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EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.
Employer identification number (EIN):222560556
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01MARY BETH BARNES2023-03-22
0012020-07-01MARY BETH BARNES2022-04-13
0012019-07-01MARY BETH BARNES2021-04-14 MARY BETH BARNES2021-04-14
0012018-07-01
0012017-07-01
0012016-07-01GLEN SCHMIDT GLEN SCHMIDT2018-01-26
0012015-07-01GLEN SCHMIDT GLEN SCHMIDT2017-02-01
0012014-07-01GLEN SCHMIDT GLEN SCHMIDT2016-02-01
0012013-07-01GLEN SCHMIDT GLEN SCHMIDT2014-12-26
0012012-07-01GLEN SCHMIDT GLEN SCHMIDT2014-01-29
0012011-07-01GLEN SCHMIDT GLEN SCHMIDT2013-01-23
0012009-07-01GLEN SCHMIDT GLEN SCHMIDT2010-12-23

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

Measure Date Value
2021: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01247
Total number of active participants reported on line 7a of the Form 55002021-07-0192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01124
Total of all active and inactive participants2021-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01217
Number of participants with account balances2021-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0122
2020: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01241
Total number of active participants reported on line 7a of the Form 55002020-07-01109
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01117
Total of all active and inactive participants2020-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01227
Number of participants with account balances2020-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0117
2019: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01242
Total number of active participants reported on line 7a of the Form 55002019-07-01116
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01225
Total of all active and inactive participants2019-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01341
Number of participants with account balances2019-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01242
Total number of active participants reported on line 7a of the Form 55002018-07-01135
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01107
Total of all active and inactive participants2018-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01242
Number of participants with account balances2018-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01245
Total number of active participants reported on line 7a of the Form 55002017-07-01119
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01106
Total of all active and inactive participants2017-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01225
Number of participants with account balances2017-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01233
Total number of active participants reported on line 7a of the Form 55002016-07-01131
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01105
Total of all active and inactive participants2016-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01236
Number of participants with account balances2016-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2015: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01228
Total number of active participants reported on line 7a of the Form 55002015-07-01127
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0188
Total of all active and inactive participants2015-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01215
Number of participants with account balances2015-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0113
2014: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01218
Total number of active participants reported on line 7a of the Form 55002014-07-01133
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0183
Total of all active and inactive participants2014-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01216
Number of participants with account balances2014-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0115
2013: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01205
Total number of active participants reported on line 7a of the Form 55002013-07-01140
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0169
Total of all active and inactive participants2013-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01210
Number of participants with account balances2013-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01205
Total number of active participants reported on line 7a of the Form 55002012-07-01126
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0171
Total of all active and inactive participants2012-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01197
Number of participants with account balances2012-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01189
Total number of active participants reported on line 7a of the Form 55002011-07-01124
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01191
Number of participants with account balances2011-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-019
2009: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01168
Total number of active participants reported on line 7a of the Form 55002009-07-01116
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0150
Total of all active and inactive participants2009-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01166
Number of participants with account balances2009-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-9,771
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$509,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$439,265
Expenses. Certain deemed distributions of participant loans2022-06-30$69,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$234,393
Value of total assets at end of year2022-06-30$3,924,378
Value of total assets at beginning of year2022-06-30$4,443,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$48,176
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$134,783
Participant contributions at beginning of year2022-06-30$176,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$23,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$14,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$5,894
Other income not declared elsewhere2022-06-30$-5,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-518,978
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,924,378
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,443,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,754,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,168,450
Interest on participant loans2022-06-30$4,336
Interest earned on other investments2022-06-30$43,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,785,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,797,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-286,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$234,393
Employer contributions (assets) at end of year2022-06-30$234,393
Employer contributions (assets) at beginning of year2022-06-30$294,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$415,302
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HOLMAN FRENIA ALLISON, PC
Accountancy firm EIN2022-06-30223480145
2021 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$898,166
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$213,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$213,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$294,789
Value of total assets at end of year2021-06-30$4,443,356
Value of total assets at beginning of year2021-06-30$3,758,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$51,283
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$294,789
Amount contributed by the employer to the plan for this plan year2021-06-30$294,789
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$176,710
Participant contributions at beginning of year2021-06-30$162,955
Other income not declared elsewhere2021-06-30$7,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$684,805
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,443,356
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,758,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,168,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,547,622
Interest on participant loans2021-06-30$7,140
Interest earned on other investments2021-06-30$44,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$5,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$6,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$6,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,797,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,746,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$544,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$294,789
Employer contributions (assets) at end of year2021-06-30$294,789
Employer contributions (assets) at beginning of year2021-06-30$295,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$213,361
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MAHER DUESSEL, CPA'S
Accountancy firm EIN2021-06-30251622758
2020 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$327,848
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$121,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$116,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$297,734
Value of total assets at end of year2020-06-30$3,761,219
Value of total assets at beginning of year2020-06-30$3,554,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$4,371
Total interest from all sources2020-06-30$50,635
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$162,955
Participant contributions at beginning of year2020-06-30$156,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$206,561
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,761,219
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,554,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$4,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,547,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,436,628
Interest on participant loans2020-06-30$7,265
Interest earned on other investments2020-06-30$43,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$6,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$8,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$8,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,746,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,663,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-20,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$297,734
Employer contributions (assets) at end of year2020-06-30$297,735
Employer contributions (assets) at beginning of year2020-06-30$289,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$116,916
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAHER DUESSEL, CPA'S
Accountancy firm EIN2020-06-30251622758
2019 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$378,451
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$362,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$357,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$289,573
Value of total assets at end of year2019-06-30$3,554,658
Value of total assets at beginning of year2019-06-30$3,538,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,234
Total interest from all sources2019-06-30$49,165
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$289,573
Amount contributed by the employer to the plan for this plan year2019-06-30$289,573
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$156,719
Participant contributions at beginning of year2019-06-30$155,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$15,682
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,554,658
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,538,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$5,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,436,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,523,436
Interest on participant loans2019-06-30$6,962
Interest earned on other investments2019-06-30$42,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$8,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,663,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,611,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$39,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$289,573
Employer contributions (assets) at end of year2019-06-30$289,573
Employer contributions (assets) at beginning of year2019-06-30$242,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$357,535
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2019-06-30223480145
2018 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$408,179
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$458,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$453,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$242,567
Value of total assets at end of year2018-06-30$3,538,976
Value of total assets at beginning of year2018-06-30$3,588,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,781
Total interest from all sources2018-06-30$50,409
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$242,567
Amount contributed by the employer to the plan for this plan year2018-06-30$242,567
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$155,091
Participant contributions at beginning of year2018-06-30$153,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-50,012
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,538,976
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,588,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$4,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,523,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,360,382
Interest on participant loans2018-06-30$7,013
Interest earned on other investments2018-06-30$43,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,611,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,776,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$115,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$242,567
Employer contributions (assets) at end of year2018-06-30$242,567
Employer contributions (assets) at beginning of year2018-06-30$297,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$453,410
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2018-06-30223480145
2017 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$518,522
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$467,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$463,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$296,526
Value of total assets at end of year2017-06-30$3,588,988
Value of total assets at beginning of year2017-06-30$3,538,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,031
Total interest from all sources2017-06-30$52,669
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$800,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$153,782
Participant contributions at beginning of year2017-06-30$151,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$50,527
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,588,988
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,538,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$4,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,360,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,326,469
Interest on participant loans2017-06-30$6,637
Interest earned on other investments2017-06-30$45,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$11,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$11,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,776,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,771,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$169,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$296,526
Employer contributions (assets) at end of year2017-06-30$297,379
Employer contributions (assets) at beginning of year2017-06-30$277,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$463,964
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2017-06-30223480145
2016 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$319,473
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$275,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$271,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$277,763
Value of total assets at end of year2016-06-30$3,538,461
Value of total assets at beginning of year2016-06-30$3,494,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,555
Total interest from all sources2016-06-30$53,643
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$800,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$277,763
Amount contributed by the employer to the plan for this plan year2016-06-30$277,763
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$151,435
Participant contributions at beginning of year2016-06-30$177,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$44,080
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,538,461
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,494,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$3,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,326,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,304,812
Interest on participant loans2016-06-30$6,832
Interest earned on other investments2016-06-30$46,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$11,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$4,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$4,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,771,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,708,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-11,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$277,763
Employer contributions (assets) at end of year2016-06-30$277,763
Employer contributions (assets) at beginning of year2016-06-30$299,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$271,838
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2016-06-30223480145
2015 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$372,972
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$193,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$189,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$299,280
Value of total assets at end of year2015-06-30$3,494,381
Value of total assets at beginning of year2015-06-30$3,314,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,357
Total interest from all sources2015-06-30$51,554
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$299,280
Amount contributed by the employer to the plan for this plan year2015-06-30$299,280
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$177,461
Participant contributions at beginning of year2015-06-30$159,737
Administrative expenses (other) incurred2015-06-30$3,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$179,765
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,494,381
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,314,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,304,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,211,628
Interest on participant loans2015-06-30$6,915
Interest earned on other investments2015-06-30$44,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$4,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$6,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$6,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,708,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,634,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$22,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$299,280
Employer contributions (assets) at end of year2015-06-30$299,280
Employer contributions (assets) at beginning of year2015-06-30$302,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$189,850
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2015-06-30223480145
2014 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$557,983
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$151,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$148,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$326,529
Value of total assets at end of year2014-06-30$3,314,616
Value of total assets at beginning of year2014-06-30$2,907,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,254
Total interest from all sources2014-06-30$50,140
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$304,676
Amount contributed by the employer to the plan for this plan year2014-06-30$304,676
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$159,737
Participant contributions at beginning of year2014-06-30$135,054
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$21,853
Administrative expenses (other) incurred2014-06-30$3,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$406,619
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,314,616
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,907,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,211,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$960,903
Interest on participant loans2014-06-30$5,858
Interest earned on other investments2014-06-30$44,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$6,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,634,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,557,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$181,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$304,676
Employer contributions (assets) at end of year2014-06-30$302,844
Employer contributions (assets) at beginning of year2014-06-30$254,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$148,110
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2014-06-30223480145
2013 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
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$0
Total income from all sources (including contributions)2013-06-30$422,566
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$117,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$115,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$254,979
Value of total assets at end of year2013-06-30$2,907,997
Value of total assets at beginning of year2013-06-30$2,603,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,636
Total interest from all sources2013-06-30$47,157
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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$254,979
Amount contributed by the employer to the plan for this plan year2013-06-30$254,979
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$135,054
Participant contributions at beginning of year2013-06-30$121,536
Administrative expenses (other) incurred2013-06-30$2,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$304,693
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,907,997
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,603,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$900,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$722,866
Interest on participant loans2013-06-30$5,518
Interest earned on other investments2013-06-30$41,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$59,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$50,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$50,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,557,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,426,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$120,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$254,979
Employer contributions (assets) at end of year2013-06-30$254,979
Employer contributions (assets) at beginning of year2013-06-30$282,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$115,237
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN2013-06-30223480145
2012 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$317,948
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$156,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$153,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$282,748
Value of total assets at end of year2012-06-30$2,603,304
Value of total assets at beginning of year2012-06-30$2,441,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,399
Total interest from all sources2012-06-30$46,758
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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$282,748
Amount contributed by the employer to the plan for this plan year2012-06-30$282,748
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$121,536
Participant contributions at beginning of year2012-06-30$139,170
Administrative expenses (other) incurred2012-06-30$2,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$161,856
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,603,304
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,441,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$722,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$677,420
Interest on participant loans2012-06-30$5,929
Interest earned on other investments2012-06-30$40,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$50,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$51,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$51,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,426,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,320,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-11,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$282,748
Employer contributions (assets) at end of year2012-06-30$282,748
Employer contributions (assets) at beginning of year2012-06-30$253,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$153,693
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HOLMAN & FRENIA
Accountancy firm EIN2012-06-30223480145
2011 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$458,505
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$149,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$147,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$257,109
Value of total assets at end of year2011-06-30$2,441,448
Value of total assets at beginning of year2011-06-30$2,132,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,161
Total interest from all sources2011-06-30$45,668
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 year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$253,109
Amount contributed by the employer to the plan for this plan year2011-06-30$253,109
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$139,170
Participant contributions at beginning of year2011-06-30$110,317
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$4,000
Administrative expenses (other) incurred2011-06-30$2,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$308,858
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,441,448
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,132,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$677,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$554,973
Interest on participant loans2011-06-30$5,684
Interest earned on other investments2011-06-30$39,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$51,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,320,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,217,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$155,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$253,109
Employer contributions (assets) at end of year2011-06-30$253,109
Employer contributions (assets) at beginning of year2011-06-30$250,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$147,486
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HOLMAN & FRENIA
Accountancy firm EIN2011-06-30223480145
2010 : EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$250,088
Amount contributed by the employer to the plan for this plan year2010-06-30$250,088

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

2021: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEES' RETIREMENT PLAN OF SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered219
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,112
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered228
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $8,332
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,756
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered224
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $8,065
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,348
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered207
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,459
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered209
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,501
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered193
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,837
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,128
Insurance broker organization code?3
Insurance broker nameTHOMAS E. MORGAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered197
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,348
Insurance broker organization code?3
Insurance broker nameTHOMAS E. MORGAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered182
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,561
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,032
Insurance broker organization code?3
Insurance broker nameTHOMAS E. MORGAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered178
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,197
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,832
Insurance broker organization code?3
Insurance broker nameTHOMAS E. MORGAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered167
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,707
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40038
Policy instance 1
Insurance contract or identification number40038
Number of Individuals Covered155
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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