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THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN
Plan identification number 001

THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CORNERSTONE OF RECOVERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CORNERSTONE OF RECOVERY, INC.
Employer identification number (EIN):621400167
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01A WILSON IVEY2023-10-15
0012021-01-01AMANDA MATHES2022-10-13 AMANDA MATHES2022-10-13
0012020-01-01AMANDA MATHES2021-10-11 AMANDA MATHES2021-10-11
0012019-01-01AMANDA MATHES2020-10-05 AMANDA MATHES2020-10-05
0012018-01-01
0012017-01-01AMANDA MATHES AMANDA MATHES2018-10-11
0012016-01-01STEVE MCGREW STEVE MCGREW2017-10-16
0012015-01-01STEVE MCGREW STEVE MCGREW2016-10-14
0012014-01-01STEVE MCGREW STEVE MCGREW2015-10-14
0012013-01-01STEVE MCGREW STEVE MCGREW2014-10-14
0012012-01-01STEVE MCGREW STEVE MCGREW2013-10-15
0012011-01-01STEVE MCGREW STEVE MCGREW2012-08-08
0012009-01-01STEVE MCGREW STEVE MCGREW2010-10-13

Plan Statistics for THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN

401k plan membership statisitcs for THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN

Measure Date Value
2022: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01338
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01320
Number of participants with account balances2021-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01345
Number of participants with account balances2020-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01341
Total number of active participants reported on line 7a of the Form 55002019-01-01245
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01322
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01307
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01340
Number of participants with account balances2018-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01276
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01264
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01281
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01236
Total number of active participants reported on line 7a of the Form 55002015-01-01209
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01237
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01256
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01250
Number of participants with account balances2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01233
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01259
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN

Measure Date Value
2022 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,101,238
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$0
Total income from all sources (including contributions)2022-12-31$-498,922
Total loss/gain on sale of assets2022-12-31$-978,188
Total of all expenses incurred2022-12-31$2,104,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,062,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$424,988
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$5,704,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,478
Total interest from all sources2022-12-31$1,838
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$369,675
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$68,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,603,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,704,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$42,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,598,766
Interest on participant loans2022-12-31$1,838
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$36,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$55,313
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,475
Income. Dividends from preferred stock2022-12-31$52,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,062,109
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$-978,188
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VANCE CPA LLC
Accountancy firm EIN2022-12-31631284602
2021 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$1,271,792
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,206,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,155,041
Value of total corrective distributions2021-12-31$6,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$517,514
Value of total assets at end of year2021-12-31$5,704,747
Value of total assets at beginning of year2021-12-31$5,639,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,050
Total interest from all sources2021-12-31$3,574
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$62,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$62,482
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$438,237
Participant contributions at end of year2021-12-31$68,097
Participant contributions at beginning of year2021-12-31$91,919
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$65,462
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,704,747
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,639,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,598,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,513,329
Interest on participant loans2021-12-31$3,356
Value of interest in common/collective trusts at end of year2021-12-31$36,409
Value of interest in common/collective trusts at beginning of year2021-12-31$34,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$687,647
Net investment gain or loss from common/collective trusts2021-12-31$575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$77,659
Employer contributions (assets) at end of year2021-12-31$1,475
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,155,041
Contract administrator fees2021-12-31$45,050
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VANCE CPA LLC
Accountancy firm EIN2021-12-31631284602
2020 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$1,237,110
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$504,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$446,335
Value of total corrective distributions2020-12-31$17,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$488,366
Value of total assets at end of year2020-12-31$5,639,285
Value of total assets at beginning of year2020-12-31$4,906,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,302
Total interest from all sources2020-12-31$3,913
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$403,538
Participant contributions at end of year2020-12-31$91,919
Participant contributions at beginning of year2020-12-31$75,208
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$732,879
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,639,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,906,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,513,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,798,539
Interest on participant loans2020-12-31$3,913
Value of interest in common/collective trusts at end of year2020-12-31$34,037
Value of interest in common/collective trusts at beginning of year2020-12-31$31,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$744,134
Net investment gain or loss from common/collective trusts2020-12-31$697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,095
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$446,335
Contract administrator fees2020-12-31$40,302
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ROBERT A. BROWN CPA
Accountancy firm EIN2020-12-31621613402
2019 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$1,319,775
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$438,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$397,283
Value of total corrective distributions2019-12-31$4,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$514,552
Value of total assets at end of year2019-12-31$4,906,406
Value of total assets at beginning of year2019-12-31$4,024,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,179
Total interest from all sources2019-12-31$3,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$445,722
Participant contributions at end of year2019-12-31$75,208
Participant contributions at beginning of year2019-12-31$98,141
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$881,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,906,406
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,024,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,798,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,897,089
Interest on participant loans2019-12-31$3,767
Value of interest in common/collective trusts at end of year2019-12-31$31,940
Value of interest in common/collective trusts at beginning of year2019-12-31$29,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$800,733
Net investment gain or loss from common/collective trusts2019-12-31$723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$68,830
Employer contributions (assets) at end of year2019-12-31$719
Employer contributions (assets) at beginning of year2019-12-31$378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$397,283
Contract administrator fees2019-12-31$36,179
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBERT A. BROWN CPA
Accountancy firm EIN2019-12-31621613402
2018 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$328,259
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$506,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$473,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$493,830
Value of total assets at end of year2018-12-31$4,024,770
Value of total assets at beginning of year2018-12-31$4,203,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,203
Total interest from all sources2018-12-31$3,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$67,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$67,666
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$424,309
Participant contributions at end of year2018-12-31$98,141
Participant contributions at beginning of year2018-12-31$102,389
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$12,879
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-178,664
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,024,770
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,203,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$33,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,897,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,025,145
Interest on participant loans2018-12-31$3,563
Value of interest in common/collective trusts at end of year2018-12-31$29,162
Value of interest in common/collective trusts at beginning of year2018-12-31$57,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-234,378
Net investment gain or loss from common/collective trusts2018-12-31$-2,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$63,808
Employer contributions (assets) at end of year2018-12-31$378
Employer contributions (assets) at beginning of year2018-12-31$5,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$473,720
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-12-31621532536
2017 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$1,018,502
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$159,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$125,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$436,592
Value of total assets at end of year2017-12-31$4,203,434
Value of total assets at beginning of year2017-12-31$3,344,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,973
Total interest from all sources2017-12-31$2,922
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$374,661
Participant contributions at end of year2017-12-31$102,389
Participant contributions at beginning of year2017-12-31$81,987
Participant contributions at end of year2017-12-31$12,879
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,387
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$858,694
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,203,434
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,344,740
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
Investment advisory and management fees2017-12-31$33,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,025,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,204,565
Interest on participant loans2017-12-31$2,922
Value of interest in common/collective trusts at end of year2017-12-31$57,913
Value of interest in common/collective trusts at beginning of year2017-12-31$56,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$577,263
Net investment gain or loss from common/collective trusts2017-12-31$1,725
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$57,544
Employer contributions (assets) at end of year2017-12-31$5,108
Employer contributions (assets) at beginning of year2017-12-31$1,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$125,835
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$649,857
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$233,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$196,537
Value of total corrective distributions2016-12-31$10,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$412,969
Value of total assets at end of year2016-12-31$3,344,740
Value of total assets at beginning of year2016-12-31$2,928,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,136
Total interest from all sources2016-12-31$3,023
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$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,022
Participant contributions at end of year2016-12-31$81,987
Participant contributions at beginning of year2016-12-31$52,882
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$308
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$416,250
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,344,740
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,928,490
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
Investment advisory and management fees2016-12-31$26,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,204,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,875,608
Income. Interest from loans (other than to participants)2016-12-31$3,023
Value of interest in common/collective trusts at end of year2016-12-31$56,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$233,865
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$56,639
Employer contributions (assets) at end of year2016-12-31$1,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$196,537
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$447,848
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$228,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$210,507
Value of total corrective distributions2015-12-31$9,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$414,583
Value of total assets at end of year2015-12-31$2,928,490
Value of total assets at beginning of year2015-12-31$2,709,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,693
Total interest from all sources2015-12-31$2,179
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$347,948
Participant contributions at end of year2015-12-31$52,882
Participant contributions at beginning of year2015-12-31$66,600
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,696
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$218,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,928,490
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,709,583
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
Investment advisory and management fees2015-12-31$3,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,875,608
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,642,042
Interest on participant loans2015-12-31$2,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-110,420
Net investment gain/loss from pooled separate accounts2015-12-31$141,506
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$55,939
Employer contributions (assets) at beginning of year2015-12-31$941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$210,507
Contract administrator fees2015-12-31$4,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31ALLEN & COMPANY, CPAS
Accountancy firm EIN2015-12-31621748089
2014 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$490,595
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$166,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$127,553
Value of total corrective distributions2014-12-31$14,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$362,723
Value of total assets at end of year2014-12-31$2,709,583
Value of total assets at beginning of year2014-12-31$2,385,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,993
Total interest from all sources2014-12-31$3,550
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
Administrative expenses professional fees incurred2014-12-31$11,093
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$307,854
Participant contributions at end of year2014-12-31$66,600
Participant contributions at beginning of year2014-12-31$91,111
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,456
Total non interest bearing cash at beginning of year2014-12-31$6,076
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$323,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,709,583
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,385,748
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 pooled separate accounts at end of year2014-12-31$2,642,042
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,288,561
Income. Interest from loans (other than to participants)2014-12-31$3,550
Net investment gain/loss from pooled separate accounts2014-12-31$124,322
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$52,413
Employer contributions (assets) at end of year2014-12-31$941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$127,553
Contract administrator fees2014-12-31$13,900
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 name2014-12-31ALLEN & COMPANY, CPAS
Accountancy firm EIN2014-12-31621748089
2013 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$713,476
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$127,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,847
Value of total corrective distributions2013-12-31$20,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$365,172
Value of total assets at end of year2013-12-31$2,385,748
Value of total assets at beginning of year2013-12-31$1,799,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,605
Total interest from all sources2013-12-31$348,304
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$150,000
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$301,156
Participant contributions at end of year2013-12-31$91,111
Participant contributions at beginning of year2013-12-31$79,481
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,049
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$6,076
Total non interest bearing cash at beginning of year2013-12-31$9,530
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$586,177
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,385,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,799,571
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
Investment advisory and management fees2013-12-31$19,605
Value of interest in pooled separate accounts at end of year2013-12-31$2,288,561
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,709,583
Interest on participant loans2013-12-31$3,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$344,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$741
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$49,967
Employer contributions (assets) at beginning of year2013-12-31$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ALLEN & COMPANY, CPAS
Accountancy firm EIN2013-12-31621748089
2012 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30
Total income from all sources (including contributions)2012-12-31$525,564
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$377,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$354,169
Value of total corrective distributions2012-12-31$6,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$321,330
Value of total assets at end of year2012-12-31$1,799,571
Value of total assets at beginning of year2012-12-31$1,651,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,976
Total interest from all sources2012-12-31$3,647
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$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$275,467
Participant contributions at end of year2012-12-31$79,481
Participant contributions at beginning of year2012-12-31$95,885
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,408
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$30
Total non interest bearing cash at end of year2012-12-31$9,530
Total non interest bearing cash at beginning of year2012-12-31$8,165
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$148,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,799,571
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,651,186
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
Investment advisory and management fees2012-12-31$16,976
Value of interest in pooled separate accounts at end of year2012-12-31$1,709,583
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,546,222
Interest on participant loans2012-12-31$3,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$745
Net investment gain/loss from pooled separate accounts2012-12-31$200,587
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$43,455
Employer contributions (assets) at end of year2012-12-31$236
Employer contributions (assets) at beginning of year2012-12-31$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$354,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31PETERS & ASSOCIATES
Accountancy firm EIN2012-12-31621501873
2011 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30
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$295,632
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$75,892
Value of total corrective distributions2011-12-31$5,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$331,130
Value of total assets at end of year2011-12-31$1,651,216
Value of total assets at beginning of year2011-12-31$1,452,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,050
Total interest from all sources2011-12-31$4,274
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$150,000
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$279,444
Participant contributions at end of year2011-12-31$95,885
Participant contributions at beginning of year2011-12-31$109,298
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,846
Liabilities. Value of operating payables at end of year2011-12-31$30
Total non interest bearing cash at end of year2011-12-31$8,165
Total non interest bearing cash at beginning of year2011-12-31$6,344
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$199,096
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,651,186
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,452,090
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
Investment advisory and management fees2011-12-31$15,050
Value of interest in pooled separate accounts at end of year2011-12-31$1,546,222
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,335,703
Interest on participant loans2011-12-31$4,266
Interest earned on other investments2011-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$745
Net investment gain/loss from pooled separate accounts2011-12-31$-39,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$42,840
Employer contributions (assets) at end of year2011-12-31$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$75,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PETERS & ASSOCIATES
Accountancy firm EIN2011-12-31621501873
2010 : THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$440,651
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$107,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,242
Value of total corrective distributions2010-12-31$34,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$280,226
Value of total assets at end of year2010-12-31$1,452,090
Value of total assets at beginning of year2010-12-31$1,119,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,484
Total interest from all sources2010-12-31$4,848
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$150,000
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$242,962
Participant contributions at end of year2010-12-31$109,298
Participant contributions at beginning of year2010-12-31$120,092
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$6,344
Total non interest bearing cash at beginning of year2010-12-31$4,817
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$332,828
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,452,090
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,119,262
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 pooled separate accounts at end of year2010-12-31$1,335,703
Value of interest in pooled separate accounts at beginning of year2010-12-31$993,590
Interest on participant loans2010-12-31$4,840
Interest earned on other investments2010-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$743
Net investment gain/loss from pooled separate accounts2010-12-31$155,577
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$36,432
Employer contributions (assets) at beginning of year2010-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$61,242
Contract administrator fees2010-12-31$12,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PETERS & ASSOCIATES
Accountancy firm EIN2010-12-31621501873

Form 5500 Responses for THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN

2022: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: THE CORNERSTONE OF RECOVERY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-05-18
Total amount of commissions paid to insurance brokerUSD $3,766
Total amount of fees paid to insurance companyUSD $876
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,766
Insurance broker organization code?3
Amount paid for insurance broker fees876
Additional information about fees paid to insurance brokerTHIRD-PARTY ADMINISTRATOR
Insurance broker nameTENNESSEE PENSION ADMIN LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Number of Individuals Covered185
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,694
Total amount of fees paid to insurance companyUSD $14,525
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,694
Insurance broker organization code?3
Amount paid for insurance broker fees14525
Additional information about fees paid to insurance brokerTHIRD-PARTY ADMINISTRATOR
Insurance broker nameTENNESSEE PENSION ADMIN LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,245
Total amount of fees paid to insurance companyUSD $9,150
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,245
Insurance broker organization code?3
Amount paid for insurance broker fees9150
Additional information about fees paid to insurance brokerTHIRD-PARTY ADMINISTRATOR
Insurance broker nameTENNESSEE PENSION ADMIN LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Number of Individuals Covered216
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,328
Total amount of fees paid to insurance companyUSD $3,008
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,328
Insurance broker organization code?3
Amount paid for insurance broker fees3008
Additional information about fees paid to insurance brokerTHIRD-PARTY ADMINISTRATOR
Insurance broker nameTENNESSEE PENSION ADMIN LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Number of Individuals Covered207
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,795
Total amount of fees paid to insurance companyUSD $1,110
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27503
Policy instance 1
Insurance contract or identification number27503
Number of Individuals Covered195
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,166
Total amount of fees paid to insurance companyUSD $1,073
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,166
Insurance broker organization code?3
Amount paid for insurance broker fees1073
Additional information about fees paid to insurance brokerTHIRD-PARTY ADMINISTRATOR
Insurance broker nameTENNESSEE PENSION ADMIN LLC

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