401k Plan data: INTEGRATED SERVICES RETIREMENT PLAN plan

INTEGRATED SERVICES RETIREMENT PLAN 401k Plan overview

Plan Name	INTEGRATED SERVICES RETIREMENT PLAN
Plan identification number	001

INTEGRATED SERVICES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INTEGRATED SERVICES FOR BEHAVORIAL HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED SERVICES FOR BEHAVORIAL HEALTH, INC.

Employer identification number (EIN): 311472366

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about INTEGRATED SERVICES FOR BEHAVORIAL HEALTH, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1995-05-08

Company Identification Number: 904379

Legal Registered Office Address: 11 GRAHAM DR
-
ATHENS
United States of America (USA)
45701

More information about INTEGRATED SERVICES FOR BEHAVORIAL HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PAMALA BALLARD
001 2016-01-01 CHERYL BROOKS
001 2015-01-01 CHERYL BROOKS
001 2014-01-01 CHERYL BROOKS 2015-07-23
001 2013-01-01 CHERYL BROOKS 2014-06-26
001 2012-01-01 CHERYL BROOKS 2013-04-22
001 2011-01-01 CHERYL BROOKS 2012-08-09
001 2010-01-01 CHERYL BROOKS 2011-08-22
001 2007-01-01 CHERYL BROOKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PAMALA BALLARD
001	2016-01-01	CHERYL BROOKS
001	2015-01-01	CHERYL BROOKS
001	2014-01-01	CHERYL BROOKS	2015-07-23
001	2013-01-01	CHERYL BROOKS	2014-06-26
001	2012-01-01	CHERYL BROOKS	2013-04-22
001	2011-01-01	CHERYL BROOKS	2012-08-09
001	2010-01-01	CHERYL BROOKS	2011-08-22
001	2007-01-01	CHERYL BROOKS

Plan Statistics for INTEGRATED SERVICES RETIREMENT PLAN

401k plan membership statisitcs for INTEGRATED SERVICES RETIREMENT PLAN

Measure Date Value
2022: INTEGRATED SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 452
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 514
Number of participants with account balances 2022-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: INTEGRATED SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 326
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 73
Total of all active and inactive participants 2021-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 404
Number of participants with account balances 2021-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INTEGRATED SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 307
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 356
Number of participants with account balances 2020-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: INTEGRATED SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 294
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 328
Number of participants with account balances 2019-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: INTEGRATED SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 277
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 314
Number of participants with account balances 2018-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: INTEGRATED SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 254
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 281
Number of participants with account balances 2017-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: INTEGRATED SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 206
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 224
Number of participants with account balances 2016-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: INTEGRATED SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 149
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 159
Number of participants with account balances 2015-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2007: INTEGRATED SERVICES RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 48
Number of other retired or separated participants entitled to future benefits 2007-01-01 3
Total of all active and inactive participants 2007-01-01 51
Total participants 2007-01-01 51
Number of participants with account balances 2007-01-01 31

Measure	Date	Value
2022: INTEGRATED SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	452
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	514
Number of participants with account balances	2022-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: INTEGRATED SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	326
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	73
Total of all active and inactive participants	2021-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	404
Number of participants with account balances	2021-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INTEGRATED SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	307
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	356
Number of participants with account balances	2020-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: INTEGRATED SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	294
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	328
Number of participants with account balances	2019-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: INTEGRATED SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	277
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	314
Number of participants with account balances	2018-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: INTEGRATED SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	254
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	281
Number of participants with account balances	2017-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: INTEGRATED SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	206
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	224
Number of participants with account balances	2016-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: INTEGRATED SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	149
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	159
Number of participants with account balances	2015-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2007: INTEGRATED SERVICES RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	48
Number of other retired or separated participants entitled to future benefits	2007-01-01	3
Total of all active and inactive participants	2007-01-01	51
Total participants	2007-01-01	51
Number of participants with account balances	2007-01-01	31

Financial Data on INTEGRATED SERVICES RETIREMENT PLAN

Measure	Date	Value
2022 : INTEGRATED SERVICES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-41,592
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$534,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$511,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,492,258
Value of total assets at end of year	2022-12-31	$8,874,063
Value of total assets at beginning of year	2022-12-31	$9,449,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,253
Total interest from all sources	2022-12-31	$6,408
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$956,911
Participant contributions at end of year	2022-12-31	$138,328
Participant contributions at beginning of year	2022-12-31	$118,715
Participant contributions at end of year	2022-12-31	$207
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-575,629
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,874,063
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,449,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,528,845
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,242,612
Interest on participant loans	2022-12-31	$6,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,206,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,088,365
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,540,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$517,641
Employer contributions (assets) at end of year	2022-12-31	$177
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$511,784
Contract administrator fees	2022-12-31	$22,253
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2022-12-31	310800053
2021 : INTEGRATED SERVICES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,457,070
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$860,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$843,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,319,127
Value of total assets at end of year	2021-12-31	$9,449,692
Value of total assets at beginning of year	2021-12-31	$7,853,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,363
Total interest from all sources	2021-12-31	$5,867
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$827,667
Participant contributions at end of year	2021-12-31	$118,715
Participant contributions at beginning of year	2021-12-31	$101,284
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$23,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,596,507
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,449,692
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,853,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,242,612
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,068,295
Interest on participant loans	2021-12-31	$5,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,088,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$683,606
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,132,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$468,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$843,200
Contract administrator fees	2021-12-31	$17,363
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2021-12-31	310800053
2020 : INTEGRATED SERVICES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,271,036
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$345,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$331,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,077,811
Value of total assets at end of year	2020-12-31	$7,853,185
Value of total assets at beginning of year	2020-12-31	$5,927,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,612
Total interest from all sources	2020-12-31	$5,256
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$659,189
Participant contributions at end of year	2020-12-31	$101,284
Participant contributions at beginning of year	2020-12-31	$79,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,925,504
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,853,185
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,927,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,068,295
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,155,594
Interest on participant loans	2020-12-31	$5,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$683,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$692,165
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,187,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$418,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$331,920
Contract administrator fees	2020-12-31	$13,612
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2020-12-31	310800053
2019 : INTEGRATED SERVICES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,867,388
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$442,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$429,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$930,907
Value of total assets at end of year	2019-12-31	$5,927,681
Value of total assets at beginning of year	2019-12-31	$4,502,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,075
Total interest from all sources	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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$568,287
Participant contributions at end of year	2019-12-31	$79,922
Participant contributions at beginning of year	2019-12-31	$89,030
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$9,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,424,917
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,927,681
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,502,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,000
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,155,594
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,833,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$692,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$579,947
Net investment gain/loss from pooled separate accounts	2019-12-31	$936,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$361,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$429,396
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2019-12-31	310800053
2018 : INTEGRATED SERVICES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$673,680
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$243,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$232,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,051,264
Value of total assets at end of year	2018-12-31	$4,502,764
Value of total assets at beginning of year	2018-12-31	$4,072,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,200
Total interest from all sources	2018-12-31	$4,638
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$455,055
Participant contributions at end of year	2018-12-31	$89,030
Participant contributions at beginning of year	2018-12-31	$92,287
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$325,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$430,593
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,502,764
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,072,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,833,787
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,509,609
Interest on participant loans	2018-12-31	$4,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$579,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$470,275
Net investment gain/loss from pooled separate accounts	2018-12-31	$-382,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$271,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$232,887
Contract administrator fees	2018-12-31	$10,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2018-12-31	310800053
2017 : INTEGRATED SERVICES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,060,575
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$67,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$58,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$570,752
Value of total assets at end of year	2017-12-31	$4,072,171
Value of total assets at beginning of year	2017-12-31	$3,079,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,030
Total interest from all sources	2017-12-31	$5,610
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$335,597
Participant contributions at end of year	2017-12-31	$92,287
Participant contributions at beginning of year	2017-12-31	$80,174
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$992,968
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,072,171
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,079,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,030
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,509,609
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,646,748
Income. Interest from loans (other than to participants)	2017-12-31	$5,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$470,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$352,281
Net investment gain/loss from pooled separate accounts	2017-12-31	$484,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$207,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$58,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2017-12-31	310800053
2016 : INTEGRATED SERVICES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$902,495
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$45,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$37,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$706,153
Value of total assets at end of year	2016-12-31	$3,079,203
Value of total assets at beginning of year	2016-12-31	$2,222,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,840
Total interest from all sources	2016-12-31	$2,993
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$266,065
Participant contributions at end of year	2016-12-31	$80,174
Participant contributions at beginning of year	2016-12-31	$37,073
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$270,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$857,141
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,079,203
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,222,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,646,748
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,964,967
Interest on participant loans	2016-12-31	$2,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$352,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$220,022
Net investment gain/loss from pooled separate accounts	2016-12-31	$193,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$169,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$37,514
Contract administrator fees	2016-12-31	$7,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2016-12-31	310800053
2015 : INTEGRATED SERVICES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$291,886
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$303,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$295,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$338,755
Value of total assets at end of year	2015-12-31	$2,222,062
Value of total assets at beginning of year	2015-12-31	$2,233,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,275
Total interest from all sources	2015-12-31	$1,328
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$200,611
Participant contributions at end of year	2015-12-31	$37,073
Participant contributions at beginning of year	2015-12-31	$24,758
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-11,437
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,222,062
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,233,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,964,967
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,001,994
Interest on participant loans	2015-12-31	$1,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$220,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$206,747
Net investment gain/loss from pooled separate accounts	2015-12-31	$-48,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$118,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$295,048
Contract administrator fees	2015-12-31	$8,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2015-12-31	310800053

Form 5500 Responses for INTEGRATED SERVICES RETIREMENT PLAN

2022: INTEGRATED SERVICES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTEGRATED SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTEGRATED SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTEGRATED SERVICES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTEGRATED SERVICES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTEGRATED SERVICES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTEGRATED SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTEGRATED SERVICES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2007: INTEGRATED SERVICES RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81D587

Policy instance

Insurance contract or identification number	81D587
Number of Individuals Covered	404
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

81D587

Policy instance

Insurance contract or identification number	81D587
Number of Individuals Covered	365
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

81D587

Policy instance

Insurance contract or identification number	81D587
Number of Individuals Covered	315
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,008
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3008
Additional information about fees paid to insurance broker	TPA PROGRAMS
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHK865

Policy instance

Insurance contract or identification number	PHK865
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $15,158
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,158
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81D587

Policy instance

Insurance contract or identification number	81D587
Number of Individuals Covered	285
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

PHK865

Policy instance

Insurance contract or identification number	PHK865
Number of Individuals Covered	261
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,535
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,535
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHK865

Policy instance

Insurance contract or identification number	PHK865
Number of Individuals Covered	197
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,911
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,583
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	KESTRA INVESTMENT SERVICES, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHK865

Policy instance

Insurance contract or identification number	PHK865
Number of Individuals Covered	150
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $8,673
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,673
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES, INC.

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Company Name:	INTEGRATED SERVICES FOR BEHAVORIAL HEALTH, INC.
Employer identification number (EIN):	311472366
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1995-05-08
Company Identification Number:	904379
Legal Registered Office Address:	11 GRAHAM DR - ATHENS United States of America (USA) 45701