2012-11-14T15:35:39-06:00 2011-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2011-01-01 431286484 Heartland Health Care Plan Trust Fund % JOHN P WILSON HEAR 8162716611 5325 FARAON ST JOSEPH MO 64506 JOHN P WILSON 2012-11-15 true Michael J Engle 8162216300 2011 2016-02-24 21:20:13Z JOHN P WILSON 5323 FARAON ST JOSEPH MO 64506 32337495 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 29003624 32319751 12416 17744 0 0 29016040 32337495 0 0 30461075 28505296 0 0 0 0 0 1753902 1701961 32214977 30207257 -3198937 2130238 1644532 3773844 0 0 1644532 3773844 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 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 false false false true 0 0 0 false false false false false false X 5 0 true false false false false false false true true false false true true true true true true false false false X JOHN P WILSON 8162716611 5325 FARAON ST JOSEPH MO 64506 X CURT KRETZINGER 1.0 X 0 594407 104619 JOHN P WILSON 1.0 X 0 540435 85973 MICHAEL PULIDO 1.0 X 0 304305 75201 DOUGLAS BRANDT 1.0 X 0 274400 74175 PHILIP FRACICA MD 1.0 X 0 111631 6589 MOHAN HINDUPUR MD 1.0 X 0 1041073 24852 0 2866251 371409 0 true true false MIDWESTERN HEALTH MANAGEMENT ANALYSIS & LIAISON 312000 AETNA LIFE INSURANCE COMPANY CONTRACT ADMIN 1280841 2 0 EMPLOYER CONTRIBUTION 525100 27390122 27390122 EMPLOYEE CONTRIBUTION 525100 4929629 4929629 32319751 17744 17744 0 0 0 0 0 0 0 32337495 32319751 17744 0 0 0 28505296 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 1701961 30207257 0 0 1355428 2839016 0 0 1389 2473 0 0 0 0 0 0 0 0 0 0 0 287715 932355 0 0 0 0 0 0 0 0 1644532 3773844 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 1644532 3773844 1644532 3773844 1644532 3773844 X 2130238 -926 X false true true X false false false 0 0 32337495 30207257 2130238 -926 -926 2129312 32336569 -926 -926 32337495 32337495 30207257 30207257 30207257 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 424258 0 132900 0 37249 0 96263 0 8356 0 699026 0 0 JOHN P WILSON 0 399934 0 120101 0 20400 0 85027 0 946 0 626408 0 0 MICHAEL PULIDO 0 241069 0 60500 0 2736 0 54966 0 20235 0 379506 0 0 DOUGLAS BRANDT 0 204874 0 47154 0 22372 0 56140 0 18035 0 348575 0 0 MOHAN HINDUPUR MD 0 949622 0 70253 0 21198 0 9800 0 15052 0 1065925 0 0 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 $ 86,463 JOHN P WILSON $ 75,227 MICHAEL PULIDO $ 44,242 DOUGLAS BRANDT $ 46,152 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 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. 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, AND DOUGLAS BRANDT HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OR DIRECTORS OF MIDWESTERN HEALTH MANAGEMENT, INC., HHS PROPERTIES, INC., COMMUNITY HEALTH PLAN, OR COMMUNITY HEALTH PLAN INSURANCE COMPANY. CURT KRETZINGER, JOHN WILSON, MICHAEL PULIDO, DOUGLAS BRANDT, AND PHILIP FRACICA, MD, HAVE A BUSINESS RELATIONSHIP. THEY ARE ALL OFFICERS AND EMPLOYEES OF HEARTLAND REGIONAL MEDICAL CENTER. 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. NET ASSET RECONCILIATION FORM 990, PART XI, LINE 5 NET UNREALIZED LOSS ON INVESTMENT $(926) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CURT KRETZINGER TITLE:TRUSTEE HOURS:59 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN P WILSON TITLE:TRUSTEE HOURS:59 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL PULIDO TITLE:TRUSTEE HOURS:59 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS BRANDT TITLE:TRUSTEE HOURS:59 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PHILIP FRACICA, MD TITLE:TRUSTEE HOURS:59 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MOHAN HINDUPUR, MD TITLE:TRUSTEE HOURS:59 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 false HEARTLAND FOUNDATION 5325 FARAON ST JOSEPH MO 64506 431262768 COMM BENEFIT MO 501(C)(3) 7 HH false HEARTLAND LONG TERM ACUTE CARE HOSPITAL 5325 FARAON ST JOSEPH MO 64506 261972987 HEALTH CARE MO 501(C)(3) 3 HH false LEWIS AND CLARK INFORMATION EXCHANGE 5325 FARAON STREET ST JOSEPH MO 64506 320290671 MEDICAL DATA MO 501(C)(3) 9 HH false REGIONAL EMERGENCY MEDICAL SERVICES 5325 FARAON STREET ST JOESEPH MO 64506 273923442 AMBULANCE MO 501(C)(3) 7 HH false MIDWESTERN HEALTH MANAGEMENT INC 5325 FARAON ST JOSEPH MO 64506 431264358 HEALTH SVCS MO HH C CORPORATION COMMUNITY HEALTH PLAN 5325 FARAON ST JOSEPH MO 64506 431690582 INSURANCE MO HH C CORPORATION COMMUNITY HEALTH PLAN INSURANCE COMPANY 5325 FARAON ST JOSEPH MO 64506 431210152 INSURANCE MO HH C CORPORATION HHS PROPERTIES INC 5325 FARAON ST JOSEPH MO 64506 431593799 PROPERTY MGMT MO HH C CORPORATION UPTOWN HOUSING INC 5325 FARAON ST JOSEPH MO 64506 261416252 REVITALIZATION MO HH C CORPORATION UPTOWN ST JOSEPH REDEVELOPMENT 5325 FARAON ST JOSEPH MO 64506 201742813 REDEVELOPMENT MO HH C CORPORATION false false false false false false false false false false true true false false false false true true