2014-11-17T16:58:37-06:00 2013-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2013-01-01 431286484 Heartland Health Care Plan Trust Fund % JOHN P WILSON HEAR 8162716611 5325 FARAON Suite ST JOSEPH MO 64506 John Wilson TRUSTEE 8162716611 2014-11-15 true Michael J Engle P00482834 8162716611 2013 2015-11-30 17:44:51Z JOHN P WILSON 5323 FARAON ST JOSEPH MO 64506 33311792 false X N/A X 1978 MO THE PLAN OPERATES TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ALL OF ITS MEMBERS. 4 0 0 0 0 0 0 34294134 33233155 36795 78637 0 0 34330929 33311792 0 0 30161891 32553406 0 0 0 0 0 2066931 2140025 32228822 34693431 2102107 -1381639 5894156 4399401 0 0 5894156 4399401 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 4 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 59.0 X 0 606182 77850 JOHN P WILSON TRUSTEE 1.0 59.0 X 0 556202 53615 MICHAEL PULIDO TRUSTEE 1.0 59.0 X 0 354074 86883 DOUGLAS BRANDT TRUSTEE 1.0 59.0 X 0 283005 33116 REBECCA PRESTON MD TRUSTEE 0.0 0.0 X 0 352394 33667 MOHAN HINDUPUR MD TRUSTEE 0.0 60.0 X 0 965168 27320 0 3117025 312451 0 true true false MIDWESTERN HEALTH MANAGEMENT ANALYSIS & LIAISON 312000 AETNA LIFE INSURANCE COMPANY CONTRACT ADMIN 1626059 WELLDYNE CONTRACT ADMIN 100426 3 0 EMPLOYER CONTRIBUTION 525100 28519226 28519226 EMPLOYEE CONTRIBUTION 525100 4713929 4713929 33233155 78637 78637 0 0 0 0 0 0 0 0 0 0 33311792 33233155 78637 0 0 0 32553406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 2140025 34693431 0 0 0 0 5096119 1646381 0 0 2473 7580 0 0 0 0 0 0 0 0 0 0 0 795564 2745440 0 0 0 0 0 0 0 0 5894156 4399401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 5894156 4399401 5894156 4399401 5894156 4399401 -1381639 -113116 X false true X true false false false 33198676 -113116 -113116 33311792 33311792 34693431 34693431 34693431 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 431425 0 135078 0 39679 0 67580 0 10270 0 684032 JOHN P WILSON TRUSTEE 0 412989 0 122778 0 20435 0 53615 0 0 0 609817 MICHAEL PULIDO TRUSTEE 0 277066 0 69328 0 7680 0 61841 0 25042 0 440957 DOUGLAS BRANDT TRUSTEE 0 212304 0 46200 0 24501 0 10249 0 22867 0 316121 REBECCA PRESTON MD TRUSTEE 0 297970 0 46628 0 7796 0 12048 0 21619 0 386061 MOHAN HINDUPUR MD TRUSTEE 0 934444 0 7033 0 23691 0 10200 0 17120 0 992488 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 CURT KRETZINGER $ 57,380 JOHN P WILSON $ 43,415 MICHAEL PULIDO $ 51,180 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 SCHEDULE L, PART IV (A) MIDWESTERN HEALTH MANAGEMENT, INC. (B) JOHN WILSON, CURT KRETZINGER, DOUGLAS BRANDT ARE OFFICERS OF MIDWESTERN HEALTH MANAGEMENT, INC. (C) $312,000 (D) CONTRACT ADMINISTRATOR (E) NO FORM 990, PART VI, SECTION A, LINE 2 CURT KRETZINGER, JOHN WILSON, 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, DOUGLAS BRANDT, REBECCA PRESTON, MD, HAVE A BUSINESSS RELATIONSHIP. THEY ARE ALL OFFICERS AND EMPLOYEES OF HEARTLAND REGIONAL MEDICAL CENTER. CURT KRETZINGER, JOHN WILSON AND DOUGLAS BRANDT HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OF HEARTLAND LONG TERM ACUTE CARE HOSPITAL AND REGIONAL EMERGENCY MEDICAL SERVICES AUTHORITY. JOHN WILSON 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 ALL TRUSTEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH IS COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. EACH TRUSTEE IS ASKED TO DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER PERSONAL, INDIVIDUAL OR BUSINESS, WHICH MAY EXIST OR APPEAR TO EXIST. A DUALITY OF INTEREST BECOMES A CONFLICT OF INTEREST ONLY IF THE DISINTERESTED TRUSTEES DECIDE THAT A CONFLICT OF INTEREST EXISTS BECAUSE THE DUALITY OF INTEREST IS SO SUBSTANTIAL THAT IT COULD COMPROMISE OBJECTIVE DECISION-MAKING OR COULD OTHERWISE BE DETRIMENTAL TO THE EXEMPT STATUS OR FINANCIAL WELL-BEING OF THE PLAN. 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 LEWIS AND CLARK INFORMATION EXCHANGE 5325 FARAON STREET ST JOSEPH MO 64506 320290671 MEDICAL DATA MO 501(C)(3) 7 HH true REGIONAL EMERGENCY MEDICAL SERVICES 5325 FARAON STREET ST JOESEPH 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 0.00000 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 REVITALIZATION 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 32934946 FMV HEARTLAND LONG TERM ACUTE CARE HOSPITAL L 396995 FMV HEARTLAND REGIONAL MEDICAL CENTER M 20000000 FMV MIDWESTERN HEALTH MANAGEMENT INC M 312000 FMV