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403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.
Plan identification number 001

403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CENTER FOR ALCOHOL & DRUG SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ALCOHOL & DRUG SERVICES, INC.
Employer identification number (EIN):421134273
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01LORI HAFFARNAN LORI HAFFARNAN2018-11-15
0012017-01-01LORI HAFFARNAN LORI HAFFARNAN2018-10-15
0012016-01-01LORI HAFFARNAN LORI HAFFARNAN2017-07-27
0012015-01-01LORI HAFFARNAN LORI HAFFARNAN2016-07-28
0012014-01-01LORI HAFFARNAN LORI HAFFARNAN2015-07-10
0012013-01-01LORI HAFFARNAN LORI HAFFARNAN2014-07-17
0012012-01-01LORI HAFFARNAN LORI HAFFARNAN2013-07-19
0012011-01-01LORI HAFFARNAN LORI HAFFARNAN2012-09-26
0012010-01-01LORI HAFFARNAN LORI HAFFARNAN2011-10-12
0012009-01-01LORI HAFFARNAN LORI HAFFARNAN2010-10-15
0012009-01-01LORI HAFFARNAN LORI HAFFARNAN2010-10-15

Plan Statistics for 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.

Measure Date Value
2018: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0187
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0190
Total number of active participants reported on line 7a of the Form 55002016-01-0171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0194
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0190
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01129
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01117
Number of participants with account balances2010-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-01100
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.

Measure Date Value
2018 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$93,746
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$2,951,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$2,951,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$9,087
Value of total assets at end of year2018-01-31$0
Value of total assets at beginning of year2018-01-31$2,857,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$64
Total interest from all sources2018-01-31$343
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-31$0
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$300,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$5,988
Participant contributions at end of year2018-01-31$0
Participant contributions at beginning of year2018-01-31$36,634
Administrative expenses (other) incurred2018-01-31$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$-2,857,693
Value of net assets at end of year (total assets less liabilities)2018-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$2,857,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$2,369,979
Interest earned on other investments2018-01-31$343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$451,080
Net investment gain/loss from pooled separate accounts2018-01-31$84,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$3,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$2,951,375
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31KPMG LLP
Accountancy firm EIN2018-01-31440160260
2017 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$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$536,773
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$246,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$245,590
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$177,568
Value of total assets at end of year2017-12-31$2,857,693
Value of total assets at beginning of year2017-12-31$2,567,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$857
Total interest from all sources2017-12-31$4,638
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$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$117,114
Participant contributions at end of year2017-12-31$36,634
Participant contributions at beginning of year2017-12-31$11,688
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$857
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$290,326
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,857,693
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,567,367
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$2,369,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,136,711
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$4,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$451,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$418,968
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$354,567
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$60,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$245,590
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
2016 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$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$352,474
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$252,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$251,893
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$170,384
Value of total assets at end of year2016-12-31$2,567,366
Value of total assets at beginning of year2016-12-31$2,467,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$983
Total interest from all sources2016-12-31$4,395
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$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$115,456
Participant contributions at end of year2016-12-31$11,688
Participant contributions at beginning of year2016-12-31$26,954
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$983
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$99,598
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,567,366
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,467,768
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$2,136,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,019,877
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$4,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$418,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$420,937
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$177,695
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$54,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$251,893
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 name2016-12-31HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2016-12-31420946155
2015 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$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$213,549
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$156,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,871
Expenses. Certain deemed distributions of participant loans2015-12-31$9,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$223,553
Value of total assets at end of year2015-12-31$2,467,768
Value of total assets at beginning of year2015-12-31$2,410,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$604
Total interest from all sources2015-12-31$5,061
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$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$115,232
Participant contributions at end of year2015-12-31$26,954
Participant contributions at beginning of year2015-12-31$32,466
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60,293
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$604
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$57,447
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,467,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,410,321
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$2,019,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,840,184
Interest on participant loans2015-12-31$1,021
Interest earned on other investments2015-12-31$4,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$420,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$537,671
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-15,065
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$48,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,871
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 name2015-12-31HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2015-12-31420946155
2014 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$286,693
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$403,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$400,651
Expenses. Certain deemed distributions of participant loans2014-12-31$848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$155,022
Value of total assets at end of year2014-12-31$2,410,321
Value of total assets at beginning of year2014-12-31$2,526,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,676
Total interest from all sources2014-12-31$6,966
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$250,000
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$107,136
Participant contributions at end of year2014-12-31$32,466
Participant contributions at beginning of year2014-12-31$40,345
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$3
Administrative expenses (other) incurred2014-12-31$1,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-116,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,410,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,526,803
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$1,840,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,630,743
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$6,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$537,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$855,715
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$124,702
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$47,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$400,651
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 name2014-12-31DOYLE & KEENAN, PC
Accountancy firm EIN2014-12-31421363166
2013 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$0
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$517,603
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$414,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$410,223
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,183
Value of total assets at end of year2013-12-31$2,526,803
Value of total assets at beginning of year2013-12-31$2,423,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,876
Total interest from all sources2013-12-31$8,837
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$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$114,518
Participant contributions at end of year2013-12-31$40,345
Participant contributions at beginning of year2013-12-31$38,459
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$2,503
Administrative expenses (other) incurred2013-12-31$3,876
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$103,504
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,526,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,423,299
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$1,630,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,605,557
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$8,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$855,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$779,283
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$337,080
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$54,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$410,223
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 name2013-12-31DOYLE & KEENAN, PC
Accountancy firm EIN2013-12-31421363116
2012 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$376,518
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$340,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$320,505
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$197,987
Value of total assets at end of year2012-12-31$2,423,299
Value of total assets at beginning of year2012-12-31$2,387,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,079
Total interest from all sources2012-12-31$14,485
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$113,379
Participant contributions at end of year2012-12-31$38,459
Participant contributions at beginning of year2012-12-31$59,397
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,441
Other income not declared elsewhere2012-12-31$8,962
Administrative expenses (other) incurred2012-12-31$20,079
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$35,934
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,423,299
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,387,365
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$1,605,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,316,553
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$14,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$779,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,011,415
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$155,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$52,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$320,505
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 name2012-12-31DOYLE & KEENAN, P.C.
Accountancy firm EIN2012-12-31421363116
2011 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$171,977
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$221,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$213,640
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,438
Value of total assets at end of year2011-12-31$2,387,365
Value of total assets at beginning of year2011-12-31$2,436,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,716
Total interest from all sources2011-12-31$18,500
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$250,000
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$119,836
Participant contributions at end of year2011-12-31$59,397
Participant contributions at beginning of year2011-12-31$76,560
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$3,105
Administrative expenses (other) incurred2011-12-31$7,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-49,379
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,387,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,436,744
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$1,316,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,516,725
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$18,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,011,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$843,459
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-15,066
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$213,640
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 name2011-12-31DOYLE & KEENAN, P.C.
Accountancy firm EIN2011-12-31421363116
2010 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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$355,532
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$148,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$143,086
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$136,971
Value of total assets at end of year2010-12-31$2,436,744
Value of total assets at beginning of year2010-12-31$2,229,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,432
Total interest from all sources2010-12-31$24,515
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$250,000
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$120,716
Participant contributions at end of year2010-12-31$76,560
Participant contributions at beginning of year2010-12-31$60,893
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$1,578
Administrative expenses (other) incurred2010-12-31$5,432
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$207,014
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,436,744
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,229,730
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$1,516,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,363,135
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$24,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$843,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$805,702
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$192,468
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$16,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$143,086
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 name2010-12-31DOYLE & KEENAN, P.C.
Accountancy firm EIN2010-12-31421363116
2009 : 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC.

2018: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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 benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CENTER FOR ALCOHOL & DRUG SERVICES, INC. 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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $677
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees677
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $222
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees222
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered129
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $284
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees284
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $336
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees336
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMINNEAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered95
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $131
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJUSTIN KONECK
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $520
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014534H
Policy instance 1
Insurance contract or identification number014534H
Number of Individuals Covered117
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $256
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees96
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJOHN LANDVATTER

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