401k Plan data: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN plan

UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN
Plan identification number	111

UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 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.
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.

401k Sponsoring company profile

UNITED CEREBRAL PALSY HEARTLAND has sponsored the creation of one or more 401k plans.

Company Name: UNITED CEREBRAL PALSY HEARTLAND

Employer identification number (EIN): 440579903

Additional information about UNITED CEREBRAL PALSY HEARTLAND

Jurisdiction of Incorporation: Missouri Secretary of State

Incorporation Date:

Company Identification Number: N00021726

More information about UNITED CEREBRAL PALSY HEARTLAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
111 2022-07-01
111 2021-07-01
111 2020-07-01
111 2019-07-01
111 2018-07-01
111 2017-07-01
111 2016-07-01 LORI BURCH
111 2015-07-01 LORI BURCH
111 2014-07-01 JEFF HORSTMANN
111 2013-07-01 JEFF HORSTMANN
111 2012-07-01 STEVEN STAICOFF
111 2011-07-01 STEVEN STAICOFF
111 2010-07-01 STEVEN STAICOFF
111 2009-07-01 STEVEN STAICOFF

Plan Statistics for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 327
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 307
Number of retired or separated participants receiving benefits 2022-07-01 1
Number of other retired or separated participants entitled to future benefits 2022-07-01 110
Total of all active and inactive participants 2022-07-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 419
Number of participants with account balances 2022-07-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 19
2021: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 280
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 45
Total of all active and inactive participants 2021-07-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 325
Number of participants with account balances 2021-07-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 2
2020: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 341
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 172
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 142
Total of all active and inactive participants 2020-07-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 314
Number of participants with account balances 2020-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 325
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 194
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 147
Total of all active and inactive participants 2019-07-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 341
Number of participants with account balances 2019-07-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 285
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 216
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 109
Total of all active and inactive participants 2018-07-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 325
Number of participants with account balances 2018-07-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 172
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 113
Total of all active and inactive participants 2017-07-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 285
Number of participants with account balances 2017-07-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 237
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 172
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 92
Total of all active and inactive participants 2016-07-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 264
Number of participants with account balances 2016-07-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 139
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 98
Total of all active and inactive participants 2015-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 237
Number of participants with account balances 2015-07-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 229
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 132
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 72
Total of all active and inactive participants 2014-07-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 204
Number of participants with account balances 2014-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 182
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 156
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 73
Total of all active and inactive participants 2013-07-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 229
Number of participants with account balances 2013-07-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 124
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 58
Total of all active and inactive participants 2012-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 182
Number of participants with account balances 2012-07-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 167
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 15
Total of all active and inactive participants 2011-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 183
Number of participants with account balances 2011-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 214
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 169
Number of retired or separated participants receiving benefits 2010-07-01 11
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 180
Number of participants with account balances 2010-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 214
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 196
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 18
Total of all active and inactive participants 2009-07-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 214
Number of participants with account balances 2009-07-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 12

Measure	Date	Value
2022: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	327
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	307
Number of retired or separated participants receiving benefits	2022-07-01	1
Number of other retired or separated participants entitled to future benefits	2022-07-01	110
Total of all active and inactive participants	2022-07-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	419
Number of participants with account balances	2022-07-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	19
2021: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	280
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	45
Total of all active and inactive participants	2021-07-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	325
Number of participants with account balances	2021-07-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	2
2020: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	341
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	172
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	142
Total of all active and inactive participants	2020-07-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	314
Number of participants with account balances	2020-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	325
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	194
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	147
Total of all active and inactive participants	2019-07-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	341
Number of participants with account balances	2019-07-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	285
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	216
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	109
Total of all active and inactive participants	2018-07-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	325
Number of participants with account balances	2018-07-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	172
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	113
Total of all active and inactive participants	2017-07-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	285
Number of participants with account balances	2017-07-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	237
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	172
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	92
Total of all active and inactive participants	2016-07-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	264
Number of participants with account balances	2016-07-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	139
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	98
Total of all active and inactive participants	2015-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	237
Number of participants with account balances	2015-07-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	229
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	132
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	72
Total of all active and inactive participants	2014-07-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	204
Number of participants with account balances	2014-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	182
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	156
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	73
Total of all active and inactive participants	2013-07-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	229
Number of participants with account balances	2013-07-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	124
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	58
Total of all active and inactive participants	2012-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	182
Number of participants with account balances	2012-07-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	167
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	15
Total of all active and inactive participants	2011-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	183
Number of participants with account balances	2011-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	214
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	169
Number of retired or separated participants receiving benefits	2010-07-01	11
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	180
Number of participants with account balances	2010-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	214
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	196
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	18
Total of all active and inactive participants	2009-07-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	214
Number of participants with account balances	2009-07-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	12

Financial Data on UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2023 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$0
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$993,659
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$389,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$363,325
Expenses. Certain deemed distributions of participant loans	2023-06-30	$0
Value of total corrective distributions	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$539,683
Value of total assets at end of year	2023-06-30	$6,063,600
Value of total assets at beginning of year	2023-06-30	$5,459,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$26,251
Total interest from all sources	2023-06-30	$630
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$178,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$178,439
Assets. Real estate other than employer real property at end of year	2023-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$193,981
Participant contributions at end of year	2023-06-30	$34,463
Participant contributions at beginning of year	2023-06-30	$0
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$22,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Assets. Loans (other than to participants) at end of year	2023-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$26,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$604,083
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$6,063,600
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$5,459,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$3,609,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$3,089,908
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$0
Interest on participant loans	2023-06-30	$630
Income. Interest from loans (other than to participants)	2023-06-30	$0
Interest earned on other investments	2023-06-30	$0
Income. Interest from US Government securities	2023-06-30	$0
Income. Interest from corporate debt instruments	2023-06-30	$0
Value of interest in master investment trust accounts at end of year	2023-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$0
Value of interest in common/collective trusts at beginning of year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$2,419,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$2,369,609
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Asset value of US Government securities at end of year	2023-06-30	$0
Asset value of US Government securities at beginning of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$274,907
Net investment gain or loss from common/collective trusts	2023-06-30	$0
Net gain/loss from 103.12 investment entities	2023-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$323,156
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$363,325
Asset. Corporate debt instrument preferred debt at end of year	2023-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-06-30	410746749
2022 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-24,158
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$858,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$843,178
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$397,313
Value of total assets at end of year	2022-06-30	$5,459,517
Value of total assets at beginning of year	2022-06-30	$6,342,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$15,511
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$77,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$77,571
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$100,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$134,817
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$38,697
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$15,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-882,847
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,459,517
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,342,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,089,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,143,453
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$0
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,369,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,198,911
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-499,042
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$223,799
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$843,178
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
2021 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,293,667
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$815,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$815,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$446,704
Value of total assets at end of year	2021-06-30	$6,342,364
Value of total assets at beginning of year	2021-06-30	$5,864,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$7
Total interest from all sources	2021-06-30	$105,016
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$168,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$477,945
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,342,364
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,864,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,143,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,820,397
Interest earned on other investments	2021-06-30	$105,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,198,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,044,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$741,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$277,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$815,715
Contract administrator fees	2021-06-30	$7
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$547,511
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$104,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$103,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$357,325
Value of total assets at end of year	2020-06-30	$5,864,419
Value of total assets at beginning of year	2020-06-30	$5,421,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$673
Total interest from all sources	2020-06-30	$97,291
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$143,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$443,226
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,864,419
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,421,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,820,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,620,095
Interest earned on other investments	2020-06-30	$97,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,044,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,801,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$92,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$213,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$103,612
Contract administrator fees	2020-06-30	$673
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$654,691
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$191,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$189,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$422,518
Value of total assets at end of year	2019-06-30	$5,421,193
Value of total assets at beginning of year	2019-06-30	$4,958,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,293
Total interest from all sources	2019-06-30	$87,680
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$165,177
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$5,414
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$49,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$463,045
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,421,193
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,958,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,620,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,376,026
Interest earned on other investments	2019-06-30	$87,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,801,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,559,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$144,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$208,186
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$17,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$189,353
Contract administrator fees	2019-06-30	$2,293
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$689,465
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$566,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$565,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$364,385
Value of total assets at end of year	2018-06-30	$4,958,148
Value of total assets at beginning of year	2018-06-30	$4,834,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$568
Total interest from all sources	2018-06-30	$80,979
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$134,823
Participant contributions at end of year	2018-06-30	$5,414
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$46,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$123,437
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,958,148
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,834,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,376,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,430,352
Interest earned on other investments	2018-06-30	$80,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,559,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,374,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$244,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$183,465
Employer contributions (assets) at end of year	2018-06-30	$17,094
Employer contributions (assets) at beginning of year	2018-06-30	$30,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$565,460
Contract administrator fees	2018-06-30	$568
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$764,398
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$919,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$919,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$328,420
Value of total assets at end of year	2017-06-30	$4,834,711
Value of total assets at beginning of year	2017-06-30	$4,990,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$121
Total interest from all sources	2017-06-30	$77,899
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$123,996
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$17,612
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-155,547
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,834,711
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,990,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,430,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,614,402
Interest earned on other investments	2017-06-30	$77,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,374,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,342,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$358,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$204,424
Employer contributions (assets) at end of year	2017-06-30	$30,116
Employer contributions (assets) at beginning of year	2017-06-30	$15,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$919,824
Contract administrator fees	2017-06-30	$121
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$385,544
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$231,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$231,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$421,984
Value of total assets at end of year	2016-06-30	$4,990,258
Value of total assets at beginning of year	2016-06-30	$4,836,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$175
Total interest from all sources	2016-06-30	$46,240
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,100,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$161,715
Participant contributions at end of year	2016-06-30	$17,612
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$154,200
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,990,258
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,836,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,614,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,696,053
Interest earned on other investments	2016-06-30	$46,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,342,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,140,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-82,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$260,269
Employer contributions (assets) at end of year	2016-06-30	$15,931
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$231,169
Contract administrator fees	2016-06-30	$175
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$571,686
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$398,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$398,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$377,957
Value of total assets at end of year	2015-06-30	$4,836,058
Value of total assets at beginning of year	2015-06-30	$4,663,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$381
Total interest from all sources	2015-06-30	$33,310
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,100,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$131,717
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$2,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$172,775
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,836,058
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,663,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,696,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,668,467
Interest earned on other investments	2015-06-30	$33,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,140,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$994,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$160,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$243,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$398,530
Contract administrator fees	2015-06-30	$381
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$995,647
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$133,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$133,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$369,539
Value of total assets at end of year	2014-06-30	$4,663,283
Value of total assets at beginning of year	2014-06-30	$3,801,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$387
Total interest from all sources	2014-06-30	$29,787
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,100,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$143,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$862,045
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,663,283
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,801,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,668,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,903,874
Interest earned on other investments	2014-06-30	$29,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$994,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$897,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$596,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$225,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$133,215
Contract administrator fees	2014-06-30	$387
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-06-30	410746749
2013 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$762,335
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$123,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$122,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$358,942
Value of total assets at end of year	2013-06-30	$3,801,238
Value of total assets at beginning of year	2013-06-30	$3,162,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$426
Total interest from all sources	2013-06-30	$27,051
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$125,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$639,121
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,801,238
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,162,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,903,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,343,494
Interest earned on other investments	2013-06-30	$27,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$897,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$818,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$376,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$233,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$122,788
Contract administrator fees	2013-06-30	$426
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-06-30	410746749
2012 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$380,073
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$343,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$343,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$359,642
Value of total assets at end of year	2012-06-30	$3,162,117
Value of total assets at beginning of year	2012-06-30	$3,125,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$232
Total interest from all sources	2012-06-30	$26,748
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,100,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$121,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$36,191
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,162,117
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,125,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,343,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,329,442
Interest earned on other investments	2012-06-30	$26,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$818,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$796,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-6,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$238,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$343,650
Contract administrator fees	2012-06-30	$232
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2012-06-30	410746749
2011 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$849,120
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$192,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$192,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$347,461
Value of total assets at end of year	2011-06-30	$3,125,926
Value of total assets at beginning of year	2011-06-30	$2,469,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$159
Total interest from all sources	2011-06-30	$30,183
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$115,732
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$656,272
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,125,926
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,469,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,329,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,737,102
Interest earned on other investments	2011-06-30	$30,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$796,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$732,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$471,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$231,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$192,689
Contract administrator fees	2011-06-30	$159
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	LARSON ALLEN LLP
Accountancy firm EIN	2011-06-30	410746749
2010 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

2022: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $21
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	203
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,574
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,574
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	243
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $11,178
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,178
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	248
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $13,299
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,299
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	232
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $14,440
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,440
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	226
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $10,692
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	219
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $19,021
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,021
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	204
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $19,123
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,123
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	191
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $12,803
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,803
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	182
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $11,297
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,297
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	175
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $13,973
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR26036

Policy instance

Insurance contract or identification number	CR26036
Number of Individuals Covered	170
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $12,935
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED CEREBRAL PALSY HEARTLAND
Employer identification number (EIN):	440579903

Jurisdiction of Incorporation:	Missouri Secretary of State
Incorporation Date:
Company Identification Number:	N00021726