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MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameMENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN
Plan identification number 001

MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MENTAL HEALTH CENTER OF DENVER has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH CENTER OF DENVER
Employer identification number (EIN):742499946
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about MENTAL HEALTH CENTER OF DENVER

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1987-12-21
Company Identification Number: 19871766023
Legal Registered Office Address: 1900 W. Littleton Boulevard

Littleton
United States of America (USA)
80120

More information about MENTAL HEALTH CENTER OF DENVER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JEFFREY TUCKER
0012016-01-01JEFFREY TUCKER JEFFREY TUCKER2017-10-16
0012015-01-01JEFFREY TUCKER JEFFREY TUCKER2016-10-17
0012014-01-01JEFFREY TUCKER JEFFREY TUCKER2015-10-15
0012013-01-01JEFFREY TUCKER
0012012-01-01JEFFREY TUCKER JEFF TUCKER2013-10-15
0012011-01-01JEFFREY TUCKER JEFF TUCKER2013-10-15
0012009-01-01JEFFREY TUCKER
0012009-01-01

Plan Statistics for MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,287
Total number of active participants reported on line 7a of the Form 55002022-01-011,070
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01300
Total of all active and inactive participants2022-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,379
Number of participants with account balances2022-01-011,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,161
Total number of active participants reported on line 7a of the Form 55002021-01-01967
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01310
Total of all active and inactive participants2021-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,287
Number of participants with account balances2021-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,219
Total number of active participants reported on line 7a of the Form 55002020-01-01912
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01249
Total of all active and inactive participants2020-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,161
Number of participants with account balances2020-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,145
Total number of active participants reported on line 7a of the Form 55002019-01-01836
Number of other retired or separated participants entitled to future benefits2019-01-01383
Total of all active and inactive participants2019-01-011,219
Total participants2019-01-011,219
Number of participants with account balances2019-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,050
Total number of active participants reported on line 7a of the Form 55002018-01-01783
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01331
Total of all active and inactive participants2018-01-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,114
Number of participants with account balances2018-01-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01845
Total number of active participants reported on line 7a of the Form 55002017-01-01743
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01884
Number of participants with account balances2017-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01946
Total number of active participants reported on line 7a of the Form 55002016-01-01738
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01275
Total of all active and inactive participants2016-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,013
Number of participants with account balances2016-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01925
Total number of active participants reported on line 7a of the Form 55002015-01-01670
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01272
Total of all active and inactive participants2015-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01942
Number of participants with account balances2015-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01850
Total number of active participants reported on line 7a of the Form 55002014-01-01501
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01268
Total of all active and inactive participants2014-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01769
Number of participants with account balances2014-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01822
Total number of active participants reported on line 7a of the Form 55002013-01-01582
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01262
Total of all active and inactive participants2013-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01860
Number of participants with account balances2013-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01828
Total number of active participants reported on line 7a of the Form 55002012-01-01587
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01262
Total of all active and inactive participants2012-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01862
Number of participants with account balances2012-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,057
Total number of active participants reported on line 7a of the Form 55002011-01-01740
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01317
Total of all active and inactive participants2011-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,057
Number of participants with account balances2011-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01737
Total number of active participants reported on line 7a of the Form 55002009-01-01502
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01269
Total of all active and inactive participants2009-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01771
Number of participants with account balances2009-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-996,180
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,483,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,379,086
Expenses. Certain deemed distributions of participant loans2022-12-31$336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,472,956
Value of total assets at end of year2022-12-31$41,067,342
Value of total assets at beginning of year2022-12-31$44,547,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,368
Total interest from all sources2022-12-31$11,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,969,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,969,901
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,965,191
Participant contributions at end of year2022-12-31$237,403
Participant contributions at beginning of year2022-12-31$220,224
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$364,520
Other income not declared elsewhere2022-12-31$10,006
Administrative expenses (other) incurred2022-12-31$104,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,479,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,067,342
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,547,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,807,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,314,799
Interest on participant loans2022-12-31$11,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,460,045
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$2,143,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,379,086
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$10,526,354
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,950,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,844,885
Expenses. Certain deemed distributions of participant loans2021-12-31$91
Value of total corrective distributions2021-12-31$174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,989,472
Value of total assets at end of year2021-12-31$44,547,312
Value of total assets at beginning of year2021-12-31$35,971,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,489
Total interest from all sources2021-12-31$8,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,158,920
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$2,158,920
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,260,213
Participant contributions at end of year2021-12-31$220,224
Participant contributions at beginning of year2021-12-31$141,607
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$187,678
Other income not declared elsewhere2021-12-31$13,878
Administrative expenses (other) incurred2021-12-31$105,489
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$8,575,715
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,547,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,971,597
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$44,314,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,823,332
Interest on participant loans2021-12-31$8,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,355,689
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$1,541,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,844,885
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$9,699,319
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,794,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,716,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,705,919
Value of total assets at end of year2020-12-31$35,971,597
Value of total assets at beginning of year2020-12-31$30,066,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,330
Total interest from all sources2020-12-31$15,840
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,163,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,163,488
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$3,034,959
Participant contributions at end of year2020-12-31$141,607
Participant contributions at beginning of year2020-12-31$135,502
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$202,290
Administrative expenses (other) incurred2020-12-31$77,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,905,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,971,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,066,594
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$35,823,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,231,707
Interest on participant loans2020-12-31$15,203
Interest earned on other investments2020-12-31$637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,699,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,814,072
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$1,468,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,716,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,892,368
Total of all expenses incurred2019-12-31$4,371,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,239,922
Value of total corrective distributions2019-12-31$2,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,752,779
Value of total assets at end of year2019-12-31$30,066,594
Value of total assets at beginning of year2019-12-31$25,546,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,027
Total interest from all sources2019-12-31$117,287
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,277,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,277,365
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,523,003
Participant contributions at end of year2019-12-31$135,502
Participant contributions at beginning of year2019-12-31$165,356
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,520,451
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,066,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,546,143
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$25,231,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,373,283
Interest on participant loans2019-12-31$7,095
Interest earned on other investments2019-12-31$110,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,699,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,007,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,744,937
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$1,135,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,239,922
Contract administrator fees2019-12-31$129,027
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,984,951
Total of all expenses incurred2018-12-31$3,338,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,219,405
Expenses. Certain deemed distributions of participant loans2018-12-31$9,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,558,853
Value of total assets at end of year2018-12-31$25,546,143
Value of total assets at beginning of year2018-12-31$26,899,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,392
Total interest from all sources2018-12-31$107,178
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$858,169
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$858,169
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,251,008
Participant contributions at end of year2018-12-31$165,356
Participant contributions at beginning of year2018-12-31$207,224
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$249,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,353,148
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,546,143
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,899,291
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,373,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,649,616
Interest on participant loans2018-12-31$6,592
Interest earned on other investments2018-12-31$100,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,007,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,042,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,539,249
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$1,058,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,219,405
Contract administrator fees2018-12-31$109,392
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,691,434
Total of all expenses incurred2017-12-31$4,305,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,194,737
Expenses. Certain deemed distributions of participant loans2017-12-31$14,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,049,210
Value of total assets at end of year2017-12-31$26,899,291
Value of total assets at beginning of year2017-12-31$24,513,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,113
Total interest from all sources2017-12-31$108,260
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$793,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$793,877
Was this plan covered by a fidelity bond2017-12-31No
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$1,986,857
Participant contributions at end of year2017-12-31$207,224
Participant contributions at beginning of year2017-12-31$221,545
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$591,140
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$95,794
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$2,386,019
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,899,291
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,513,272
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$21,649,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,698,057
Interest on participant loans2017-12-31$8,132
Interest earned on other investments2017-12-31$100,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,042,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,002,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,740,087
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$966,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,194,737
Contract administrator fees2017-12-31$96,113
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 name2017-12-31BDK, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$4,448,723
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,219,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,128,352
Expenses. Certain deemed distributions of participant loans2016-12-31$3,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,730,855
Value of total assets at end of year2016-12-31$24,513,272
Value of total assets at beginning of year2016-12-31$22,284,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,743
Total interest from all sources2016-12-31$106,217
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$506,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$506,711
Was this plan covered by a fidelity bond2016-12-31No
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$1,767,138
Participant contributions at end of year2016-12-31$221,545
Participant contributions at beginning of year2016-12-31$235,656
Assets. Other investments not covered elsewhere at end of year2016-12-31$591,140
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$545,301
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,642
Administrative expenses (other) incurred2016-12-31$1
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$2,228,948
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,513,272
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,284,324
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$18,698,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,519,499
Interest on participant loans2016-12-31$6,784
Interest earned on other investments2016-12-31$99,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,002,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,983,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,104,940
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$853,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,128,352
Contract administrator fees2016-12-31$87,742
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$2,174,869
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,714,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,652,670
Expenses. Certain deemed distributions of participant loans2015-12-31$708
Value of total corrective distributions2015-12-31$-6,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,358,679
Value of total assets at end of year2015-12-31$22,284,324
Value of total assets at beginning of year2015-12-31$22,824,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,271
Total interest from all sources2015-12-31$140,357
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$529,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$529,888
Was this plan covered by a fidelity bond2015-12-31No
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$1,570,565
Participant contributions at end of year2015-12-31$235,656
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$545,301
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$520,908
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,929
Administrative expenses (other) incurred2015-12-31$277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-539,849
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,284,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,824,173
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$16,519,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,481,629
Interest on participant loans2015-12-31$8,642
Interest earned on other investments2015-12-31$131,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,983,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,821,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-854,055
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$759,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,652,670
Contract administrator fees2015-12-31$67,994
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$3,200,514
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,146,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,098,040
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,110,426
Value of total assets at end of year2014-12-31$22,824,173
Value of total assets at beginning of year2014-12-31$20,769,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,062
Total interest from all sources2014-12-31$171,302
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,395,105
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$274,418
Assets. Other investments not covered elsewhere at end of year2014-12-31$520,908
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$429,657
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,639
Administrative expenses (other) incurred2014-12-31$1,037
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$2,054,412
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,824,173
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,769,761
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$17,481,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,399,182
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$171,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,821,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,666,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$918,786
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$627,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,098,040
Contract administrator fees2014-12-31$47,025
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$5,032,568
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,132,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,968,497
Expenses. Certain deemed distributions of participant loans2013-12-31$122,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,013,979
Value of total assets at end of year2013-12-31$20,769,761
Value of total assets at beginning of year2013-12-31$17,869,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,529
Total interest from all sources2013-12-31$163,433
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,381,309
Participant contributions at end of year2013-12-31$274,418
Participant contributions at beginning of year2013-12-31$270,439
Assets. Other investments not covered elsewhere at end of year2013-12-31$429,657
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$323,683
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,940
Administrative expenses (other) incurred2013-12-31$954
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$2,900,547
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,769,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,869,214
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$15,399,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,692,454
Interest on participant loans2013-12-31$12,126
Interest earned on other investments2013-12-31$151,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,666,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,582,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,855,156
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$606,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,968,497
Contract administrator fees2013-12-31$39,575
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 name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,445,623
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$527,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$455,759
Expenses. Certain deemed distributions of participant loans2012-12-31$36,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,746,808
Value of total assets at end of year2012-12-31$17,869,214
Value of total assets at beginning of year2012-12-31$14,950,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,412
Total interest from all sources2012-12-31$165,287
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 bond2012-12-31No
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$1,134,076
Participant contributions at end of year2012-12-31$270,439
Participant contributions at beginning of year2012-12-31$242,039
Assets. Other investments not covered elsewhere at end of year2012-12-31$323,683
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$251,462
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$93,952
Administrative expenses (other) incurred2012-12-31$905
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$2,918,600
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,869,214
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,950,614
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$12,692,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,961,896
Interest on participant loans2012-12-31$9,245
Interest earned on other investments2012-12-31$156,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,582,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,495,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,533,528
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$518,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$455,759
Contract administrator fees2012-12-31$33,507
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 name2012-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2012-12-31410746749
2011 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,528,843
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$611,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$573,115
Expenses. Certain deemed distributions of participant loans2011-12-31$8,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,716,633
Value of total assets at end of year2011-12-31$14,950,614
Value of total assets at beginning of year2011-12-31$14,032,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,541
Total interest from all sources2011-12-31$155,714
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,444
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,022,758
Participant contributions at end of year2011-12-31$242,039
Participant contributions at beginning of year2011-12-31$170,158
Assets. Other investments not covered elsewhere at end of year2011-12-31$251,462
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$207,636
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$242,365
Administrative expenses (other) incurred2011-12-31$853
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$917,760
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,950,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,032,854
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$9,961,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,751,035
Interest on participant loans2011-12-31$6,999
Interest earned on other investments2011-12-31$148,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,495,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,904,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-345,948
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$451,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$573,115
Contract administrator fees2011-12-31$28,688
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 name2011-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2011-12-31370805863
2010 : MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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$2,856,864
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,082,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,047,216
Expenses. Certain deemed distributions of participant loans2010-12-31$10,248
Value of total corrective distributions2010-12-31$872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,488,661
Value of total assets at end of year2010-12-31$14,032,854
Value of total assets at beginning of year2010-12-31$12,258,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,921
Total interest from all sources2010-12-31$197,383
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$85
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$85
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$991,923
Participant contributions at end of year2010-12-31$170,158
Participant contributions at beginning of year2010-12-31$139,374
Assets. Other investments not covered elsewhere at end of year2010-12-31$207,636
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$294,063
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$62,647
Administrative expenses (other) incurred2010-12-31$1,137
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$1,774,607
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,032,854
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,258,247
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$9,751,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,205,995
Interest on participant loans2010-12-31$5,443
Interest earned on other investments2010-12-31$191,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,904,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,618,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,170,735
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$434,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,047,216
Contract administrator fees2010-12-31$22,784
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370805863

Form 5500 Responses for MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN

2022: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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 benefit arrangement – InsuranceYes
2014: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY 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: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: MENTAL HEALTH CENTER OF DENVER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 1
Insurance contract or identification number44690
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 1
Insurance contract or identification number44690
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 2
Insurance contract or identification number44690
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 1
Insurance contract or identification number44690
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 2
Insurance contract or identification number44690
Number of Individuals Covered1011
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 1
Insurance contract or identification number44690
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 2
Insurance contract or identification number44690
Number of Individuals Covered891
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 1
Insurance contract or identification number44690
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 2
Insurance contract or identification number44690
Number of Individuals Covered756
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44690
Policy instance 2
Insurance contract or identification number44690
Number of Individuals Covered664
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered75
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $12,353
Insurance broker organization code?3
Insurance broker nameBLANCETT, CHRIS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered661
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $20,514
Insurance broker organization code?3
Insurance broker nameSTEVENS, MARLA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered621
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,237
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $19,032
Insurance broker organization code?3
Insurance broker nameFULTON, CHRIS M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered596
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $7,736
Insurance broker organization code?3
Insurance broker nameFULTON, CHRIS M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,177
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1
Insurance contract or identification number70238
Number of Individuals Covered545
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,402
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $14,785
Insurance broker organization code?3
Insurance broker nameCURTIS, EARL L

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