2013-11-15T09:33:15-06:00 2012-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-01-01 431286484 Heartland Health Care Plan Trust Fund % JOHN P WILSON HEAR 8162716611 5325 FARAON Suite ST JOSEPH MO 64506 JOHN P WILSON 8162716611 2013-11-15 true Michael J Engle 8162216300 2012 2016-02-25 16:41:14Z JOHN P WILSON 5323 FARAON ST JOSEPH MO 64506 34330929 false X N/A X 1978 MO THE PLAN OPERATES TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ALL OF ITS MEMBERS. 5 0 0 0 0 0 0 32319751 34294134 17744 36795 0 0 32337495 34330929 0 0 28505296 30161891 0 0 0 0 0 1701961 2066931 30207257 32228822 2130238 2102107 3773844 5894156 0 0 3773844 5894156 THE PLAN OPERATES TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ALL OF ITS MEMBERS. false false 32288822 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 true 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 5 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 1.0 59.0 X 0 720914 109187 JOHN P WILSON 1.0 59.0 X 0 667480 88988 MICHAEL PULIDO 1.0 59.0 X 0 321862 77647 DOUGLAS BRANDT 1.0 59.0 X 0 264270 77509 REBECCA PRESTON MD 1.0 59.0 X 0 247101 59703 MOHAN HINDUPUR MD 1.0 59.0 X 0 1009527 26331 0 3231154 439365 0 true true false MIDWESTERN HEALTH MANAGEMENT ANALYSIS & LIAISON 312000 AETNA LIFE INSURANCE COMPANY CONTRACT ADMIN 1629120 2 0 EMPLOYER CONTRIBUTION 525100 29812527 29812527 EMPLOYEE CONTRIBUTION 525100 4481607 4481607 34294134 36795 36795 0 0 0 0 0 0 0 0 0 0 34330929 34294134 36795 0 0 0 30161891 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 2066931 32228822 0 0 2839016 5096119 0 0 2473 2473 0 0 0 0 0 0 0 0 0 0 0 932355 795564 0 0 0 0 0 0 0 0 3773844 5894156 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 3773844 5894156 3773844 5894156 3773844 5894156 2102107 18205 X false true X true false false false 0 0 X 34349134 18205 18205 34330929 34330929 32228822 32228822 32228822 UNCERTAIN TAX POSITIONS DISCLOSURE 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 0 544394 0 138570 0 37950 0 100786 0 8401 0 830101 JOHN P WILSON 0 521854 0 124620 0 21006 0 88988 0 0 0 756468 MICHAEL PULIDO 0 257303 0 61680 0 2879 0 56653 0 20994 0 399509 DOUGLAS BRANDT 0 205790 0 35197 0 23283 0 58315 0 19194 0 341779 REBECCA PRESTON MD 0 231502 0 15000 0 599 0 45395 0 14308 0 306804 MOHAN HINDUPUR MD 0 933057 0 55741 0 20729 0 10000 0 16331 0 1035858 METHODS USED TO ESTABLISH COMPENSATION 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 COMMMITTEE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B CURT KRETZINGER $ 90,786 JOHN P WILSON $ 78,988 MICHAEL PULIDO $ 46,464 DOUGLAS BRANDT $ 48,459 REBECCA PRESTON, MD $ 37,532 COMPENSATION PAID BY A RELATED ORGANIZATION 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 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 BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 CURT KRETZINGER, JOHN WILSON, DOUGLAS BRANDT, MICHAEL PULIDO AND REBECCA PRESTON, MD HAVE A BUSINESS RELATIONSHIP. THEY ARE ALL OFFICERS AND/OR DIRECTORS OF HEARTLAND REGIONAL MEDICAL CENTER, HEARTLAND HEATLH, HEARTLAND FOUNDATION, REGIONAL EMERGENCY MEDICAL SERVICES AUTHORITY, LEWIS AND CLARK INFORMATION INTERCHANGE, MIDWESTERN HEALTH MANAGEMENT, INC., HHS PROPERTIES, INC.,OR COMMUNITY HEALTH PLAN INSURANCE COMPANY. APPOINTMENT OF THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION A, LINE 7A HEARTLAND HEALTH, A RELATED TAX EXEMPT ORGANIZATION, HAS THE POWER TO APPOINT TRUSTEES. GOVERNANCE DECISIONS SUBJECT TO APPROVAL FORM 990, PART VI, SECTION A, LINE 7B HEARTLAND HEALTH'S, A RELATED TAX EXEMPT ORGANIZATION, BOARD OF DIRECTORS HAS THE POWER TO TERMINATE THE TRUST. REVIEW PROCESS OF FORM 990 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. CONFLICT OF INTEREST POLICY 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. GOVERNING DOCUMENTS 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) 7 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) 9 HH true REGIONAL EMERGENCY MEDICAL SERVICES 5325 FARAON STREET ST JOESEPH MO 64506 273923442 AMBULANCE MO 501(C)(3) 7 HH true MIDWESTERN HEALTH MANAGEMENT INC 5325 FARAON ST JOSEPH MO 64506 431264358 HEALTH SVCS MO HH C CORPORATION true COMMUNITY HEALTH PLAN 5325 FARAON ST JOSEPH MO 64506 431690582 INSURANCE 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 29298982 FMV HEARTLAND LONG TERM ACUTE CARE HOSPITAL L 513545 FMV HEARTLAND REGIONAL MEDICAL CENTER M 20000000 FMV MIDWESTERN HEALTH MANAGEMENT INC M 312000 FMV