401k Plan data: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) plan

HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 401k Plan overview

Plan Name	HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)
Plan identification number	001

HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 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 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHSPAN PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: HEALTHSPAN PARTNERS

Employer identification number (EIN): 463055925

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about HEALTHSPAN PARTNERS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2013-05-15

Company Identification Number: 2199812

Legal Registered Office Address: 615 ELSINORE PLACE
-
CINCINNATI
United States of America (USA)
45202

More information about HEALTHSPAN PARTNERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GREG HENSON 2023-10-11
001 2021-01-01 GREG HENSON 2022-08-23
001 2021-01-01 GREG HENSON 2023-10-12
001 2020-01-01 GREG HENSON 2021-09-21
001 2019-01-01 GREG HENSON 2020-10-14
001 2019-01-01 GREG HENSON 2020-10-14
001 2018-01-01
001 2017-01-01 GREG HENSON
001 2016-01-01 SCOTT WYMER
001 2015-01-01 DIANNA SMITH
001 2014-01-01 DIANNA SMITH
001 2013-10-01 DIANNA SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	GREG HENSON	2023-10-11
001	2021-01-01	GREG HENSON	2022-08-23
001	2021-01-01	GREG HENSON	2023-10-12
001	2020-01-01	GREG HENSON	2021-09-21
001	2019-01-01	GREG HENSON	2020-10-14
001	2019-01-01	GREG HENSON	2020-10-14
001	2018-01-01
001	2017-01-01	GREG HENSON
001	2016-01-01	SCOTT WYMER
001	2015-01-01	DIANNA SMITH
001	2014-01-01	DIANNA SMITH
001	2013-10-01	DIANNA SMITH

Plan Statistics for HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)

401k plan membership statisitcs for HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)

Measure Date Value
2022: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 29
Number of other retired or separated participants entitled to future benefits 2022-01-01 326
Total of all active and inactive participants 2022-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 356
Number of participants with account balances 2022-01-01 355
2021: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of other retired or separated participants entitled to future benefits 2021-01-01 353
Total of all active and inactive participants 2021-01-01 384
Total participants 2021-01-01 384
Number of participants with account balances 2021-01-01 384
2020: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 34
Number of other retired or separated participants entitled to future benefits 2020-01-01 394
Total of all active and inactive participants 2020-01-01 428
Total participants 2020-01-01 428
Number of participants with account balances 2020-01-01 428
2019: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 21
Number of other retired or separated participants entitled to future benefits 2019-01-01 459
Total of all active and inactive participants 2019-01-01 483
Total participants 2019-01-01 483
Number of participants with account balances 2019-01-01 463
2018: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 461
Total of all active and inactive participants 2018-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 467
Number of participants with account balances 2018-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 782
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 531
Total of all active and inactive participants 2017-01-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 547
Number of participants with account balances 2017-01-01 546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,531
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 176
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 604
Total of all active and inactive participants 2016-01-01 782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 782
Number of participants with account balances 2016-01-01 779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,544
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,359
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 171
Total of all active and inactive participants 2015-01-01 1,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,531
Number of participants with account balances 2015-01-01 1,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 52
2014: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,639
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,448
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 96
Total of all active and inactive participants 2014-01-01 1,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,544
Number of participants with account balances 2014-01-01 1,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 47
2013: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,627
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1,627
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 12
Total of all active and inactive participants 2013-10-01 1,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 1,639
Number of participants with account balances 2013-10-01 1,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0

Measure	Date	Value
2022: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	29
Number of other retired or separated participants entitled to future benefits	2022-01-01	326
Total of all active and inactive participants	2022-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	356
Number of participants with account balances	2022-01-01	355
2021: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of other retired or separated participants entitled to future benefits	2021-01-01	353
Total of all active and inactive participants	2021-01-01	384
Total participants	2021-01-01	384
Number of participants with account balances	2021-01-01	384
2020: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	34
Number of other retired or separated participants entitled to future benefits	2020-01-01	394
Total of all active and inactive participants	2020-01-01	428
Total participants	2020-01-01	428
Number of participants with account balances	2020-01-01	428
2019: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	21
Number of other retired or separated participants entitled to future benefits	2019-01-01	459
Total of all active and inactive participants	2019-01-01	483
Total participants	2019-01-01	483
Number of participants with account balances	2019-01-01	463
2018: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	461
Total of all active and inactive participants	2018-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	467
Number of participants with account balances	2018-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	782
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	531
Total of all active and inactive participants	2017-01-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	547
Number of participants with account balances	2017-01-01	546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,531
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	176
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	604
Total of all active and inactive participants	2016-01-01	782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	782
Number of participants with account balances	2016-01-01	779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,544
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,359
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	171
Total of all active and inactive participants	2015-01-01	1,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,531
Number of participants with account balances	2015-01-01	1,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	52
2014: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,639
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,448
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	96
Total of all active and inactive participants	2014-01-01	1,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,544
Number of participants with account balances	2014-01-01	1,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	47
2013: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,627
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1,627
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	12
Total of all active and inactive participants	2013-10-01	1,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	1,639
Number of participants with account balances	2013-10-01	1,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0

Financial Data on HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)

Measure	Date	Value
2022 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,216,678
Total of all expenses incurred	2022-12-31	$2,507,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,492,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,142
Value of total assets at end of year	2022-12-31	$21,810,974
Value of total assets at beginning of year	2022-12-31	$29,535,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,399
Total interest from all sources	2022-12-31	$564
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,006,637
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	$1,006,637
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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
Participant contributions at end of year	2022-12-31	$10,837
Participant contributions at beginning of year	2022-12-31	$15,339
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$565,372
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$687,634
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,142
Administrative expenses (other) incurred	2022-12-31	$15,399
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	$-7,724,653
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,810,974
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,535,627
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	$20,549,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,008,230
Interest on participant loans	2022-12-31	$564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$685,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$824,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$824,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,235,021
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,492,576
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	KPMG LLP
Accountancy firm EIN	2022-12-31	135565207
2021 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,003,723
Total of all expenses incurred	2021-12-31	$3,299,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,281,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$17,655
Value of total assets at end of year	2021-12-31	$29,535,627
Value of total assets at beginning of year	2021-12-31	$28,831,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,193
Total interest from all sources	2021-12-31	$798
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,833,906
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	$1,833,906
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$15,339
Participant contributions at beginning of year	2021-12-31	$21,986
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$687,634
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$627,870
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,655
Administrative expenses (other) incurred	2021-12-31	$18,193
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	$704,374
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,535,627
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,831,253
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	$28,008,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,142,263
Interest on participant loans	2021-12-31	$798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$824,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,039,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,039,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,151,364
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,281,156
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	Disclaimer
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,333,989
Total of all expenses incurred	2020-12-31	$2,662,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,648,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,711
Value of total assets at end of year	2020-12-31	$28,831,253
Value of total assets at beginning of year	2020-12-31	$27,159,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,888
Total interest from all sources	2020-12-31	$1,070
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$961,929
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	$961,929
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$28
Participant contributions at end of year	2020-12-31	$21,986
Participant contributions at beginning of year	2020-12-31	$29,323
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$627,870
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$589,340
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,678
Administrative expenses (other) incurred	2020-12-31	$13,888
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	$1,671,334
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,831,253
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,159,919
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	$27,142,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,685,425
Interest on participant loans	2020-12-31	$1,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,039,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$853,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$853,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,367,279
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	No
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	$5
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$2,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,648,767
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	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,305,544
Total income from all sources (including contributions)	2019-12-31	$5,305,544
Total of all expenses incurred	2019-12-31	$3,542,530
Total of all expenses incurred	2019-12-31	$3,542,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,517,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,517,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,462
Value of total assets at end of year	2019-12-31	$27,159,919
Value of total assets at end of year	2019-12-31	$27,159,919
Value of total assets at beginning of year	2019-12-31	$25,396,905
Value of total assets at beginning of year	2019-12-31	$25,396,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,326
Total interest from all sources	2019-12-31	$3,471
Total interest from all sources	2019-12-31	$3,471
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,392,222
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,392,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,392,222
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,392,222
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$33,578
Contributions received from participants	2019-12-31	$33,578
Participant contributions at end of year	2019-12-31	$29,323
Participant contributions at end of year	2019-12-31	$29,323
Participant contributions at beginning of year	2019-12-31	$132,110
Participant contributions at beginning of year	2019-12-31	$132,110
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$589,340
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$589,340
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$182,967
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$182,967
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,105
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,105
Administrative expenses (other) incurred	2019-12-31	$25,326
Administrative expenses (other) incurred	2019-12-31	$25,326
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
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	$1,763,014
Value of net income/loss	2019-12-31	$1,763,014
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,159,919
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,159,919
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,396,905
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,396,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$25,685,425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,685,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,769,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,769,997
Interest on participant loans	2019-12-31	$3,471
Interest on participant loans	2019-12-31	$3,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$853,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$853,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,300,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,300,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,300,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,300,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,862,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,862,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$12,779
Contributions received in cash from employer	2019-12-31	$12,779
Employer contributions (assets) at end of year	2019-12-31	$2,436
Employer contributions (assets) at end of year	2019-12-31	$2,436
Employer contributions (assets) at beginning of year	2019-12-31	$11,293
Employer contributions (assets) at beginning of year	2019-12-31	$11,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,517,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,517,204
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
Accountancy firm EIN	2019-12-31	135565207
2018 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-1,456,765
Total of all expenses incurred	2018-12-31	$3,454,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,423,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$112,327
Value of total assets at end of year	2018-12-31	$25,396,905
Value of total assets at beginning of year	2018-12-31	$30,308,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,504
Total interest from all sources	2018-12-31	$7,962
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,228,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,228,117
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$69,516
Participant contributions at end of year	2018-12-31	$132,110
Participant contributions at beginning of year	2018-12-31	$217,843
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$182,967
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$279,638
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,217
Administrative expenses (other) incurred	2018-12-31	$31,504
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	$-4,911,748
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,396,905
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$30,308,653
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	$23,769,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,819,140
Interest on participant loans	2018-12-31	$7,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,300,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$918,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$918,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,805,171
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	$34,594
Employer contributions (assets) at end of year	2018-12-31	$11,293
Employer contributions (assets) at beginning of year	2018-12-31	$73,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,423,479
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	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,102,133
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$7,991,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,944,666
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,278,484
Value of total assets at end of year	2017-12-31	$30,308,653
Value of total assets at beginning of year	2017-12-31	$32,197,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$37,394
Total interest from all sources	2017-12-31	$25,143
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$820,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$820,027
Administrative expenses professional fees incurred	2017-12-31	$4,343
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
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	$648,575
Participant contributions at end of year	2017-12-31	$217,843
Participant contributions at beginning of year	2017-12-31	$439,424
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$279,638
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$704,954
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$342,009
Other income not declared elsewhere	2017-12-31	$58,205
Administrative expenses (other) incurred	2017-12-31	$33,051
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	$-1,889,117
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$30,308,653
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$32,197,770
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	$28,819,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$29,286,596
Interest on participant loans	2017-12-31	$13,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$918,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,336,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,336,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$11,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,920,274
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	$287,900
Employer contributions (assets) at end of year	2017-12-31	$73,719
Employer contributions (assets) at beginning of year	2017-12-31	$429,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,944,666
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	ERNST & YOUNG LLP
Accountancy firm EIN	2017-12-31	346565596
2016 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$9,098,516
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$21,445,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$21,376,725
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,434
Value of total corrective distributions	2016-12-31	$3,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,221,278
Value of total assets at end of year	2016-12-31	$32,197,770
Value of total assets at beginning of year	2016-12-31	$44,544,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$62,341
Total interest from all sources	2016-12-31	$52,019
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$925,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$925,088
Administrative expenses professional fees incurred	2016-12-31	$22,132
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
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	$2,056,457
Participant contributions at end of year	2016-12-31	$439,424
Participant contributions at beginning of year	2016-12-31	$1,025,825
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$704,954
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,752,639
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$404,308
Other income not declared elsewhere	2016-12-31	$131,424
Administrative expenses (other) incurred	2016-12-31	$39,576
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	$-12,347,035
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$32,197,770
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$44,544,805
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
Investment advisory and management fees	2016-12-31	$633
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$29,286,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$37,728,399
Interest on participant loans	2016-12-31	$29,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,336,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,959,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,959,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$22,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,768,707
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	$3,760,513
Employer contributions (assets) at end of year	2016-12-31	$429,997
Employer contributions (assets) at beginning of year	2016-12-31	$2,078,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$21,376,725
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	ERNST & YOUNG LLP
Accountancy firm EIN	2016-12-31	346565596
2015 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$13,942,990
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,420,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,344,193
Value of total corrective distributions	2015-12-31	$2,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$14,767,209
Value of total assets at end of year	2015-12-31	$44,544,805
Value of total assets at beginning of year	2015-12-31	$33,021,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$73,184
Total interest from all sources	2015-12-31	$32,195
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,489,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,489,695
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
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	$7,983,773
Participant contributions at end of year	2015-12-31	$1,025,825
Participant contributions at beginning of year	2015-12-31	$535,399
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,752,639
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$600,503
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,354,202
Other income not declared elsewhere	2015-12-31	$12,883
Administrative expenses (other) incurred	2015-12-31	$73,184
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	$11,522,907
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$44,544,805
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,021,898
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	$37,728,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,143,835
Interest on participant loans	2015-12-31	$31,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,959,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$721,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$721,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,358,992
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	$4,429,234
Employer contributions (assets) at end of year	2015-12-31	$2,078,309
Employer contributions (assets) at beginning of year	2015-12-31	$3,020,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,344,193
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	ERNST & YOUNG LLP
Accountancy firm EIN	2015-12-31	346565596
2014 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$24,017,436
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,515,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,508,448
Value of total corrective distributions	2014-12-31	$7,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$22,973,114
Value of total assets at end of year	2014-12-31	$33,021,898
Value of total assets at beginning of year	2014-12-31	$11,520,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$85
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$11,796
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$989,588
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	$989,588
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
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	$7,328,229
Participant contributions at end of year	2014-12-31	$535,399
Participant contributions at beginning of year	2014-12-31	$156,518
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$600,503
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$42,461
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,503,694
Other income not declared elsewhere	2014-12-31	$24,974
Administrative expenses (other) incurred	2014-12-31	$85
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	$21,501,703
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,021,898
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,520,195
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	$28,143,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,298,651
Interest on participant loans	2014-12-31	$11,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$721,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$216,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$216,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$17,964
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	$5,141,191
Employer contributions (assets) at end of year	2014-12-31	$3,020,239
Employer contributions (assets) at beginning of year	2014-12-31	$805,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,508,448
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	ERNST & YOUNG LLP
Accountancy firm EIN	2014-12-31	346565596
2013 : HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$11,615,705
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$95,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$95,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$11,502,493
Value of total assets at end of year	2013-12-31	$11,520,195
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$335
Total interest from all sources	2013-12-31	$219
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$163,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$163,905
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,423,903
Participant contributions at end of year	2013-12-31	$156,518
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,899,133
Administrative expenses (other) incurred	2013-12-31	$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,520,195
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,520,195
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,303,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$254,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$-50,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,179,457
Employer contributions (assets) at end of year	2013-12-31	$805,867
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$95,175
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2013-12-31	346565596

Form 5500 Responses for HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B)

2022: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 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: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 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: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 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: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2013: HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 403(B) 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	First time form 5500 has been submitted	Yes
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEALTHSPAN PARTNERS
Employer identification number (EIN):	463055925
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2013-05-15
Company Identification Number:	2199812
Legal Registered Office Address:	615 ELSINORE PLACE - CINCINNATI United States of America (USA) 45202