401k Plan data: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN plan

HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 401k Plan overview

Plan Name	HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN
Plan identification number	001

HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

HUMAN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HUMAN SERVICES, INC.

Employer identification number (EIN): 231877090

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ADAM BRANDT
001 2016-01-01 ADAM BRANDT
001 2015-01-01 ADAM BRANDT
001 2014-01-01 MARY ROSE WORTHINGTON MARY ROSE WORTHINGTON 2015-10-15
001 2013-01-01
001 2012-01-01 CHERYL W. FLANAGAN 2013-10-03 CHERYL W. FLANAGAN 2013-10-03
001 2011-01-01 CHERYL W. FLANAGAN 2013-06-27 CHERYL W. FLANAGAN 2013-06-27
001 2010-01-01 CHERYL W. FLANAGAN 2011-10-14 CHERYL W. FLANAGAN 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ADAM BRANDT
001	2016-01-01	ADAM BRANDT
001	2015-01-01	ADAM BRANDT
001	2014-01-01	MARY ROSE WORTHINGTON		MARY ROSE WORTHINGTON	2015-10-15
001	2013-01-01
001	2012-01-01	CHERYL W. FLANAGAN	2013-10-03	CHERYL W. FLANAGAN	2013-10-03
001	2011-01-01	CHERYL W. FLANAGAN	2013-06-27	CHERYL W. FLANAGAN	2013-06-27
001	2010-01-01	CHERYL W. FLANAGAN	2011-10-14	CHERYL W. FLANAGAN	2011-10-14

Plan Statistics for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN

401k plan membership statisitcs for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN

Measure Date Value
2017: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 128
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 115
Total of all active and inactive participants 2016-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 243
Number of participants with account balances 2016-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 119
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 100
Total of all active and inactive participants 2015-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 219
Number of participants with account balances 2015-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 119
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 101
Total of all active and inactive participants 2014-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 220
Number of participants with account balances 2014-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 159
Number of retired or separated participants receiving benefits 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 176
Number of participants with account balances 2013-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3

Measure	Date	Value
2017: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	115
Total of all active and inactive participants	2016-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	243
Number of participants with account balances	2016-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	119
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	100
Total of all active and inactive participants	2015-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	219
Number of participants with account balances	2015-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	119
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	101
Total of all active and inactive participants	2014-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	220
Number of participants with account balances	2014-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	159
Number of retired or separated participants receiving benefits	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	176
Number of participants with account balances	2013-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3

Financial Data on HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN

Measure	Date	Value
2017 : HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-02-28	$0
Total income from all sources (including contributions)	2017-02-28	$158,130
Total loss/gain on sale of assets	2017-02-28	$0
Total of all expenses incurred	2017-02-28	$7,364,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-28	$7,366,141
Expenses. Certain deemed distributions of participant loans	2017-02-28	$-3,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-02-28	$5,452
Value of total assets at end of year	2017-02-28	$0
Value of total assets at beginning of year	2017-02-28	$7,206,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-02-28	$2,076
Total interest from all sources	2017-02-28	$25,157
Total dividends received (eg from common stock, registered investment company shares)	2017-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-02-28	$0
Was this plan covered by a fidelity bond	2017-02-28	Yes
Value of fidelity bond cover	2017-02-28	$500,000
If this is an individual account plan, was there a blackout period	2017-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2017-02-28	No
Contributions received from participants	2017-02-28	$5,452
Participant contributions at end of year	2017-02-28	$0
Participant contributions at beginning of year	2017-02-28	$33,660
Participant contributions at end of year	2017-02-28	$0
Participant contributions at beginning of year	2017-02-28	$2,572
Administrative expenses (other) incurred	2017-02-28	$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Value of net income/loss	2017-02-28	$-7,206,098
Value of net assets at end of year (total assets less liabilities)	2017-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-02-28	$7,206,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-28	No
Were any leases to which the plan was party in default or uncollectible	2017-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-28	$2,630,013
Interest on participant loans	2017-02-28	$160
Interest earned on other investments	2017-02-28	$24,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-02-28	$4,539,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-02-28	$127,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-28	No
Was there a failure to transmit to the plan any participant contributions	2017-02-28	No
Has the plan failed to provide any benefit when due under the plan	2017-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-28	$7,366,141
Contract administrator fees	2017-02-28	$2,007
Did the plan have assets held for investment	2017-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2017-02-28	Disclaimer
Accountancy firm name	2017-02-28	RAINER & COMPANY
Accountancy firm EIN	2017-02-28	232183936
2016 : HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$480,079
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$621,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$601,464
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$76,981
Value of total assets at end of year	2016-12-31	$7,206,098
Value of total assets at beginning of year	2016-12-31	$7,347,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,096
Total interest from all sources	2016-12-31	$157,668
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$72,233
Participant contributions at end of year	2016-12-31	$33,660
Participant contributions at beginning of year	2016-12-31	$50,155
Participant contributions at end of year	2016-12-31	$2,572
Participant contributions at beginning of year	2016-12-31	$5,882
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,748
Administrative expenses (other) incurred	2016-12-31	$497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-140,979
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,206,098
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,347,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,630,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,660,877
Interest on participant loans	2016-12-31	$1,644
Interest earned on other investments	2016-12-31	$156,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,539,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,630,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$245,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$601,464
Contract administrator fees	2016-12-31	$10,599
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RAINER & COMPANY
Accountancy firm EIN	2016-12-31	232183936
2015 : HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$170,770
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,171,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,148,694
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$71,454
Value of total assets at end of year	2015-12-31	$7,347,077
Value of total assets at beginning of year	2015-12-31	$8,347,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,685
Total interest from all sources	2015-12-31	$160,083
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$71,454
Participant contributions at end of year	2015-12-31	$50,155
Participant contributions at beginning of year	2015-12-31	$59,340
Participant contributions at end of year	2015-12-31	$5,882
Participant contributions at beginning of year	2015-12-31	$5,396
Administrative expenses (other) incurred	2015-12-31	$1,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,000,827
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,347,077
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,347,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,660,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,454,611
Interest on participant loans	2015-12-31	$2,293
Interest earned on other investments	2015-12-31	$157,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,630,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,828,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-60,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,148,694
Contract administrator fees	2015-12-31	$10,590
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RAINER & COMPANY
Accountancy firm EIN	2015-12-31	232183936
2014 : HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$739,373
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$620,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$564,475
Expenses. Certain deemed distributions of participant loans	2014-12-31	$42,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$365,574
Value of total assets at end of year	2014-12-31	$8,347,904
Value of total assets at beginning of year	2014-12-31	$8,228,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,805
Total interest from all sources	2014-12-31	$161,833
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$108,655
Participant contributions at end of year	2014-12-31	$59,340
Participant contributions at beginning of year	2014-12-31	$117,957
Participant contributions at end of year	2014-12-31	$5,396
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$41,666
Administrative expenses (other) incurred	2014-12-31	$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$119,186
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,347,904
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,228,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,454,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,487,260
Interest on participant loans	2014-12-31	$3,779
Interest earned on other investments	2014-12-31	$158,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,828,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,623,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$211,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$215,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$564,475
Contract administrator fees	2014-12-31	$10,822
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2014-12-31	231909723
2013 : HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,164,452
Total of all expenses incurred	2013-12-31	$1,315,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,188,965
Expenses. Certain deemed distributions of participant loans	2013-12-31	$111,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$179,904
Value of total assets at end of year	2013-12-31	$8,228,718
Value of total assets at beginning of year	2013-12-31	$8,380,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,856
Total interest from all sources	2013-12-31	$165,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$179,904
Participant contributions at end of year	2013-12-31	$117,957
Participant contributions at beginning of year	2013-12-31	$203,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-151,353
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,228,718
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,380,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,487,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,688,850
Interest on participant loans	2013-12-31	$11,012
Interest earned on other investments	2013-12-31	$154,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,623,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,488,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$819,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,188,965
Contract administrator fees	2013-12-31	$14,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2013-12-31	231909723

Form 5500 Responses for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN

2017: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05058

Policy instance

Insurance contract or identification number	05058
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-02-28
Total amount of commissions paid to insurance broker	USD $118
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $94
Insurance broker organization code?	3
Insurance broker name	COLARULO, GINA

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05058

Policy instance

Insurance contract or identification number	05058
Number of Individuals Covered	142
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $804
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $676
Insurance broker organization code?	3
Insurance broker name	SPYCH, EMILY S

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05058

Policy instance

Insurance contract or identification number	05058
Number of Individuals Covered	153
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,516
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,882
Insurance broker organization code?	3
Insurance broker name	SPYCH, EMILY S

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05058

Policy instance

Insurance contract or identification number	05058
Number of Individuals Covered	159
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,454
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,020
Insurance broker organization code?	3
Insurance broker name	THOMAS E MORGAN

Potentially related plans

HUMAN SERVICES, INC. 401(K) PLAN [EIN = 351127422]

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Company Name:	HUMAN SERVICES, INC.
Employer identification number (EIN):	231877090
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)