2016-11-15T09:33:23-06:00 2015-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2015-01-01 431286484 Heartland Health Care Plan Trust Fund % DWAIN STILSON HEAR 8162717070 5325 FARAON ST ST JOSEPH MO 64506 DWAIN STILSON TRUSTEE 8162717070 2016-11-15 true Michael J Engle P00482834 8162216300 2015 2017-02-10 21:41:12Z DWAIN STILSON 5323 FARAON ST JOSEPH MO 64506 40656173 false X N/A X 1978 MO THE PLAN OPERATES TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ALL OF ITS MEMBERS. 6 0 0 6 0 0 0 38666368 40571295 100468 84878 0 0 38766836 40656173 0 0 35887792 37300683 0 0 0 0 0 2757306 2339894 38645098 39640577 121738 1015596 5455216 6672801 861968 1127399 4593248 5545402 THE PLAN OPERATES TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ALL OF ITS MEMBERS. false false THE SOLE PURPOSE OF THE FUND IS TO PROVIDE HEALTH CARE BENEFITS, INCLUDING HOSPITALIZATION, MEDICAL, DENTAL AND VISION CARE AND TO PAY ADMINISTRATIVE COSTS OF THE PLAN FOR ELIGIBLE EMPLOYEES OF ALL AFFILIATES. false false false false false false false false false false false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false true true true false true 0 0 0 false false false false false false X 6 0 true false false false false true true true true false false true true true true true true false false false X DWAIN STILSON 8162717070 5325 FARAON ST ST JOSEPH MO 64506 CURT KRETZINGER TRUSTEE 1.0 39.0 X 0 722503 82286 JOHN P WILSON TRUSTEE 1.0 39.0 X 0 683337 56241 MICHAEL PULIDO TRUSTEE 1.0 39.0 X 0 446612 92483 EDWARD KAMMERER MD TRUSTEE 1.0 39.0 X 0 552245 36048 WILLIAM F RIPPE MD TRUSTEE 1.0 39.0 X 0 495924 4987 DWAIN STILSON TRUSTEE 1.0 39.0 X 0 216114 38598 MOHAN HINDUPUR MD FORMER TRUSTEE 1.0 39.0 X 0 985731 27882 0 4102466 338525 0 true true false BLUE CROSS BLUE SHIELD 2301 MAIN KANSAS CITY MO 64141 PLAN ADMIN FEES 1281164 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 CONTRACT ADMIN 168904 DELTA DENTAL OF MISSOURI 5325 FARAON ST ST JOSEPH MO 64506 DENTAL NETWORK 137970 NUESYNERGY 5325 FARAON ST ST JOSEPH MO 64506 CONTRACT ADMIN 167176 4 0 EMPLOYER CONTRIBUTION 525100 35558360 35558360 EMPLOYEE CONTRIBUTION 525100 5012935 5012935 40571295 84878 84878 0 0 0 0 0 0 0 0 0 0 40656173 40571295 84878 0 0 0 37300683 0 0 0 0 0 0 0 0 0 0 0 0 2339894 0 0 0 0 0 0 0 0 0 0 0 0 39640577 0 0 2275158 4163512 0 0 5113 3867 0 0 0 0 0 0 0 0 0 0 0 3174945 2505422 0 0 0 0 0 0 0 0 5455216 6672801 861968 1127399 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 861968 1127399 X 0 0 0 0 4593248 5545402 4593248 5545402 5455216 6672801 1015596 -63442 X false true X true false false false 40592731 -63442 -63442 40656173 40656173 39640577 39640577 39640577 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false true false CURT KRETZINGER TRUSTEE 0 475549 0 101923 0 145031 0 71955 0 10331 0 804789 0 121672 JOHN P WILSON TRUSTEE 0 444078 0 103100 0 136159 0 56241 0 0 0 739578 0 112348 MICHAEL PULIDO TRUSTEE 0 311782 0 62593 0 72237 0 67035 0 25448 0 539095 0 57211 MOHAN HINDUPUR MD FORMER TRUSTEE 0 894750 0 79584 0 11397 0 10600 0 17282 0 1013613 0 0 EDWARD KAMMERER MD TRUSTEE 0 397214 0 153111 0 1920 0 10600 0 25448 0 588293 0 0 WILLIAM F RIPPE MD TRUSTEE 0 329608 0 160043 0 6273 0 0 0 4987 0 500911 0 0 DWAIN STILSON TRUSTEE 0 191320 0 24091 0 703 0 8150 0 30448 0 254712 0 0 SCHEDULE J, PART I, LINE 3 COMPENSATION IS ESTABLISHED BY HEARTLAND HEALTH, A RELATED ENTITY, USING THE FOLLOWING: A. COMPENSATION COMMITTEE B. INDEPENDENT COMPENSATION CONSULTANT C. WRITTEN EMPLOYMENT CONTRACT D. COMPENSATION SURVEYS OR STUDIES E. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B PAID ACCRUED ----------- ----------- CURT KRETZINGER $ 121,672 $ 61,355 JOHN P WILSON $ 112,348 $ 45,641 MICHAEL PULIDO $ 57,211 $ 56,469 FORM 990, PART VII, & SCHEDULE J, PART II FOR CURT KRETZINGER, JOHN P. WILSON, MICHAEL PULIDO, EDWARD KAMMERER, MD, WILLIAM F. RIPPE, MD, DWAIN STILSON, AND MOHAN HINDUPUR, MD, THE COMPENSATION IS PROVIDED BY HEARTLAND REGIONAL MEDICAL CENTER, A RELATED ENTITY, FOR SERVICES TO ALL HEARTLAND ENTITIES. INCLUDED IN THE DEFERRED COMPENSATION ARE EMPLOYER CONTRIBUTIONS INTO QUALIFIED PLANS AND NON-QUALIFIED DEFERRED COMPENSATION PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND SEVERANCE THAT IS PROVIDED WITHIN THE EXECUTIVE'S EMPLOYMENT AGREEMENT. THEREFORE, AMOUNTS MAY NEVER BE PAID. FORM 990, PART VI, SECTION A, LINE 2 CURT KRETZINGER, JOHN WILSON, DWAIN STILSON AND MICHAEL PULIDO HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OR DIRECTORS OF MIDWESTERN HEALTH MANAGEMENT, INC., HHS PROPERTIES, INC. OR COMMUNITY HEALTH PLAN INSURANCE COMPANY. CURT KRETZINGER, JOHN WILSON, MICHAEL PULIDO, DWAIN STILSON, EDWARD KAMMERER, MD, AND WILLIAM F. RIPPE, MD HAVE A BUSINESSS RELATIONSHIP. THEY ARE ALL OFFICERS AND/OR EMPLOYEES OF HEARTLAND REGIONAL MEDICAL CENTER. CURT KRETZINGER AND JOHN WILSON HAVE A BUSINESS RELATIONSHIP. THEY SERVE AS EITHER A DIRECTOR OR OFFICER OF HEARTLAND LONG TERM ACUTE CARE HOSPITAL. JOHN WILSON, CURT KRETZINGER AND DWAIN STILSON HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OF HEARTLAND FOUNDATION. CURT KRETZINGER, MICHAEL PULIDO, JOHN WILSON, AND DWAIN STILSON HAVE A BUSINESS RELATIONSHIP. THEY ARE BOARD MEMBERS OR OFFICERS OF NORTHWEST MEDICAL CENTER ASSOCIATION, INC. JOHN WILSON AND DWAIN STILSON HAVE A BUSINESS RELATIONSHIP. THEY SERVE AS OFFICERS OF HEARTLAND HEALTH. FORM 990, PART VI, SECTION A, LINE 7A HEARTLAND HEALTH, A RELATED TAX EXEMPT ORGANIZATION, HAS THE POWER TO APPOINT TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B HEARTLAND HEALTH, A RELATED TAX EXEMPT ORGANIZATION, BOARD OF DIRECTORS HAS THE POWER TO TERMINATE THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE RETURN. IT IS THEN REVIEWED BY THE TRUSTEES. AFTER REVISIONS, IF NECESSARY, THE TRUSTEES AGAIN REVIEW THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C UPON AGREEING TO FILL A BOARD POSITION, THE PROSPECTIVE MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DOCUMENT WHICH DISCLOSES FAMILY AND BUSINESS RELATIONSHIPS THAT COULD BE CONSIDERED IN CONFLICT WITH THEIR POSITION ON THE BOARD. IN THIS DOCUMENT, THEY AGREE THAT THEY WILL DISCLOSE ANY ACTIVITIES IN WHICH THEY MAY NOT BE INDEPENDENT IN REGARDS TO A TRANSACTION. THIS DOCUMENT IS DISTRIBUTED AND HELD BY LEGAL COUNSEL. THE MEMBER ALSO SIGNS HEARTLAND'S CODE OF CONDUCT DOCUMENT IN WHICH THEY AGREE TO ETHICAL BEHAVIOR AND ADHERING TO CONFIDENTIALITY POLICIES. THIS DOCUMENT IS HELD BY THE CORPORATE COMPLIANCE OFFICE. ANNUALLY, THE CORPORATE COMPLIANCE OFFICER DISTRIBUTES A SURVEY TO EACH BOARD MEMBER TO FACILITATE DISCLOSURE OF ANY REPORTABLE ACTIVITIES. DURING THE COURSE OF BOARD MEETINGS, BOARD MEMBERS WILL DISMISS THEMSELVES FROM MEETINGS AND/OR ABSTAIN FROM VOTING DURING DISCUSSIONS OF ISSUES THAT RELATE TO THOSE SPECIFIC MEMBERS. ALL DISMISSALS AND ABSTENTIONS ARE RECORDED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PLAN DOCUMENTS ARE PROVIDED TO ALL EMPLOYEE PARTICIPANTS. HEARTLAND HEALTH 5325 FARAON ST ST JOSEPH MO 64506 431283316 HEALTH CARE MO 501(C)(3) 11A NA false HEARTLAND REGIONAL MEDICAL CENTER 5325 FARAON ST ST JOSEPH MO 64506 440545289 HEALTH CARE MO 501(C)(3) 3 HH true HEARTLAND FOUNDATION 5325 FARAON ST ST JOSEPH MO 64506 431262768 COMM BENEFIT MO 501(C)(3) 9 HH true HEARTLAND LONG TERM ACUTE CARE HOSPITAL 5325 FARAON ST ST JOSEPH MO 64506 261972987 HEALTH CARE MO 501(C)(3) 3 HH true NORTHWEST MEDICAL CENTER ASSOCIATION 705 COLLEGE ALBANY MO 64402 440580870 HEALTH CARE MO 501(C)(3) 3 HH true ST JOSEPH DOWNTOWN DEVELOPMENT LLC 5325 FARAON ST ST JOSEPH MO 64506 474317460 REAL ESTAE MO MHM UNRELATED 0 0 false 0 MIDWESTERN HEALTH MANAGEMENT INC 5325 FARAON ST ST JOSEPH MO 64506 431264358 HEALTH SVCS MO HH C CORPORATION true COMMUNITY HEALTH PLAN INSURANCE COMPANY 5325 FARAON ST ST JOSEPH MO 64506 431210152 INSURANCE MO HH C CORPORATION true HHS PROPERTIES INC 5325 FARAON ST ST JOSEPH MO 64506 431593799 PROPERTY MGMT MO HH C CORPORATION true UPTOWN HOUSING INC 5325 FARAON ST ST JOSEPH MO 64506 261416252 REVITALIZATIO MO HH C CORPORATION true UPTOWN ST JOSEPH REDEVELOPMENT 5325 FARAON ST ST JOSEPH MO 64506 201742813 REDEVELOPMENT MO HH C CORPORATION true SHOAL CREEK FAMILY MEDICINE AND ALLERGY 5325 FARAON ST ST JOSEPH MO 64506 010754265 HEALTH SVCS MO HH C CORPORATION true false false false false false false false false false false true true false false false false false false HEARTLAND REGIONAL MEDICAL CENTER L 33039279 FMV HEARTLAND LONG TERM ACUTE CARE HOSPITAL L 466108 FMV NORTHWEST MEDICAL CENTER ASSOCIATION INC L 1887655 FMV HEARTLAND REGIONAL MEDICAL CENTER M 15272394 FMV NORTHWEST MEDICAL CENTER ASSOCIATION INC M 289418 FMV HEARTLAND LONG TERM ACUTE CARE HOSPITAL M 73750 FMV