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HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN
Plan identification number 001

HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

HEARTLAND HEALTHCARE SERVICE, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEARTLAND HEALTHCARE SERVICE, LLC
Employer identification number (EIN):341766299
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MELANIE MYERS2023-08-30
0012021-01-01MELANIE MYERS2022-10-05
0012020-01-01MELANIE MYERS2021-09-21
0012019-01-01MELANIE MYERS2020-10-11
0012018-01-01
0012017-01-01
0012016-01-01MELANIE MYERS
0012015-01-01MELANIE MYERS
0012014-01-01MELANIE MYERS
0012013-01-01MELANIE MYERS
0012012-01-01MELANIE MYERS DOROTHY KUHL2013-07-30
0012011-01-01MELANIE MYERS
0012010-01-01MELANIE MYERS
0012009-01-01MELANIE MYERS DOROTHY KUHL2010-07-16

Plan Statistics for HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN

Measure Date Value
2022: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01404
Total number of active participants reported on line 7a of the Form 55002022-01-01277
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01389
Number of participants with account balances2022-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01398
Number of participants with account balances2021-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01486
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01464
Number of participants with account balances2020-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01549
Total number of active participants reported on line 7a of the Form 55002019-01-01333
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01173
Total of all active and inactive participants2019-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01509
Number of participants with account balances2019-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01547
Total number of active participants reported on line 7a of the Form 55002018-01-01406
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01543
Number of participants with account balances2018-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01554
Total number of active participants reported on line 7a of the Form 55002017-01-01433
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01544
Number of participants with account balances2017-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01550
Total number of active participants reported on line 7a of the Form 55002016-01-01449
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01548
Number of participants with account balances2016-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01549
Total number of active participants reported on line 7a of the Form 55002015-01-01442
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01536
Number of participants with account balances2015-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01668
Total number of active participants reported on line 7a of the Form 55002014-01-01450
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01543
Number of participants with account balances2014-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01648
Total number of active participants reported on line 7a of the Form 55002013-01-01482
Number of other retired or separated participants entitled to future benefits2013-01-01182
Total of all active and inactive participants2013-01-01664
Total participants2013-01-01664
Number of participants with account balances2013-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01620
Total number of active participants reported on line 7a of the Form 55002012-01-01484
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01637
Number of participants with account balances2012-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01580
Total number of active participants reported on line 7a of the Form 55002011-01-01478
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01606
Number of participants with account balances2011-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01650
Total number of active participants reported on line 7a of the Form 55002010-01-01479
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0194
Total of all active and inactive participants2010-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01573
Number of participants with account balances2010-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0156
2009: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01629
Total number of active participants reported on line 7a of the Form 55002009-01-01560
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01164
Total of all active and inactive participants2009-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01724
Number of participants with account balances2009-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN

Measure Date Value
2022 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,205,757
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,847,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,739,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,984,212
Value of total assets at end of year2022-12-31$23,711,902
Value of total assets at beginning of year2022-12-31$27,765,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,331
Total interest from all sources2022-12-31$80,137
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,521,952
Participant contributions at end of year2022-12-31$374,827
Participant contributions at beginning of year2022-12-31$371,817
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,053,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,711,902
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,765,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,645,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,431,632
Interest on participant loans2022-12-31$15,870
Interest earned on other investments2022-12-31$64,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,691,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,961,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,270,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$409,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,739,200
Contract administrator fees2022-12-31$108,331
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEMARCO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31463287546
2021 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,206,035
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,321,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,212,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,755,684
Value of total assets at end of year2021-12-31$27,765,190
Value of total assets at beginning of year2021-12-31$23,880,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,554
Total interest from all sources2021-12-31$76,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$651,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$651,351
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,370,517
Participant contributions at end of year2021-12-31$371,817
Participant contributions at beginning of year2021-12-31$450,407
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,884,900
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,765,190
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,880,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,431,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,978,067
Interest on participant loans2021-12-31$20,059
Interest earned on other investments2021-12-31$56,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,961,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,451,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,722,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$361,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,212,581
Contract administrator fees2021-12-31$108,554
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMARCO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31463287546
2020 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,962,237
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,750,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,629,088
Value of total corrective distributions2020-12-31$6,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,613,331
Value of total assets at end of year2020-12-31$23,880,290
Value of total assets at beginning of year2020-12-31$22,668,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,871
Total interest from all sources2020-12-31$77,890
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,289,630
Participant contributions at end of year2020-12-31$450,407
Participant contributions at beginning of year2020-12-31$389,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,211,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,880,290
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,668,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,978,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,703,468
Interest on participant loans2020-12-31$21,418
Interest earned on other investments2020-12-31$56,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,451,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,575,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,271,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$323,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,629,088
Contract administrator fees2020-12-31$114,871
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DEMARCO & ASSOCIATES LLC
Accountancy firm EIN2020-12-31463287546
2019 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,098,104
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,783,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,669,016
Value of total corrective distributions2019-12-31$837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,007,716
Value of total assets at end of year2019-12-31$22,668,423
Value of total assets at beginning of year2019-12-31$19,353,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,628
Total interest from all sources2019-12-31$82,659
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,530,330
Participant contributions at end of year2019-12-31$389,679
Participant contributions at beginning of year2019-12-31$339,433
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,314,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,668,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,353,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,703,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,404,466
Interest on participant loans2019-12-31$19,780
Interest earned on other investments2019-12-31$62,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,575,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,609,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,007,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$429,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,669,016
Contract administrator fees2019-12-31$113,628
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEMARCO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31463287546
2018 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,239,211
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,652,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,524,111
Value of total corrective distributions2018-12-31$19,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,120,264
Value of total assets at end of year2018-12-31$19,353,800
Value of total assets at beginning of year2018-12-31$20,766,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,927
Total interest from all sources2018-12-31$68,387
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$478,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$478,979
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,615,706
Participant contributions at end of year2018-12-31$339,433
Participant contributions at beginning of year2018-12-31$371,145
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,412,934
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,353,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,766,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,404,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,996,468
Interest on participant loans2018-12-31$17,342
Interest earned on other investments2018-12-31$51,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,609,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,399,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,428,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$484,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,524,111
Contract administrator fees2018-12-31$108,927
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEMARCO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31463287546
2017 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,885,404
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,702,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,597,825
Expenses. Certain deemed distributions of participant loans2017-12-31$2,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,279,866
Value of total assets at end of year2017-12-31$20,766,734
Value of total assets at beginning of year2017-12-31$17,583,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,016
Total interest from all sources2017-12-31$76,384
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$412,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$412,084
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,571,453
Participant contributions at end of year2017-12-31$371,145
Participant contributions at beginning of year2017-12-31$362,353
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$211,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,183,057
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,766,734
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,583,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,996,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,543,035
Interest on participant loans2017-12-31$16,743
Interest earned on other investments2017-12-31$59,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,399,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,678,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,117,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$496,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,597,825
Contract administrator fees2017-12-31$102,016
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DEMARCO & ASSOCIATES LLC
Accountancy firm EIN2017-12-31463287546
2016 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,122,698
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$695,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$561,613
Value of total corrective distributions2016-12-31$44,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,906,682
Value of total assets at end of year2016-12-31$17,583,677
Value of total assets at beginning of year2016-12-31$15,156,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,282
Total interest from all sources2016-12-31$71,362
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$324,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$324,711
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,423,235
Participant contributions at end of year2016-12-31$362,353
Participant contributions at beginning of year2016-12-31$318,576
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,426,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,583,677
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,156,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,543,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,415,581
Interest on participant loans2016-12-31$14,879
Interest earned on other investments2016-12-31$56,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,678,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,422,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$819,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$482,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$561,613
Contract administrator fees2016-12-31$90,282
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEMARCO & ASSOCIATES LLC
Accountancy firm EIN2016-12-31463287546
2015 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,772,066
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,709,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,622,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,748,427
Value of total assets at end of year2015-12-31$15,156,883
Value of total assets at beginning of year2015-12-31$15,094,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,719
Total interest from all sources2015-12-31$66,506
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$303,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$303,775
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,244,980
Participant contributions at end of year2015-12-31$318,576
Participant contributions at beginning of year2015-12-31$375,611
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66
Total non interest bearing cash at beginning of year2015-12-31$21,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$62,597
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,156,883
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,094,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,415,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,149,616
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$14,813
Interest earned on other investments2015-12-31$51,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,422,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,546,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-346,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$444,289
Employer contributions (assets) at beginning of year2015-12-31$1,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,622,750
Contract administrator fees2015-12-31$86,719
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEMARCO & ASSOCIATES LLC
Accountancy firm EIN2015-12-31463287546
2014 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,767,119
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$780,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$726,835
Value of total corrective distributions2014-12-31$19,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,745,690
Value of total assets at end of year2014-12-31$15,094,286
Value of total assets at beginning of year2014-12-31$13,107,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,853
Total interest from all sources2014-12-31$33,735
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$125,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$125,872
Administrative expenses professional fees incurred2014-12-31$34,853
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,189,980
Participant contributions at end of year2014-12-31$375,611
Participant contributions at beginning of year2014-12-31$284,610
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$189,917
Total non interest bearing cash at end of year2014-12-31$21,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,986,379
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,094,286
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,107,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,149,616
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,753,036
Interest on participant loans2014-12-31$13,243
Interest earned on other investments2014-12-31$20,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,546,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,060,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$861,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$365,793
Employer contributions (assets) at end of year2014-12-31$1,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$726,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEMARCO & ASSOCIATES CPAS, INC
Accountancy firm EIN2014-12-31463287546
2013 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,537,020
Total of all expenses incurred2013-12-31$431,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$340,611
Expenses. Certain deemed distributions of participant loans2013-12-31$935
Value of total corrective distributions2013-12-31$49,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,528,317
Value of total assets at end of year2013-12-31$13,107,907
Value of total assets at beginning of year2013-12-31$10,002,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,438
Total interest from all sources2013-12-31$10,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,691
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,100,810
Participant contributions at end of year2013-12-31$284,610
Participant contributions at beginning of year2013-12-31$231,815
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,311
Other income not declared elsewhere2013-12-31$27,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,105,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,107,907
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,002,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$32,747
Value of interest in pooled separate accounts at end of year2013-12-31$11,753,036
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,634,052
Interest on participant loans2013-12-31$10,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,060,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,129,901
Net investment gain/loss from pooled separate accounts2013-12-31$1,970,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$402,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$340,611
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEMARCO & ASSOCIATES CPAS, INC
Accountancy firm EIN2013-12-31463287546
2012 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,474,110
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,148,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,069,103
Expenses. Certain deemed distributions of participant loans2012-12-31$5,499
Value of total corrective distributions2012-12-31$54,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,416,939
Value of total assets at end of year2012-12-31$10,002,127
Value of total assets at beginning of year2012-12-31$8,676,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,867
Total interest from all sources2012-12-31$8,170
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,783
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$998,155
Participant contributions at end of year2012-12-31$231,815
Participant contributions at beginning of year2012-12-31$217,875
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,044
Other income not declared elsewhere2012-12-31$14,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,325,390
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,002,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,676,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,084
Value of interest in pooled separate accounts at end of year2012-12-31$8,634,052
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,111,619
Interest on participant loans2012-12-31$8,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,129,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,347,243
Net investment gain/loss from pooled separate accounts2012-12-31$1,034,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$358,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,069,103
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSLEY, PFUNDT, GLICK & DEMARCO, IN
Accountancy firm EIN2012-12-31273710272
2011 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,125,958
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$697,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$634,813
Expenses. Certain deemed distributions of participant loans2011-12-31$276
Value of total corrective distributions2011-12-31$44,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,318,956
Value of total assets at end of year2011-12-31$8,676,737
Value of total assets at beginning of year2011-12-31$8,248,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,172
Total interest from all sources2011-12-31$9,032
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,223
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$974,617
Participant contributions at end of year2011-12-31$217,875
Participant contributions at beginning of year2011-12-31$210,773
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$148
Other income not declared elsewhere2011-12-31$10,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$428,160
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,676,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,248,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,949
Value of interest in pooled separate accounts at end of year2011-12-31$7,111,619
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,270,682
Interest on participant loans2011-12-31$9,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,347,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$766,974
Net investment gain/loss from pooled separate accounts2011-12-31$-212,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$344,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$634,813
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSLEY, PFUNDT & GLICK, INC
Accountancy firm EIN2011-12-31273710272
2010 : HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,112,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,761,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,621,940
Value of total corrective distributions2010-12-31$104,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,278,000
Value of total assets at end of year2010-12-31$8,248,577
Value of total assets at beginning of year2010-12-31$7,897,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,804
Total interest from all sources2010-12-31$10,299
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,617
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$947,744
Participant contributions at end of year2010-12-31$210,773
Participant contributions at beginning of year2010-12-31$187,634
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$587
Other income not declared elsewhere2010-12-31$3,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$351,156
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,248,577
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,897,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$30,187
Value of interest in pooled separate accounts at end of year2010-12-31$7,270,682
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,418,325
Interest on participant loans2010-12-31$10,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$766,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$291,462
Net investment gain/loss from pooled separate accounts2010-12-31$820,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$329,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,621,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSLEY, PFUNDT & GLICK, INC
Accountancy firm EIN2010-12-31273710272

Form 5500 Responses for HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN

2022: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEARTLAND HEALTHCARE SERVICES 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered389
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered398
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered464
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered509
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered543
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered544
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered536
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809266
Policy instance 1
Insurance contract or identification number809266
Number of Individuals Covered513
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600767-000
Policy instance 2
Insurance contract or identification number600767-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600767-000
Policy instance 1
Insurance contract or identification number600767-000
Number of Individuals Covered634
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600767-000
Policy instance 1
Insurance contract or identification number600767-000
Number of Individuals Covered601
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,020
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $7,756
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600767-000
Policy instance 1
Insurance contract or identification number600767-000
Number of Individuals Covered570
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,301
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600767-000
Policy instance 2
Insurance contract or identification number600767-000
Number of Individuals Covered538
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36,599
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $36,599
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number446748
Policy instance 1
Insurance contract or identification number446748
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-09-01
Total amount of commissions paid to insurance brokerUSD $9,638
Total amount of fees paid to insurance companyUSD $649
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $9,638
Amount paid for insurance broker fees649
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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