2015-11-16T17:40:53-06:00 2014-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2014-01-01 431286484 Heartland Health Care Plan Trust Fund % JOHN P WILSON HEAR 8162716611 5325 FARAON ST JOSEPH MO 64506 John Wilson TRUSTEE 8162716611 2015-11-15 true Michael J Engle P00482834 8162216300 2014 2016-04-25 22:37:26Z JOHN P WILSON 5323 FARAON ST JOSEPH MO 64506 38766836 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 33233155 38666368 78637 100468 0 0 33311792 38766836 0 0 32553406 35887792 0 0 0 0 0 2140025 2757306 34693431 38645098 -1381639 121738 4399401 5455216 0 861968 4399401 4593248 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 false true false false false false false false false false false false false false true false false false false false true 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 JOHN P WILSON 8162716611 5325 FARAON ST JOSEPH MO 64506 CURT KRETZINGER TRUSTEE 1.0 39.0 X 0 697482 78576 JOHN P WILSON TRUSTEE 1.0 39.0 X 0 615593 55886 MICHAEL PULIDO TRUSTEE 1.0 39.0 X 0 398043 87832 DOUGLAS BRANDT TRUSTEE 1.0 39.0 X 0 142678 12262 MOHAN HINDUPUR MD TRUSTEE 1.0 39.0 X 0 950092 25511 EDWARD KAMMERER MD TRUSTEE 1.0 39.0 X 0 505002 33701 WILLIAM F RIPPE MD TRUSTEE 1.0 39.0 X 0 450952 1485 DWAIN STILSON TRUSTEE 1.0 39.0 X 0 127970 18567 REBECCA PRESTON MD TRUSTEE 1.0 39.0 X 0 200204 17641 0 4088016 331461 0 true true false MIDWESTERN HEALTH MANAGEMENT ANALYSIS & LIAISON 260000 AETNA LIFE INSURANCE COMPANY CONTRACT ADMIN 1630435 WELLDYNE CONTRACT ADMIN 133388 NUESYNERGY CONTRACT ADMIN 139346 LOCTON COMPANIES CONSULTING 191250 5 0 EMPLOYER CONTRIBUTION 525100 34193323 34193323 EMPLOYEE CONTRIBUTION 525100 4473045 4473045 38666368 100468 100468 0 0 0 0 0 0 0 0 0 0 38766836 38666368 100468 0 0 0 35887792 0 0 0 0 0 0 0 0 0 0 0 0 2757306 0 0 0 0 0 0 0 0 0 0 0 0 38645098 0 0 1646381 2275158 0 0 7580 5113 0 0 0 0 0 0 0 0 0 0 0 2745440 3174945 0 0 0 0 0 0 0 0 4399401 5455216 0 861968 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 861968 X 0 0 0 0 4399401 4593248 4399401 4593248 4399401 5455216 121738 72109 X false true X true false false false 38838945 72109 72109 38766836 38766836 38645098 38645098 38645098 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. true true false CURT KRETZINGER TRUSTEE 0 478592 0 94710 0 124180 0 70649 0 7927 0 776058 0 101255 JOHN P WILSON TRUSTEE 0 448500 0 82797 0 84296 0 55886 0 0 0 671479 0 62660 MICHAEL PULIDO TRUSTEE 0 309778 0 58800 0 29465 0 64531 0 23301 0 485875 0 15252 DOUGLAS BRANDT TRUSTEE 0 114312 0 0 0 28366 0 5735 0 6527 0 154940 0 27850 REBECCA PRESTON MD TRUSTEE 0 26298 0 0 0 173906 0 5764 0 11877 0 217845 0 0 MOHAN HINDUPUR MD TRUSTEE 0 938454 0 0 0 11638 0 10400 0 15111 0 975603 0 0 EDWARD KAMMERER MD TRUSTEE 0 300148 0 202875 0 1979 0 10400 0 23301 0 538703 0 0 WILLIAM F RIPPE MD TRUSTEE 0 344535 0 99903 0 6514 0 0 0 1485 0 452437 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 4A REBECCA PRESTON, MD $ 167,480 SCHEDULE J, PART I, LINE 4B PAID ACCRUED ----------- ----------- CURT KRETZINGER $ 101,255 $ 60,249 JOHN P WILSON $ 62,660 $ 45,486 MICHAEL PULIDO $ 15,252 $ 53,739 DOUGLAS BRANDT $ 27,850 NONE FORM 990, PART VII, & SCHEDULE J, PART II FOR CURT KRETZINGER, JOHN P. WILSON, MICHAEL PULIDO, DOUGLAS BRANDT AND REBECCA PRESTON, 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. SEE SCHEDULE L PART V TRANSACTIONS WITH INTERESTED PERSONS (A) MIDWESTERN HEALTH MANAGEMENT, INC. (B) JOHN WILSON, CURT KRETZINGER, DWAIN STILSON AND DOUGLAS BRANDT ARE OFFICERS OF MIDWESTERN HEALTH MANAGEMENT, INC. (C) $260,000 (D) CONTRACT ADMINISTRATOR (E) NO FORM 990, PART VI, SECTION A, LINE 2 CURT KRETZINGER, JOHN WILSON, DWAIN STILSON AND DOUGLAS BRANDT 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, DOUGLAS BRANDT, MOHAN HINDUPUR, MD, EDWARD KAMMERER, MD, WILLIAM F. RIPPE, MD, AND REBECCA PRESTON, MD HAVE A BUSINESSS RELATIONSHIP. THEY ARE ALL OFFICERS AND/OR EMPLOYEES OF HEARTLAND REGIONAL MEDICAL CENTER. CURT KRETZINGER, JOHN WILSON, DWAIN STILSON AND DOUGLAS BRANDT HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OF HEARTLAND LONG TERM ACUTE CARE HOSPITAL. JOHN WILSON, DWAIN STILSON AND DOUGLAS BRANDT HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OF HEARTLAND FOUNDATION. 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 JOSEPH MO 64506 431283316 HEALTH CARE MO 501(C)(3) 11A NA false HEARTLAND REGIONAL MEDICAL CENTER 5325 FARAON ST JOSEPH MO 64506 440545289 HEALTH CARE MO 501(C)(3) 3 HH true HEARTLAND FOUNDATION 5325 FARAON ST JOSEPH MO 64506 431262768 COMM BENEFIT MO 501(C)(3) 9 HH true HEARTLAND LONG TERM ACUTE CARE HOSPITAL 5325 FARAON 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 REGIONAL EMERGENCY MEDICAL SERVICES INC 5325 FARAON STREET ST JOSEPH MO 64506 273923442 AMBULANCE MO 501(C)(3) 7 HH true VILLAGE AT BURLINGTON CREEK OFFICE LLC 6300 N REVERE SUITE 225 KANSAS CITY MO 64151 453338381 PROPERTY MGMT MO HRMC NONE 0 0 false 0 MIDWESTERN HEALTH MANAGEMENT INC 5325 FARAON ST JOSEPH MO 64506 431264358 HEALTH SVCS MO HH C CORPORATION true COMMUNITY HEALTH PLAN INSURANCE COMPANY 5325 FARAON ST JOSEPH MO 64506 431210152 INSURANCE MO HH C CORPORATION true HHS PROPERTIES INC 5325 FARAON ST JOSEPH MO 64506 431593799 PROPERTY MGMT MO HH C CORPORATION true UPTOWN HOUSING INC 5325 FARAON ST JOSEPH MO 64506 261416252 REVITALIZATIO MO HH C CORPORATION true UPTOWN ST JOSEPH REDEVELOPMENT 5325 FARAON ST JOSEPH MO 64506 201742813 REDEVELOPMENT MO HH C CORPORATION true SHOAL CREEK FAMILY MEDICINE AND ALLERGY 5325 FARAON ST JOSEPH MO 64506 010754265 HEALTH SVCS MO HH C CORPORATION true false false false false false false false false false false false true true false false false false false false HEARTLAND REGIONAL MEDICAL CENTER L 39676186 FMV HEARTLAND LONG TERM ACUTE CARE HOSPITAL L 172225 FMV HEARTLAND REGIONAL MEDICAL CENTER M 20000000 FMV MIDWESTERN HEALTH MANAGEMENT INC M 260000 FMV