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GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameGREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN
Plan identification number 002

GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE
Employer identification number (EIN):251320550
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD MELTZER
0022016-01-01RICHARD MELTZER
0022015-01-01RICHARD MELTZER
0022014-01-01RICHARD MELTZER
0022013-01-01RICHARD MELTZER
0022012-01-01RICHARD MELTZER
0022011-01-01RICHARD MELTZER
0022009-01-01RICHARD MELTZER RICHARD MELTZER2010-10-14

Plan Statistics for GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

401k plan membership statisitcs for GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

Measure Date Value
2022: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01398
Number of participants with account balances2022-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01226
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01407
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01404
Total number of active participants reported on line 7a of the Form 55002020-01-01221
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01182
Total of all active and inactive participants2020-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01403
Number of participants with account balances2020-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of other retired or separated participants entitled to future benefits2019-01-01180
Total of all active and inactive participants2019-01-01404
Total participants2019-01-01404
Number of participants with account balances2019-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01395
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-01405
Total participants2018-01-01405
Number of participants with account balances2018-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01374
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01176
Total of all active and inactive participants2017-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01395
Number of participants with account balances2017-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01348
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01374
Number of participants with account balances2016-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01347
Number of participants with account balances2015-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01312
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01157
Total of all active and inactive participants2014-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01334
Number of participants with account balances2014-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01303
Total number of active participants reported on line 7a of the Form 55002013-01-01158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01154
Total of all active and inactive participants2013-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01312
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01303
Number of participants with account balances2012-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01301
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01148
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01315
Number of participants with account balances2011-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01270
Number of participants with account balances2009-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

Measure Date Value
2022 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$158,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$761,519
Total income from all sources (including contributions)2022-12-31$-1,402,013
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,014,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$985,681
Expenses. Certain deemed distributions of participant loans2022-12-31$11,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,131,610
Value of total assets at end of year2022-12-31$11,735,421
Value of total assets at beginning of year2022-12-31$14,754,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,257
Total interest from all sources2022-12-31$2,385
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$610,111
Participant contributions at end of year2022-12-31$53,372
Participant contributions at beginning of year2022-12-31$56,458
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$24,380
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$158,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$761,519
Total non interest bearing cash at end of year2022-12-31$157,649
Total non interest bearing cash at beginning of year2022-12-31$735,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,416,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,576,523
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,992,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,046,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,486,134
Value of interest in pooled separate accounts at end of year2022-12-31$28,077
Value of interest in pooled separate accounts at beginning of year2022-12-31$36,338
Interest on participant loans2022-12-31$2,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$965,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$883,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$883,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,527,747
Net investment gain/loss from pooled separate accounts2022-12-31$-8,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$484,301
Employer contributions (assets) at end of year2022-12-31$484,301
Employer contributions (assets) at beginning of year2022-12-31$531,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$985,681
Contract administrator fees2022-12-31$17,257
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2022-12-31251637458
2021 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$761,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,406
Total income from all sources (including contributions)2021-12-31$3,033,159
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,057,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,038,209
Expenses. Certain deemed distributions of participant loans2021-12-31$3,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,351,861
Value of total assets at end of year2021-12-31$14,754,320
Value of total assets at beginning of year2021-12-31$12,137,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,008
Total interest from all sources2021-12-31$2,385
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$624,233
Participant contributions at end of year2021-12-31$56,458
Participant contributions at beginning of year2021-12-31$53,766
Participant contributions at end of year2021-12-31$24,380
Participant contributions at beginning of year2021-12-31$18,437
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$196,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$761,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$120,406
Total non interest bearing cash at end of year2021-12-31$735,925
Total non interest bearing cash at beginning of year2021-12-31$120,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,975,919
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,992,801
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,016,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,486,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,363,414
Value of interest in pooled separate accounts at end of year2021-12-31$36,338
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,979
Interest on participant loans2021-12-31$2,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$883,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,673,554
Net investment gain/loss from pooled separate accounts2021-12-31$5,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$531,180
Employer contributions (assets) at end of year2021-12-31$531,180
Employer contributions (assets) at beginning of year2021-12-31$550,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,038,209
Contract administrator fees2021-12-31$16,008
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LOUIS PLUNG & COMPANY, LLP
Accountancy firm EIN2021-12-31251637458
2020 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$112,155
Total income from all sources (including contributions)2020-12-31$3,049,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,147,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,130,850
Expenses. Certain deemed distributions of participant loans2020-12-31$1,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,343,961
Value of total assets at end of year2020-12-31$12,137,288
Value of total assets at beginning of year2020-12-31$10,227,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,895
Total interest from all sources2020-12-31$2,954
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$605,554
Participant contributions at end of year2020-12-31$53,766
Participant contributions at beginning of year2020-12-31$54,402
Participant contributions at end of year2020-12-31$18,437
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$187,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$120,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$112,155
Total non interest bearing cash at end of year2020-12-31$120,406
Total non interest bearing cash at beginning of year2020-12-31$112,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,901,779
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,016,882
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,115,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,363,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,566,097
Value of interest in pooled separate accounts at end of year2020-12-31$30,979
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,677
Income. Interest from loans (other than to participants)2020-12-31$2,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,697,611
Net investment gain/loss from pooled separate accounts2020-12-31$5,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$550,492
Employer contributions (assets) at end of year2020-12-31$550,285
Employer contributions (assets) at beginning of year2020-12-31$468,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,130,850
Contract administrator fees2020-12-31$15,895
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2020-12-31251637458
2019 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$112,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$112,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,506
Total income from all sources (including contributions)2019-12-31$2,906,460
Total income from all sources (including contributions)2019-12-31$2,906,460
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,071,715
Total of all expenses incurred2019-12-31$1,071,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,059,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,059,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,001,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,001,177
Value of total assets at end of year2019-12-31$10,227,258
Value of total assets at end of year2019-12-31$10,227,258
Value of total assets at beginning of year2019-12-31$8,384,864
Value of total assets at beginning of year2019-12-31$8,384,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,622
Total interest from all sources2019-12-31$3,317
Total interest from all sources2019-12-31$3,317
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$508,374
Contributions received from participants2019-12-31$508,374
Participant contributions at end of year2019-12-31$54,402
Participant contributions at end of year2019-12-31$54,402
Participant contributions at beginning of year2019-12-31$66,496
Participant contributions at beginning of year2019-12-31$66,496
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,946
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$112,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$112,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$103,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$103,973
Total non interest bearing cash at end of year2019-12-31$112,155
Total non interest bearing cash at end of year2019-12-31$112,155
Total non interest bearing cash at beginning of year2019-12-31$104,538
Total non interest bearing cash at beginning of year2019-12-31$104,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,834,745
Value of net income/loss2019-12-31$1,834,745
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,115,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,115,103
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,280,358
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,280,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$747
Investment advisory and management fees2019-12-31$747
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,566,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,566,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,720,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,720,825
Value of interest in pooled separate accounts at end of year2019-12-31$25,677
Value of interest in pooled separate accounts at end of year2019-12-31$25,677
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,120
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,120
Interest on participant loans2019-12-31$3,301
Interest on participant loans2019-12-31$3,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$67
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,896,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,896,406
Net investment gain/loss from pooled separate accounts2019-12-31$5,558
Net investment gain/loss from pooled separate accounts2019-12-31$5,558
Net investment gain or loss from common/collective trusts2019-12-31$2
Net investment gain or loss from common/collective trusts2019-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$468,857
Contributions received in cash from employer2019-12-31$468,857
Employer contributions (assets) at end of year2019-12-31$468,857
Employer contributions (assets) at end of year2019-12-31$468,857
Employer contributions (assets) at beginning of year2019-12-31$472,651
Employer contributions (assets) at beginning of year2019-12-31$472,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,059,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,059,093
Contract administrator fees2019-12-31$11,875
Contract administrator fees2019-12-31$11,875
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$533
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$533
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LOUIS PLUNG & COMPANY
Accountancy firm name2019-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2019-12-31251637458
Accountancy firm EIN2019-12-31251637458
2018 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$104,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$81,222
Total income from all sources (including contributions)2018-12-31$634,584
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$597,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$584,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,042,749
Value of total assets at end of year2018-12-31$8,384,864
Value of total assets at beginning of year2018-12-31$8,324,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,422
Total interest from all sources2018-12-31$3,333
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$519,900
Participant contributions at end of year2018-12-31$66,496
Participant contributions at beginning of year2018-12-31$61,588
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$103,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$81,222
Total non interest bearing cash at end of year2018-12-31$104,538
Total non interest bearing cash at beginning of year2018-12-31$81,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$36,989
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,280,358
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,243,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,720,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,772,237
Value of interest in pooled separate accounts at end of year2018-12-31$20,120
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,990
Interest on participant loans2018-12-31$3,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$67
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-409,629
Net investment gain/loss from pooled separate accounts2018-12-31$-1,870
Net investment gain or loss from common/collective trusts2018-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$472,651
Employer contributions (assets) at end of year2018-12-31$472,651
Employer contributions (assets) at beginning of year2018-12-31$387,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$584,173
Contract administrator fees2018-12-31$10,679
Liabilities. Value of benefit claims payable at end of year2018-12-31$533
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2018-12-31251637458
2017 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$101,947
Total income from all sources (including contributions)2017-12-31$2,180,716
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$586,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$573,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$993,878
Value of total assets at end of year2017-12-31$8,324,591
Value of total assets at beginning of year2017-12-31$6,751,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,079
Total interest from all sources2017-12-31$2,862
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$428,656
Participant contributions at end of year2017-12-31$61,588
Participant contributions at beginning of year2017-12-31$36,681
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$81,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$101,947
Total non interest bearing cash at end of year2017-12-31$81,222
Total non interest bearing cash at beginning of year2017-12-31$101,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,593,831
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,243,369
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,649,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,772,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,231,003
Value of interest in pooled separate accounts at end of year2017-12-31$21,990
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,635
Interest on participant loans2017-12-31$2,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$66
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,183,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$388,200
Employer contributions (assets) at end of year2017-12-31$387,480
Employer contributions (assets) at beginning of year2017-12-31$363,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$573,806
Contract administrator fees2017-12-31$13,079
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2017-12-31251637458
2016 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$101,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$94,670
Total income from all sources (including contributions)2016-12-31$1,219,249
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$372,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$343,715
Value of total corrective distributions2016-12-31$850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$784,360
Value of total assets at end of year2016-12-31$6,751,485
Value of total assets at beginning of year2016-12-31$5,897,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,230
Total interest from all sources2016-12-31$1,343
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$383,615
Participant contributions at end of year2016-12-31$36,681
Participant contributions at beginning of year2016-12-31$27,562
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$101,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$94,670
Total non interest bearing cash at end of year2016-12-31$101,097
Total non interest bearing cash at beginning of year2016-12-31$93,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$846,454
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,649,538
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,803,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,231,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,391,254
Value of interest in pooled separate accounts at end of year2016-12-31$18,635
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,322
Interest on participant loans2016-12-31$1,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$433,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$325,620
Employer contributions (assets) at end of year2016-12-31$363,996
Employer contributions (assets) at beginning of year2016-12-31$326,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$343,715
Contract administrator fees2016-12-31$28,230
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2016-12-31251637458
2015 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$94,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$60,049
Total income from all sources (including contributions)2015-12-31$795,331
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$584,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$563,652
Expenses. Certain deemed distributions of participant loans2015-12-31$9,219
Value of total corrective distributions2015-12-31$740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$787,886
Value of total assets at end of year2015-12-31$5,897,754
Value of total assets at beginning of year2015-12-31$5,652,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,250
Total interest from all sources2015-12-31$1,662
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$354,497
Participant contributions at end of year2015-12-31$27,562
Participant contributions at beginning of year2015-12-31$25,729
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13,250
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$107,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$94,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$60,049
Total non interest bearing cash at end of year2015-12-31$93,930
Total non interest bearing cash at beginning of year2015-12-31$46,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$210,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,803,084
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,592,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,391,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,177,944
Value of interest in pooled separate accounts at end of year2015-12-31$17,322
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,500
Interest on participant loans2015-12-31$1,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$51,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$5,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$326,301
Employer contributions (assets) at end of year2015-12-31$326,301
Employer contributions (assets) at beginning of year2015-12-31$304,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$563,652
Contract administrator fees2015-12-31$11,250
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2015-12-31251637458
2014 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$60,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,703
Total income from all sources (including contributions)2014-12-31$1,029,857
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$376,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$365,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$743,910
Value of total assets at end of year2014-12-31$5,652,663
Value of total assets at beginning of year2014-12-31$4,973,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,529
Total interest from all sources2014-12-31$636
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,882
Participant contributions at end of year2014-12-31$25,729
Participant contributions at beginning of year2014-12-31$27,764
Participant contributions at end of year2014-12-31$13,250
Participant contributions at beginning of year2014-12-31$12,636
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$98,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$60,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$34,703
Total non interest bearing cash at end of year2014-12-31$46,523
Total non interest bearing cash at beginning of year2014-12-31$21,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$653,387
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,592,614
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,939,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,177,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,445,061
Value of interest in pooled separate accounts at end of year2014-12-31$20,500
Value of interest in pooled separate accounts at beginning of year2014-12-31$27,483
Interest on participant loans2014-12-31$636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$51,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$120,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$285,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$304,140
Employer contributions (assets) at end of year2014-12-31$304,140
Employer contributions (assets) at beginning of year2014-12-31$295,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$365,941
Contract administrator fees2014-12-31$10,529
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2014-12-31251637458
2013 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,431,195
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$239,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$229,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$619,105
Value of total assets at end of year2013-12-31$4,973,930
Value of total assets at beginning of year2013-12-31$3,747,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,884
Total interest from all sources2013-12-31$1,188
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$321,527
Participant contributions at end of year2013-12-31$27,764
Participant contributions at beginning of year2013-12-31$29,408
Participant contributions at end of year2013-12-31$12,636
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$34,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$21,819
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,191,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,939,227
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,747,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,445,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,190,055
Value of interest in pooled separate accounts at end of year2013-12-31$27,483
Value of interest in pooled separate accounts at beginning of year2013-12-31$31,433
Interest on participant loans2013-12-31$1,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$120,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$209,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$810,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$295,471
Employer contributions (assets) at end of year2013-12-31$295,301
Employer contributions (assets) at beginning of year2013-12-31$276,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$229,763
Contract administrator fees2013-12-31$9,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2013-12-31251637458
2012 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$912,585
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$256,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$255,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$535,529
Value of total assets at end of year2012-12-31$3,747,679
Value of total assets at beginning of year2012-12-31$3,092,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,150
Total interest from all sources2012-12-31$3,904
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$103,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$103,616
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$261,247
Participant contributions at end of year2012-12-31$29,408
Participant contributions at beginning of year2012-12-31$32,835
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$655,658
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,747,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,092,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,190,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$31,433
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,334,939
Interest on participant loans2012-12-31$3,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$209,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$471,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$269,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$274,282
Employer contributions (assets) at end of year2012-12-31$276,114
Employer contributions (assets) at beginning of year2012-12-31$252,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$255,777
Contract administrator fees2012-12-31$1,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2012-12-31251637458
2011 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$422,464
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$203,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$203,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$487,721
Value of total assets at end of year2011-12-31$3,092,021
Value of total assets at beginning of year2011-12-31$2,872,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$105
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$225,882
Participant contributions at end of year2011-12-31$32,835
Participant contributions at beginning of year2011-12-31$23,284
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$16,888
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$219,462
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,092,021
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,872,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,334,939
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,159,151
Interest on participant loans2011-12-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$471,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$461,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$252,353
Employer contributions (assets) at end of year2011-12-31$252,353
Employer contributions (assets) at beginning of year2011-12-31$211,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$203,002
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2011-12-31251637458
2010 : GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$667,693
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$150,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$150,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$404,802
Value of total assets at end of year2010-12-31$2,872,559
Value of total assets at beginning of year2010-12-31$2,354,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$230
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$187,312
Participant contributions at end of year2010-12-31$23,284
Participant contributions at beginning of year2010-12-31$23,396
Participant contributions at end of year2010-12-31$16,888
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,562
Other income not declared elsewhere2010-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$517,684
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,872,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,354,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,159,151
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,727,824
Interest on participant loans2010-12-31$230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$461,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$412,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$262,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$211,928
Employer contributions (assets) at end of year2010-12-31$211,928
Employer contributions (assets) at beginning of year2010-12-31$190,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$150,009
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOUIS PLUNG & COMPANY
Accountancy firm EIN2010-12-31251637458

Form 5500 Responses for GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

2022: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $151
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 Administration0
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?Yes
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 $151
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $168
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 Administration0
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?Yes
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 $168
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $129
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 Administration0
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?Yes
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 $129
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $117
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 Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $117
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $113
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 Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $94
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $102
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 Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $102
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $270
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 Administration0
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?Yes
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 $270
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $511
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 Administration0
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?Yes
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 $511
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered260
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,758
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 Administration0
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?Yes
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 $5,681
Insurance broker organization code?3
Insurance broker nameAMERITAS INVESTMENT CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered275
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,360
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 Administration0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB002
Policy instance 1
Insurance contract or identification numberVFB002
Number of Individuals Covered247
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,961
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 Administration0
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?Yes
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 $-5,967
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION INSURA

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