	2019-12-31	$77,335
Participant contributions at end of year	2019-12-31	$311
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$215,745
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$8,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,752,398
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,992,056
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,239,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,940,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,162,323
Interest on participant loans	2019-12-31	$3,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$948,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$366,147
Employer contributions (assets) at end of year	2019-12-31	$108
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$546,400
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2019-12-31	341310124
2018 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$894,029
Total of all expenses incurred	2018-12-31	$341,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$331,926
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,143,114
Value of total assets at end of year	2018-12-31	$4,239,658
Value of total assets at beginning of year	2018-12-31	$3,687,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,174
Total interest from all sources	2018-12-31	$2,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$718,052
Participant contributions at end of year	2018-12-31	$77,335
Participant contributions at beginning of year	2018-12-31	$37,894
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$552,608
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,239,658
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,687,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,162,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,649,156
Interest on participant loans	2018-12-31	$2,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-251,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$414,009
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$331,926
Contract administrator fees	2018-12-31	$7,174
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2018-12-31	341310124
2017 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,759,735
Total of all expenses incurred	2017-12-31	$164,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$155,024
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,302,458
Value of total assets at end of year	2017-12-31	$3,687,050
Value of total assets at beginning of year	2017-12-31	$2,091,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,429
Total interest from all sources	2017-12-31	$938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$637,443
Participant contributions at end of year	2017-12-31	$37,894
Participant contributions at beginning of year	2017-12-31	$15,857
Participant contributions at beginning of year	2017-12-31	$267
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$287,732
Other income not declared elsewhere	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,595,092
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,687,050
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,091,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,649,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,075,535
Interest on participant loans	2017-12-31	$938
Interest earned on other investments	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$456,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$377,283
Employer contributions (assets) at beginning of year	2017-12-31	$299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$155,024
Contract administrator fees	2017-12-31	$7,429
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2017-12-31	341310124
2016 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$968,555
Total of all expenses incurred	2016-12-31	$105,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$98,772
Expenses. Certain deemed distributions of participant loans	2016-12-31	$966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$858,712
Value of total assets at end of year	2016-12-31	$2,091,958
Value of total assets at beginning of year	2016-12-31	$1,228,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,765
Total interest from all sources	2016-12-31	$525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$523,308
Participant contributions at end of year	2016-12-31	$15,857
Participant contributions at beginning of year	2016-12-31	$9,956
Participant contributions at end of year	2016-12-31	$267
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$863,052
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,091,958
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,228,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,075,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,218,950
Interest on participant loans	2016-12-31	$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$109,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$320,754
Employer contributions (assets) at end of year	2016-12-31	$299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$98,772
Contract administrator fees	2016-12-31	$5,765
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2016-12-31	341310124
2015 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$727,324
Total of all expenses incurred	2015-12-31	$79,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$75,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$742,033
Value of total assets at end of year	2015-12-31	$1,228,906
Value of total assets at beginning of year	2015-12-31	$580,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,225
Total interest from all sources	2015-12-31	$97
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$413,035
Participant contributions at end of year	2015-12-31	$9,956
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$73,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$648,147
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,228,906
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$580,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,218,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$580,759
Interest on participant loans	2015-12-31	$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-14,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$255,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$75,952
Contract administrator fees	2015-12-31	$3,225
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2015-12-31	341310124
2014 : HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$589,772
Total of all expenses incurred	2014-12-31	$9,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$578,248
Value of total assets at end of year	2014-12-31	$580,759
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$800
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$20,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$20,155
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$329,277
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$35,324
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$580,759
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$580,759
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$580,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-8,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$213,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,213
Contract administrator fees	2014-12-31	$800
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REA AND ASSOCIATES
Accountancy firm EIN	2014-12-31	341310124

Form 5500 Responses for HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN

2022: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEALTH PARTNERS OF WESTERN OHIO
Employer identification number (EIN):	562330309
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2002-12-18
Company Identification Number:	1358256
Legal Registered Office Address:	441 EAST 8TH STREET - LIMA United States of America (USA) 45804