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

Plan NameHEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 004

HEALTHPARTNERS SERVICES, INC. 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. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LYN OTREMBA2018-10-11 LYN OTREMBA2018-10-11
0042016-01-01LYN OTREMBA2017-10-13 LYN OTREMBA2017-10-13
0042015-01-01LYN OTREMBA2016-10-14 LYN OTREMBA2016-10-14
0042014-01-01LYN OTREMBA2015-10-15 LYN OTREMBA2015-10-15
0042013-01-01LYN OTREMBA2014-10-13 LYN OTREMBA2014-10-13
0042012-01-01LYN OTREMBA2013-10-07 LYN OTREMBA2013-10-07
0042011-01-01LYN OTREMBA2012-10-15 LYN OTREMBA2012-10-15
0042009-01-01LYN OTREMBA2010-10-15 LYN OTREMBA2010-10-15

Plan Statistics for HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN

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

Measure Date Value
2023: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01312
Total number of active participants reported on line 7a of the Form 55002023-01-01257
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0181
Total of all active and inactive participants2023-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01340
Number of participants with account balances2023-01-01281
2022: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01233
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01313
Number of participants with account balances2022-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01217
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01300
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01288
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01264
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01277
Total participants2019-01-01277
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0191
Total number of active participants reported on line 7a of the Form 55002018-01-01264
Total of all active and inactive participants2018-01-01264
Total participants2018-01-01264
2017: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0185
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01109
Total participants2017-01-01109
Number of participants with account balances2017-01-0176
2016: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0184
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0199
Total participants2016-01-0199
Number of participants with account balances2016-01-0165
2015: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0198
Total participants2015-01-0198
Number of participants with account balances2015-01-0157
2014: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0183
Total participants2014-01-0183
Number of participants with account balances2014-01-0151
2013: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0155
Total number of active participants reported on line 7a of the Form 55002013-01-0174
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0180
Total participants2013-01-0180
Number of participants with account balances2013-01-0144
2012: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0155
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0155
Total participants2012-01-0155
Number of participants with account balances2012-01-0143
2011: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0155
Total participants2011-01-0155
Number of participants with account balances2011-01-0139
2009: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0152
Total participants2009-01-0152
Number of participants with account balances2009-01-0141

Financial Data on HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,376,501
Total of all expenses incurred2023-12-31$2,035,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,021,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,024,846
Value of total assets at end of year2023-12-31$23,628,746
Value of total assets at beginning of year2023-12-31$20,287,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$14,045
Total interest from all sources2023-12-31$16,604
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$41,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$41,558
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$993,759
Participant contributions at end of year2023-12-31$288,420
Participant contributions at beginning of year2023-12-31$218,272
Assets. Other investments not covered elsewhere at end of year2023-12-31$87,854
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$28,068
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$90,868
Administrative expenses (other) incurred2023-12-31$14,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,340,751
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,628,746
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,287,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$400,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$317,660
Interest on participant loans2023-12-31$16,604
Value of interest in common/collective trusts at end of year2023-12-31$22,082,905
Value of interest in common/collective trusts at beginning of year2023-12-31$19,063,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$32,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$7,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$7,447
Net investment gain or loss from common/collective trusts2023-12-31$3,293,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$940,219
Employer contributions (assets) at end of year2023-12-31$736,258
Employer contributions (assets) at beginning of year2023-12-31$653,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,021,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,679,230
Total of all expenses incurred2022-12-31$1,097,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,084,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,891,383
Value of total assets at end of year2022-12-31$20,287,995
Value of total assets at beginning of year2022-12-31$23,064,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,396
Total interest from all sources2022-12-31$8,568
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$42,017
Administrative expenses professional fees incurred2022-12-31$13,396
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
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$797,493
Participant contributions at end of year2022-12-31$218,272
Participant contributions at beginning of year2022-12-31$128,519
Assets. Other investments not covered elsewhere at end of year2022-12-31$28,068
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$271,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,776,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,287,995
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,064,861
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$317,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$357,679
Interest on participant loans2022-12-31$8,568
Value of interest in common/collective trusts at end of year2022-12-31$19,063,031
Value of interest in common/collective trusts at beginning of year2022-12-31$21,985,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,125
Net investment gain or loss from common/collective trusts2022-12-31$-3,621,198
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$822,469
Employer contributions (assets) at end of year2022-12-31$653,517
Employer contributions (assets) at beginning of year2022-12-31$585,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,084,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,930,019
Total of all expenses incurred2021-12-31$2,134,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,122,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,487,784
Value of total assets at end of year2021-12-31$23,064,861
Value of total assets at beginning of year2021-12-31$21,269,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,261
Total interest from all sources2021-12-31$11,021
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$40,720
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$40,720
Administrative expenses professional fees incurred2021-12-31$12,261
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$739,375
Participant contributions at end of year2021-12-31$128,519
Participant contributions at beginning of year2021-12-31$216,295
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$1,795,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,064,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,269,123
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$357,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$286,784
Interest on participant loans2021-12-31$11,021
Value of interest in common/collective trusts at end of year2021-12-31$21,985,298
Value of interest in common/collective trusts at beginning of year2021-12-31$20,291,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,491
Net investment gain or loss from common/collective trusts2021-12-31$2,390,494
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$748,409
Employer contributions (assets) at end of year2021-12-31$585,240
Employer contributions (assets) at beginning of year2021-12-31$465,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,122,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
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$16,821
Total income from all sources (including contributions)2020-12-31$3,740,063
Total of all expenses incurred2020-12-31$2,421,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,409,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,202,773
Value of total assets at end of year2020-12-31$21,269,123
Value of total assets at beginning of year2020-12-31$19,966,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,423
Total interest from all sources2020-12-31$14,278
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,753
Administrative expenses professional fees incurred2020-12-31$11,423
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$596,540
Participant contributions at end of year2020-12-31$216,295
Participant contributions at beginning of year2020-12-31$270,784
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$16,821
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$1,319,056
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,269,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,950,067
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$286,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$210,024
Interest on participant loans2020-12-31$14,278
Value of interest in common/collective trusts at end of year2020-12-31$20,291,942
Value of interest in common/collective trusts at beginning of year2020-12-31$18,846,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$81,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$81,419
Net investment gain or loss from common/collective trusts2020-12-31$2,510,259
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$606,233
Employer contributions (assets) at end of year2020-12-31$465,611
Employer contributions (assets) at beginning of year2020-12-31$558,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,409,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,821
Total income from all sources (including contributions)2019-12-31$5,500,528
Total of all expenses incurred2019-12-31$3,777,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,767,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,061,319
Value of total assets at end of year2019-12-31$19,966,888
Value of total assets at beginning of year2019-12-31$18,227,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,830
Total interest from all sources2019-12-31$13,848
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$10,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$648,078
Participant contributions at end of year2019-12-31$270,784
Participant contributions at beginning of year2019-12-31$262,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,325
Liabilities. Value of operating payables at end of year2019-12-31$16,821
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$1,722,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,950,067
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,227,426
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$210,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$260,571
Interest on participant loans2019-12-31$13,848
Value of interest in common/collective trusts at end of year2019-12-31$18,846,211
Value of interest in common/collective trusts at beginning of year2019-12-31$17,689,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$81,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,996
Net investment gain or loss from common/collective trusts2019-12-31$3,412,666
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$1,356,916
Employer contributions (assets) at end of year2019-12-31$558,450
Income. Dividends from preferred stock2019-12-31$12,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,767,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$12,700,154
Total income from all sources2018-12-31$-571,569
Expenses. Total of all expenses incurred2018-12-31$52,341
Benefits paid (including direct rollovers)2018-12-31$46,917
Total plan assets at end of year2018-12-31$18,227,426
Total plan assets at beginning of year2018-12-31$6,151,182
Value of fidelity bond covering the plan2018-12-31$15,000,000
Total contributions received or receivable from participants2018-12-31$419,656
Contributions received from other sources (not participants or employers)2018-12-31$43,417
Other income received2018-12-31$-1,142,219
Net income (gross income less expenses)2018-12-31$-623,910
Net plan assets at end of year (total assets less liabilities)2018-12-31$18,227,426
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,151,182
Assets. Value of participant loans2018-12-31$262,900
Total contributions received or receivable from employer(s)2018-12-31$107,577
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,424
2017 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,424,119
Expenses. Total of all expenses incurred2017-12-31$68,653
Benefits paid (including direct rollovers)2017-12-31$62,020
Total plan assets at end of year2017-12-31$6,151,182
Total plan assets at beginning of year2017-12-31$4,795,716
Value of fidelity bond covering the plan2017-12-31$15,000,000
Total contributions received or receivable from participants2017-12-31$319,849
Contributions received from other sources (not participants or employers)2017-12-31$26,475
Other income received2017-12-31$999,239
Net income (gross income less expenses)2017-12-31$1,355,466
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,151,182
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,795,716
Assets. Value of participant loans2017-12-31$30,026
Total contributions received or receivable from employer(s)2017-12-31$78,556
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,633
2016 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$814,714
Expenses. Total of all expenses incurred2016-12-31$334,053
Benefits paid (including direct rollovers)2016-12-31$330,099
Total plan assets at end of year2016-12-31$4,795,716
Total plan assets at beginning of year2016-12-31$4,315,055
Value of fidelity bond covering the plan2016-12-31$15,000,000
Total contributions received or receivable from participants2016-12-31$267,547
Contributions received from other sources (not participants or employers)2016-12-31$154,051
Other income received2016-12-31$327,730
Net income (gross income less expenses)2016-12-31$480,661
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,795,716
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,315,055
Assets. Value of participant loans2016-12-31$15,111
Total contributions received or receivable from employer(s)2016-12-31$65,386
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,954
2015 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$336,097
Expenses. Total of all expenses incurred2015-12-31$116,705
Benefits paid (including direct rollovers)2015-12-31$111,698
Total plan assets at end of year2015-12-31$4,315,055
Total plan assets at beginning of year2015-12-31$4,095,663
Value of fidelity bond covering the plan2015-12-31$15,000,000
Total contributions received or receivable from participants2015-12-31$260,266
Other income received2015-12-31$16,637
Net income (gross income less expenses)2015-12-31$219,392
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,315,055
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,095,663
Assets. Value of participant loans2015-12-31$28,649
Total contributions received or receivable from employer(s)2015-12-31$59,194
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,007
2014 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$18,072
Total income from all sources2014-12-31$557,272
Expenses. Total of all expenses incurred2014-12-31$32,270
Benefits paid (including direct rollovers)2014-12-31$26,276
Total plan assets at end of year2014-12-31$4,095,663
Total plan assets at beginning of year2014-12-31$3,588,733
Value of fidelity bond covering the plan2014-12-31$15,000,000
Total contributions received or receivable from participants2014-12-31$243,936
Other income received2014-12-31$256,080
Net income (gross income less expenses)2014-12-31$525,002
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,095,663
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,570,661
Assets. Value of participant loans2014-12-31$45,425
Total contributions received or receivable from employer(s)2014-12-31$57,256
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,994
2013 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$18,072
Total plan liabilities at beginning of year2013-12-31$12,018
Total income from all sources2013-12-31$982,265
Expenses. Total of all expenses incurred2013-12-31$300,700
Benefits paid (including direct rollovers)2013-12-31$295,499
Total plan assets at end of year2013-12-31$3,588,733
Total plan assets at beginning of year2013-12-31$2,901,114
Value of fidelity bond covering the plan2013-12-31$15,000,000
Total contributions received or receivable from participants2013-12-31$235,074
Other income received2013-12-31$696,655
Net income (gross income less expenses)2013-12-31$681,565
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,570,661
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,889,096
Assets. Value of participant loans2013-12-31$46,195
Total contributions received or receivable from employer(s)2013-12-31$50,536
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,201
2012 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$12,018
Total plan liabilities at beginning of year2012-12-31$11,866
Total income from all sources2012-12-31$722,756
Expenses. Total of all expenses incurred2012-12-31$131,670
Benefits paid (including direct rollovers)2012-12-31$126,946
Total plan assets at end of year2012-12-31$2,901,114
Total plan assets at beginning of year2012-12-31$2,309,876
Value of fidelity bond covering the plan2012-12-31$15,000,000
Total contributions received or receivable from participants2012-12-31$310,852
Other income received2012-12-31$362,845
Net income (gross income less expenses)2012-12-31$591,086
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,889,096
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,298,010
Assets. Value of participant loans2012-12-31$18,748
Total contributions received or receivable from employer(s)2012-12-31$49,059
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,724
2011 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$11,866
Total income from all sources2011-12-31$415,996
Expenses. Total of all expenses incurred2011-12-31$208,552
Benefits paid (including direct rollovers)2011-12-31$202,927
Total plan assets at end of year2011-12-31$2,279,876
Total plan assets at beginning of year2011-12-31$2,090,566
Value of fidelity bond covering the plan2011-12-31$15,000,000
Total contributions received or receivable from participants2011-12-31$434,204
Other income received2011-12-31$-62,008
Net income (gross income less expenses)2011-12-31$207,444
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,268,010
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,090,566
Assets. Value of participant loans2011-12-31$26,813
Total contributions received or receivable from employer(s)2011-12-31$43,800
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,625
2010 : HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$492,668
Expenses. Total of all expenses incurred2010-12-31$116,060
Benefits paid (including direct rollovers)2010-12-31$113,166
Total plan assets at end of year2010-12-31$2,090,566
Total plan assets at beginning of year2010-12-31$1,713,958
Value of fidelity bond covering the plan2010-12-31$15,000,000
Total contributions received or receivable from participants2010-12-31$190,662
Other income received2010-12-31$258,897
Net income (gross income less expenses)2010-12-31$376,608
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,090,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,713,958
Assets. Value of participant loans2010-12-31$20,467
Total contributions received or receivable from employer(s)2010-12-31$43,109
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,894

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

2023: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTHPARTNERS SERVICES, INC. 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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