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Plan Name | WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. |
Employer identification number (EIN): | 030341006 |
NAIC Classification: | 621112 |
NAIC Description: | Offices of Physicians, Mental Health Specialists |
Additional information about WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 1963-02-28 |
Company Identification Number: | 45757 |
Legal Registered Office Address: |
885 S BARRE RD BARRE United States of America (USA) 05641 |
More information about WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2012-07-01 | JANICE GUYETTE | JANICE GUYETTE | 2014-01-16 | |
501 | 2011-07-01 | JANICE GUYETTE | JANICE GUYETTE | 2013-04-13 | |
501 | 2009-07-01 | JANICE GUYETTE | JANICE GUYETTE | 2011-02-01 | |
501 | 2009-07-01 | HEATHER LITTLE | |||
501 | 2009-07-01 | HEATHER LITTLE | JANICE GUYETTE | 2011-02-01 | |
501 | 2009-07-01 | HEATHER LITTLE |
Measure | Date | Value |
---|---|---|
2012: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 447 |
Total of all active and inactive participants | 2012-07-01 | 447 |
2011: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 431 |
Total of all active and inactive participants | 2011-07-01 | 431 |
2009: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 436 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 432 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 432 |
Measure | Date | Value |
---|---|---|
2013 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total transfer of assets to this plan | 2013-06-30 | $291,083 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $516,424 |
Total income from all sources (including contributions) | 2013-06-30 | $6,214,340 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $6,584,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $6,243,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $5,563,699 |
Value of total assets at end of year | 2013-06-30 | $0 |
Value of total assets at beginning of year | 2013-06-30 | $595,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $340,255 |
Total interest from all sources | 2013-06-30 | $3,547 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $583,168 |
Other income not declared elsewhere | 2013-06-30 | $647,094 |
Administrative expenses (other) incurred | 2013-06-30 | $6,935 |
Total non interest bearing cash at end of year | 2013-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $595,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $-369,828 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $78,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $3,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $655,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $4,980,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $5,587,958 |
Contract administrator fees | 2013-06-30 | $333,320 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $516,424 |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2013-06-30 | 030302296 |
2012 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $516,424 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $807,506 |
Total income from all sources (including contributions) | 2012-06-30 | $6,490,958 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $6,479,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $6,295,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $5,523,629 |
Value of total assets at end of year | 2012-06-30 | $595,169 |
Value of total assets at beginning of year | 2012-06-30 | $874,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $184,354 |
Total interest from all sources | 2012-06-30 | $9,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $606,964 |
Other income not declared elsewhere | 2012-06-30 | $957,546 |
Administrative expenses (other) incurred | 2012-06-30 | $8,320 |
Total non interest bearing cash at end of year | 2012-06-30 | $595,169 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $874,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $11,478 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $78,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $67,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $9,783 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $561,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $4,916,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $5,733,144 |
Contract administrator fees | 2012-06-30 | $176,034 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $516,424 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $807,506 |
Did the plan have assets held for investment | 2012-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2012-06-30 | 030302296 |
2011 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $807,506 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $428,617 |
Total income from all sources (including contributions) | 2011-06-30 | $5,290,511 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $4,904,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $4,744,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $5,084,114 |
Value of total assets at end of year | 2011-06-30 | $874,773 |
Value of total assets at beginning of year | 2011-06-30 | $488,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $160,065 |
Total interest from all sources | 2011-06-30 | $6,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $586,016 |
Other income not declared elsewhere | 2011-06-30 | $199,768 |
Administrative expenses (other) incurred | 2011-06-30 | $63 |
Total non interest bearing cash at end of year | 2011-06-30 | $874,773 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $488,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $385,998 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $67,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $60,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $6,629 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $535,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $4,498,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $4,208,599 |
Contract administrator fees | 2011-06-30 | $160,002 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $807,506 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $428,617 |
Did the plan have assets held for investment | 2011-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | KITTELL, BRANAGEN & SARGENT |
Accountancy firm EIN | 2011-06-30 | 030302296 |
2012: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2012 form 5500 responses | ||
---|---|---|
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. EMPLOYEE BENEFIT TRUST 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |