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MIDWEST HEALTH SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameMIDWEST HEALTH SERVICES RETIREMENT PLAN
Plan identification number 001

MIDWEST HEALTH SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDWEST HEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST HEALTH MANAGEMENT, INC.
Employer identification number (EIN):680558087
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST HEALTH SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL TRYON
0012013-01-01MICHAEL TRYON
0012012-01-01MICHAEL TRYON
0012011-01-01MICHAEL TRYON
0012009-01-01MICHAEL TRYON

Plan Statistics for MIDWEST HEALTH SERVICES RETIREMENT PLAN

401k plan membership statisitcs for MIDWEST HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
2016: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,311
Total number of active participants reported on line 7a of the Form 55002016-01-011,106
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-011,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,200
Number of participants with account balances2016-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,289
Total number of active participants reported on line 7a of the Form 55002015-01-011,112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01143
Total of all active and inactive participants2015-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,255
Number of participants with account balances2015-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,146
Total number of active participants reported on line 7a of the Form 55002014-01-011,043
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,138
Number of participants with account balances2014-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,149
Total number of active participants reported on line 7a of the Form 55002013-01-01949
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,002
Number of participants with account balances2013-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,059
Total number of active participants reported on line 7a of the Form 55002012-01-011,006
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,047
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01941
Total number of active participants reported on line 7a of the Form 55002011-01-01961
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01982
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01758
Total number of active participants reported on line 7a of the Form 55002009-01-01721
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01768
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on MIDWEST HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
2016 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,531,307
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$866,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$795,187
Expenses. Certain deemed distributions of participant loans2016-12-31$1,165
Value of total corrective distributions2016-12-31$36,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,066,667
Value of total assets at end of year2016-12-31$7,364,860
Value of total assets at beginning of year2016-12-31$6,699,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,131
Total interest from all sources2016-12-31$6,133
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$820,033
Participant contributions at end of year2016-12-31$138,065
Participant contributions at beginning of year2016-12-31$126,701
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$70
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,508
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$664,906
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,364,860
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,699,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,375,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,200,877
Value of interest in pooled separate accounts at end of year2016-12-31$4,649,604
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,128,787
Interest on participant loans2016-12-31$6,133
Value of interest in common/collective trusts at end of year2016-12-31$201,518
Value of interest in common/collective trusts at beginning of year2016-12-31$243,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$188,578
Net investment gain/loss from pooled separate accounts2016-12-31$245,558
Net investment gain or loss from common/collective trusts2016-12-31$2,010
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$129,126
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$9
Income. Dividends from common stock2016-12-31$22,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$795,187
Contract administrator fees2016-12-31$33,131
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,038,562
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$478,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$423,637
Value of total corrective distributions2015-12-31$21,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,110,654
Value of total assets at end of year2015-12-31$6,699,954
Value of total assets at beginning of year2015-12-31$6,139,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,384
Total interest from all sources2015-12-31$6,182
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,161
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$21,161
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$839,412
Participant contributions at end of year2015-12-31$126,701
Participant contributions at beginning of year2015-12-31$140,080
Participant contributions at end of year2015-12-31$70
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,437
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$560,397
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,699,954
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,139,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,200,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,104,138
Value of interest in pooled separate accounts at end of year2015-12-31$4,128,787
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,628,062
Interest on participant loans2015-12-31$6,182
Value of interest in common/collective trusts at end of year2015-12-31$243,510
Value of interest in common/collective trusts at beginning of year2015-12-31$267,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,737
Net investment gain/loss from pooled separate accounts2015-12-31$-88,841
Net investment gain or loss from common/collective trusts2015-12-31$143
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$129,805
Employer contributions (assets) at end of year2015-12-31$9
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$423,637
Contract administrator fees2015-12-31$33,384
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,255,084
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$270,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$213,079
Value of total corrective distributions2014-12-31$26,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$941,286
Value of total assets at end of year2014-12-31$6,139,557
Value of total assets at beginning of year2014-12-31$5,154,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,969
Total interest from all sources2014-12-31$6,785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,234
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$17,234
Administrative expenses professional fees incurred2014-12-31$29,969
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$733,484
Participant contributions at end of year2014-12-31$140,080
Participant contributions at beginning of year2014-12-31$120,586
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,523
Other income not declared elsewhere2014-12-31$-303
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$985,081
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,139,557
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,154,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,104,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,849,856
Value of interest in pooled separate accounts at end of year2014-12-31$3,628,062
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,936,690
Interest on participant loans2014-12-31$6,785
Value of interest in common/collective trusts at end of year2014-12-31$267,277
Value of interest in common/collective trusts at beginning of year2014-12-31$247,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$124,586
Net investment gain/loss from pooled separate accounts2014-12-31$162,221
Net investment gain or loss from common/collective trusts2014-12-31$3,275
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$113,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$213,079
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 name2014-12-31MAYER HOFFMAN MCCAN PC
Accountancy firm EIN2014-12-31431947695
2013 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,336,314
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$436,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$392,254
Value of total corrective distributions2013-12-31$19,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$661,399
Value of total assets at end of year2013-12-31$5,154,476
Value of total assets at beginning of year2013-12-31$4,254,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,685
Total interest from all sources2013-12-31$6,669
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$121,498
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$121,498
Administrative expenses professional fees incurred2013-12-31$24,685
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$564,300
Participant contributions at end of year2013-12-31$120,586
Participant contributions at beginning of year2013-12-31$128,215
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,376
Other income not declared elsewhere2013-12-31$43,346
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$899,659
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,154,476
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,254,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,849,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,489,580
Value of interest in pooled separate accounts at end of year2013-12-31$2,936,690
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,396,250
Interest on participant loans2013-12-31$6,669
Value of interest in common/collective trusts at end of year2013-12-31$247,344
Value of interest in common/collective trusts at beginning of year2013-12-31$240,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$209,134
Net investment gain/loss from pooled separate accounts2013-12-31$300,375
Net investment gain or loss from common/collective trusts2013-12-31$-6,107
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$87,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$392,254
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 name2013-12-31MAYER HOFFMAN MCCAN PC
Accountancy firm EIN2013-12-31431947695
2012 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,099,758
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$247,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,436
Value of total corrective distributions2012-12-31$7,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$652,375
Value of total assets at end of year2012-12-31$4,254,817
Value of total assets at beginning of year2012-12-31$3,402,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,543
Total interest from all sources2012-12-31$5,478
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,315
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$40,315
Administrative expenses professional fees incurred2012-12-31$19,543
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$554,789
Participant contributions at end of year2012-12-31$128,215
Participant contributions at beginning of year2012-12-31$106,685
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,337
Other income not declared elsewhere2012-12-31$42,323
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$852,557
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,254,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,402,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,489,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,430,377
Value of interest in pooled separate accounts at end of year2012-12-31$2,396,250
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,770,760
Interest on participant loans2012-12-31$5,478
Value of interest in common/collective trusts at end of year2012-12-31$240,772
Value of interest in common/collective trusts at beginning of year2012-12-31$94,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$117,563
Net investment gain/loss from pooled separate accounts2012-12-31$233,820
Net investment gain or loss from common/collective trusts2012-12-31$7,884
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$84,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$220,436
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 name2012-12-31MAYER HOFFMAN MCCAN PC
Accountancy firm EIN2012-12-31431947695
2011 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$576,201
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$574,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$546,443
Value of total corrective distributions2011-12-31$10,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$621,612
Value of total assets at end of year2011-12-31$3,402,260
Value of total assets at beginning of year2011-12-31$3,400,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,434
Total interest from all sources2011-12-31$4,480
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,776
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$52,776
Administrative expenses professional fees incurred2011-12-31$17,434
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$536,354
Participant contributions at end of year2011-12-31$106,685
Participant contributions at beginning of year2011-12-31$69,248
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82
Other income not declared elsewhere2011-12-31$5,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,995
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,402,260
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,400,265
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$1,430,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,691,760
Value of interest in pooled separate accounts at end of year2011-12-31$1,770,760
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,547,239
Interest on participant loans2011-12-31$4,480
Value of interest in common/collective trusts at end of year2011-12-31$94,438
Value of interest in common/collective trusts at beginning of year2011-12-31$92,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,627
Net investment gain/loss from pooled separate accounts2011-12-31$-36,243
Net investment gain or loss from common/collective trusts2011-12-31$5,806
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$85,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$546,443
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 name2011-12-31MAYER HOFFMAN MCCAN PC
Accountancy firm EIN2011-12-31431947695
2010 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$313
Total income from all sources (including contributions)2010-12-31$916,944
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$309,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$291,008
Value of total corrective distributions2010-12-31$3,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$553,467
Value of total assets at end of year2010-12-31$3,400,265
Value of total assets at beginning of year2010-12-31$2,793,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,217
Total interest from all sources2010-12-31$2,143
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$45,363
Administrative expenses professional fees incurred2010-12-31$15,217
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$465,975
Participant contributions at end of year2010-12-31$69,248
Participant contributions at beginning of year2010-12-31$32,508
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$313
Other income not declared elsewhere2010-12-31$7,819
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$607,030
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,400,265
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,793,235
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,691,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,554,552
Value of interest in pooled separate accounts at end of year2010-12-31$1,547,239
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,087,633
Interest on participant loans2010-12-31$2,143
Value of interest in common/collective trusts at end of year2010-12-31$92,018
Value of interest in common/collective trusts at beginning of year2010-12-31$118,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$141,648
Net investment gain/loss from pooled separate accounts2010-12-31$162,830
Net investment gain or loss from common/collective trusts2010-12-31$3,674
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$72,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$291,008
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCAN PC
Accountancy firm EIN2010-12-31431947695
2009 : MIDWEST HEALTH SERVICES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDWEST HEALTH SERVICES RETIREMENT PLAN

2016: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST HEALTH SERVICES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805729
Policy instance 1

Potentially related plans

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