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HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN
Plan identification number 002

HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHPARTNERS SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTHPARTNERS SERVICES, INC.
Employer identification number (EIN):411683568
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01LYN OTREMBA2018-10-09 LYN OTREMBA2018-10-09
0022016-01-01LYN OTREMBA2017-10-12 LYN OTREMBA2017-10-12
0022015-01-01LYN OTREMBA2016-10-14 LYN OTREMBA2016-10-14
0022014-01-01LYN OTREMBA2015-10-15 LYN OTREMBA2015-10-15
0022013-01-01LYN OTREMBA2014-10-13 LYN OTREMBA2014-10-13
0022012-01-01LYN OTREMBA2013-10-07 LYN OTREMBA2013-10-07
0022011-01-01LYN OTREMBA2012-10-15 LYN OTREMBA2012-10-15
0022009-01-01LYN OTREMBA2010-10-15 LYN OTREMBA2010-10-15

Plan Statistics for HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN

Measure Date Value
2018: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-01159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01181
Number of participants with account balances2017-01-01113
2016: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01165
Number of participants with account balances2016-01-01106
2015: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01143
Total participants2015-01-01143
Number of participants with account balances2015-01-01103
2014: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01141
Total participants2014-01-01141
Number of participants with account balances2014-01-0194
2013: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01149
Total participants2013-01-01149
Number of participants with account balances2013-01-0194
2012: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01122
Total participants2012-01-01122
Number of participants with account balances2012-01-0196
2011: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01126
Total participants2011-01-01126
Number of participants with account balances2011-01-0198
2009: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01125
Total participants2009-01-01125
Number of participants with account balances2009-01-01102

Financial Data on HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan2018-10-31$3,953,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$14,981
Total income from all sources (including contributions)2018-10-31$471,239
Total of all expenses incurred2018-10-31$123,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$119,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$199,485
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$3,620,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$3,895
Total interest from all sources2018-10-31$6,144
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$23,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$23,260
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$15,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$151,672
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$208,259
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$14,981
Administrative expenses (other) incurred2018-10-31$3,895
Total non interest bearing cash at end of year2018-10-31$0
Total non interest bearing cash at beginning of year2018-10-31$3,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$347,773
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$3,605,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$3,113,705
Interest on participant loans2018-10-31$6,144
Value of interest in common/collective trusts at end of year2018-10-31$0
Value of interest in common/collective trusts at beginning of year2018-10-31$295,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$242,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$47,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$119,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-10-31410746749
2017 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,981
Total income from all sources (including contributions)2017-12-31$848,968
Total of all expenses incurred2017-12-31$277,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$271,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$272,477
Value of total assets at end of year2017-12-31$3,620,919
Value of total assets at beginning of year2017-12-31$3,034,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,564
Total interest from all sources2017-12-31$7,925
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$121,144
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$121,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$203,857
Participant contributions at end of year2017-12-31$208,259
Participant contributions at beginning of year2017-12-31$161,642
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$14,981
Administrative expenses (other) incurred2017-12-31$5,564
Total non interest bearing cash at end of year2017-12-31$3,678
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$571,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,605,938
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,034,374
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$3,113,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,570,486
Interest on participant loans2017-12-31$7,925
Value of interest in common/collective trusts at end of year2017-12-31$295,277
Value of interest in common/collective trusts at beginning of year2017-12-31$302,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$447,422
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$61,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$271,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$1,113
Total income from all sources (including contributions)2016-12-31$433,913
Total of all expenses incurred2016-12-31$204,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$199,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$235,884
Value of total assets at end of year2016-12-31$3,034,374
Value of total assets at beginning of year2016-12-31$2,805,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,923
Total interest from all sources2016-12-31$5,548
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,940
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$61,940
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$177,268
Participant contributions at end of year2016-12-31$161,642
Participant contributions at beginning of year2016-12-31$140,792
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,798
Administrative expenses (other) incurred2016-12-31$4,923
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$229,903
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,034,374
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,805,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,570,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,325,546
Interest on participant loans2016-12-31$5,548
Value of interest in common/collective trusts at end of year2016-12-31$302,246
Value of interest in common/collective trusts at beginning of year2016-12-31$337,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,541
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$58,616
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$199,087
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$229,023
Total of all expenses incurred2015-12-31$152,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$203,120
Value of total assets at end of year2015-12-31$2,805,584
Value of total assets at beginning of year2015-12-31$2,728,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,453
Total interest from all sources2015-12-31$5,792
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$111,267
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$111,267
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$151,111
Participant contributions at end of year2015-12-31$140,792
Participant contributions at beginning of year2015-12-31$123,935
Participant contributions at end of year2015-12-31$5
Participant contributions at beginning of year2015-12-31$6,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,777
Administrative expenses (other) incurred2015-12-31$4,453
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$76,683
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,805,584
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,728,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,325,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,292,750
Interest on participant loans2015-12-31$5,792
Value of interest in common/collective trusts at end of year2015-12-31$337,441
Value of interest in common/collective trusts at beginning of year2015-12-31$302,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-91,156
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$52,009
Employer contributions (assets) at end of year2015-12-31$2
Employer contributions (assets) at beginning of year2015-12-31$1,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,887
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,446
Total income from all sources (including contributions)2014-12-31$383,197
Total of all expenses incurred2014-12-31$587,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$581,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$180,276
Value of total assets at end of year2014-12-31$2,728,901
Value of total assets at beginning of year2014-12-31$2,936,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,401
Total interest from all sources2014-12-31$4,432
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$145,444
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$145,444
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,657
Participant contributions at end of year2014-12-31$123,935
Participant contributions at beginning of year2014-12-31$65,361
Participant contributions at end of year2014-12-31$6,430
Participant contributions at beginning of year2014-12-31$3,643
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,446
Administrative expenses (other) incurred2014-12-31$6,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-204,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,728,901
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,933,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,292,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,491,156
Interest on participant loans2014-12-31$4,432
Value of interest in common/collective trusts at end of year2014-12-31$302,402
Value of interest in common/collective trusts at beginning of year2014-12-31$372,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$53,045
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$44,619
Employer contributions (assets) at end of year2014-12-31$1,607
Employer contributions (assets) at beginning of year2014-12-31$1,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$581,506
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 name2014-12-31KPMG, LLP.
Accountancy firm EIN2014-12-31135665207
2013 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,868
Total income from all sources (including contributions)2013-12-31$763,321
Total of all expenses incurred2013-12-31$165,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$160,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$194,030
Value of total assets at end of year2013-12-31$2,936,057
Value of total assets at beginning of year2013-12-31$2,344,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,346
Total interest from all sources2013-12-31$3,296
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$95,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$95,649
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$146,238
Participant contributions at end of year2013-12-31$65,361
Participant contributions at beginning of year2013-12-31$94,199
Participant contributions at end of year2013-12-31$3,643
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,868
Administrative expenses (other) incurred2013-12-31$5,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$597,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,933,611
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,336,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,491,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,823,199
Interest on participant loans2013-12-31$3,296
Value of interest in common/collective trusts at end of year2013-12-31$372,237
Value of interest in common/collective trusts at beginning of year2013-12-31$427,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$470,346
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$47,792
Employer contributions (assets) at end of year2013-12-31$1,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$160,468
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 name2013-12-31KPMG, LLP.
Accountancy firm EIN2013-12-31135665207
2012 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,152
Total income from all sources (including contributions)2012-12-31$435,735
Total of all expenses incurred2012-12-31$164,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$160,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$165,544
Value of total assets at end of year2012-12-31$2,344,972
Value of total assets at beginning of year2012-12-31$2,066,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,779
Total interest from all sources2012-12-31$3,808
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$53,664
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$124,172
Participant contributions at end of year2012-12-31$94,199
Participant contributions at beginning of year2012-12-31$86,782
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,152
Administrative expenses (other) incurred2012-12-31$4,779
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$270,921
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,336,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,065,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,823,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,556,055
Interest on participant loans2012-12-31$3,808
Value of interest in common/collective trusts at end of year2012-12-31$427,254
Value of interest in common/collective trusts at beginning of year2012-12-31$415,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$212,719
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$41,372
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$160,035
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135665207
2011 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,152
Total income from all sources (including contributions)2011-12-31$130,957
Total of all expenses incurred2011-12-31$56,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$169,591
Value of total assets at end of year2011-12-31$2,066,335
Value of total assets at beginning of year2011-12-31$1,990,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,787
Total interest from all sources2011-12-31$4,126
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,177
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$127,945
Participant contributions at end of year2011-12-31$86,782
Participant contributions at beginning of year2011-12-31$98,154
Participant contributions at end of year2011-12-31$4,801
Participant contributions at beginning of year2011-12-31$4,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,152
Administrative expenses (other) incurred2011-12-31$3,787
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$74,334
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,065,183
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,990,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,556,055
Interest on participant loans2011-12-31$4,126
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,886,234
Value of interest in common/collective trusts at end of year2011-12-31$415,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$98,815
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$41,646
Employer contributions (assets) at end of year2011-12-31$1,607
Employer contributions (assets) at beginning of year2011-12-31$1,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,836
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135665207
2010 : HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$400,418
Total of all expenses incurred2010-12-31$109,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$105,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$177,126
Value of total assets at end of year2010-12-31$1,990,849
Value of total assets at beginning of year2010-12-31$1,699,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,752
Total interest from all sources2010-12-31$4,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$135,265
Participant contributions at end of year2010-12-31$98,154
Participant contributions at beginning of year2010-12-31$67,991
Participant contributions at end of year2010-12-31$4,932
Administrative expenses (other) incurred2010-12-31$3,752
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$291,330
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,990,849
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,699,519
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
Interest on participant loans2010-12-31$4,957
Value of interest in master investment trust accounts at end of year2010-12-31$1,886,234
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,631,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$218,335
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$41,861
Employer contributions (assets) at end of year2010-12-31$1,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$105,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135665207

Form 5500 Responses for HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN

2018: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTHPARTNERS SERVICES, INC. UNION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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