401k Plan data: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN plan

HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: HEALTHCAREFIRST, INC.

Employer identification number (EIN): 752452368

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about HEALTHCAREFIRST, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1992-11-12

Company Identification Number: 0124909700

Legal Registered Office Address: 1550 AMERICAN BLVD E STE 801

MINNEAPOLIS
United States of America (USA)
55425

More information about HEALTHCAREFIRST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DANA SCHIELE
001 2017-01-01 DANA SCHIELE
001 2016-01-01 DANA SCHIELE
001 2015-01-01 DANA SCHIELE
001 2015-01-01 DANA SCHIELE
001 2014-01-01 DANA SCHIELE
001 2013-01-01 MIKEL ROBERTSON
001 2012-01-01 MIKEL ROBERTSON 2013-10-09
001 2011-01-01 MIKEL ROBERTSON 2012-10-10
001 2010-01-01 MIKEL ROBERTSON 2011-04-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	DANA SCHIELE
001	2017-01-01	DANA SCHIELE
001	2016-01-01	DANA SCHIELE
001	2015-01-01	DANA SCHIELE
001	2015-01-01	DANA SCHIELE
001	2014-01-01	DANA SCHIELE
001	2013-01-01	MIKEL ROBERTSON
001	2012-01-01	MIKEL ROBERTSON	2013-10-09
001	2011-01-01	MIKEL ROBERTSON	2012-10-10
001	2010-01-01	MIKEL ROBERTSON	2011-04-27

Plan Statistics for HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 148
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 210
Number of participants with account balances 2017-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 132
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 54
Total of all active and inactive participants 2016-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 186
Number of participants with account balances 2016-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 144
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 186
Number of participants with account balances 2015-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 133
Number of participants with account balances 2013-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2018: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	148
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	210
Number of participants with account balances	2017-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	132
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	54
Total of all active and inactive participants	2016-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	186
Number of participants with account balances	2016-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	144
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	186
Number of participants with account balances	2015-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	133
Number of participants with account balances	2013-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,197,934
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$13,084,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,069,947
Expenses. Certain deemed distributions of participant loans	2018-12-31	$394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$448,948
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$11,886,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,981
Total interest from all sources	2018-12-31	$4,616
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$30,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$30,528
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$265,975
Participant contributions at beginning of year	2018-12-31	$144,673
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,045
Administrative expenses (other) incurred	2018-12-31	$13,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-11,886,388
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,886,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,244,964
Interest on participant loans	2018-12-31	$4,616
Value of interest in common/collective trusts at beginning of year	2018-12-31	$496,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$705,845
Net investment gain or loss from common/collective trusts	2018-12-31	$7,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$172,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,069,947
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,888,342
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$865,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$860,253
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$814,021
Value of total assets at end of year	2017-12-31	$11,886,388
Value of total assets at beginning of year	2017-12-31	$9,863,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,910
Total interest from all sources	2017-12-31	$6,140
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$587,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$587,053
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$478,925
Participant contributions at end of year	2017-12-31	$144,673
Participant contributions at beginning of year	2017-12-31	$113,619
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$20,701
Administrative expenses (other) incurred	2017-12-31	$2,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,023,307
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,886,388
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,863,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,244,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,233,850
Interest on participant loans	2017-12-31	$6,140
Value of interest in common/collective trusts at end of year	2017-12-31	$496,751
Value of interest in common/collective trusts at beginning of year	2017-12-31	$515,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,470,974
Net investment gain or loss from common/collective trusts	2017-12-31	$10,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$314,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$860,253
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,529,599
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,991,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,976,146
Expenses. Certain deemed distributions of participant loans	2016-12-31	$12,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$825,585
Value of total assets at end of year	2016-12-31	$9,863,081
Value of total assets at beginning of year	2016-12-31	$10,325,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,727
Total interest from all sources	2016-12-31	$6,157
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$282,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$282,603
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$502,784
Participant contributions at end of year	2016-12-31	$113,619
Participant contributions at beginning of year	2016-12-31	$172,452
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,904
Administrative expenses (other) incurred	2016-12-31	$2,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-462,174
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,863,081
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,325,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,233,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,600,100
Interest on participant loans	2016-12-31	$6,157
Value of interest in common/collective trusts at end of year	2016-12-31	$515,612
Value of interest in common/collective trusts at beginning of year	2016-12-31	$552,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$410,280
Net investment gain or loss from common/collective trusts	2016-12-31	$4,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$316,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,976,146
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$43,227
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,806,710
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,114,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,090,706
Expenses. Certain deemed distributions of participant loans	2015-12-31	$20,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,679,970
Value of total assets at end of year	2015-12-31	$10,325,255
Value of total assets at beginning of year	2015-12-31	$9,589,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,780
Total interest from all sources	2015-12-31	$5,783
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$596,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$596,163
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$458,184
Participant contributions at end of year	2015-12-31	$172,452
Participant contributions at beginning of year	2015-12-31	$131,987
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$916,305
Administrative expenses (other) incurred	2015-12-31	$2,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$692,554
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,325,255
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,589,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,600,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,962,798
Interest on participant loans	2015-12-31	$5,783
Value of interest in common/collective trusts at end of year	2015-12-31	$552,703
Value of interest in common/collective trusts at beginning of year	2015-12-31	$494,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-477,347
Net investment gain or loss from common/collective trusts	2015-12-31	$2,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$305,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,090,706
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,244,870
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$404,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$374,468
Expenses. Certain deemed distributions of participant loans	2014-12-31	$15,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$608,338
Value of total assets at end of year	2014-12-31	$9,589,474
Value of total assets at beginning of year	2014-12-31	$8,749,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,887
Total interest from all sources	2014-12-31	$3,103
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$459,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$459,815
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$404,456
Participant contributions at end of year	2014-12-31	$131,987
Participant contributions at beginning of year	2014-12-31	$100,054
Other income not declared elsewhere	2014-12-31	$12,455
Administrative expenses (other) incurred	2014-12-31	$14,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$840,092
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,589,474
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,749,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,962,798
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,134,799
Interest on participant loans	2014-12-31	$3,103
Value of interest in common/collective trusts at end of year	2014-12-31	$494,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$514,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$142,693
Net investment gain or loss from common/collective trusts	2014-12-31	$18,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$203,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$374,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,336,674
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$103,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$99,704
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$782,304
Value of total assets at end of year	2013-12-31	$8,749,382
Value of total assets at beginning of year	2013-12-31	$6,516,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,987
Total interest from all sources	2013-12-31	$8,269
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$495,100
Participant contributions at end of year	2013-12-31	$100,054
Participant contributions at beginning of year	2013-12-31	$107,398
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,196
Administrative expenses (other) incurred	2013-12-31	$2,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,232,886
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,749,382
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,516,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,134,799
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,951,853
Interest on participant loans	2013-12-31	$3,401
Interest earned on other investments	2013-12-31	$4,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$514,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$457,245
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,546,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$246,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$99,704
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260

Form 5500 Responses for HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN

2018: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEALTHCAREFIRST, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

876758

Policy instance

Insurance contract or identification number	876758
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-07-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

876758

Policy instance

Insurance contract or identification number	876758
Number of Individuals Covered	133
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $18,518
Total amount of fees paid to insurance company	USD $3,120
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,165
Insurance broker organization code?	3
Amount paid for insurance broker fees	3120
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

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Company Name:	HEALTHCAREFIRST, INC.
Employer identification number (EIN):	752452368
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1992-11-12
Company Identification Number:	0124909700
Legal Registered Office Address:	1550 AMERICAN BLVD E STE 801 MINNEAPOLIS United States of America (USA) 55425