401k Plan data: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN plan

COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 401k Plan overview

Plan Name	COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN
Plan identification number	001

COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY HEALTH ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY HEALTH ALLIANCE

Employer identification number (EIN): 814104722

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-10-01 MARC SEIFERT

Plan Statistics for COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

Measure Date Value
2021: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 261
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 179
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 111
Total of all active and inactive participants 2021-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 290
Number of participants with account balances 2021-07-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 63
2020: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 358
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 175
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 86
Total of all active and inactive participants 2020-07-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 261
Number of participants with account balances 2020-07-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 47
2019: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 366
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 229
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 129
Total of all active and inactive participants 2019-07-01 358
Total participants 2019-07-01 358
Number of participants with account balances 2019-07-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 29
2018: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 306
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 215
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 148
Total of all active and inactive participants 2018-07-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 363
Number of participants with account balances 2018-07-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 44
2017: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 256
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 201
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 109
Total of all active and inactive participants 2017-07-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 310
Number of participants with account balances 2017-07-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 30
2016: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 146
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 161
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 61
Total of all active and inactive participants 2016-10-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 222
Number of participants with account balances 2016-10-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 9

Measure	Date	Value
2021: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	261
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	179
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	111
Total of all active and inactive participants	2021-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	290
Number of participants with account balances	2021-07-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	63
2020: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	358
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	175
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	86
Total of all active and inactive participants	2020-07-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	261
Number of participants with account balances	2020-07-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	47
2019: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	366
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	229
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	129
Total of all active and inactive participants	2019-07-01	358
Total participants	2019-07-01	358
Number of participants with account balances	2019-07-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	29
2018: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	306
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	215
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	148
Total of all active and inactive participants	2018-07-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	363
Number of participants with account balances	2018-07-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	44
2017: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	256
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	201
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	109
Total of all active and inactive participants	2017-07-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	310
Number of participants with account balances	2017-07-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	30
2016: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	146
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	161
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	61
Total of all active and inactive participants	2016-10-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	222
Number of participants with account balances	2016-10-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	9

Financial Data on COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

Measure	Date	Value
2022 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$86,320
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$419,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$412,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$528,332
Value of total assets at end of year	2022-06-30	$2,580,921
Value of total assets at beginning of year	2022-06-30	$2,913,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$6,670
Total interest from all sources	2022-06-30	$51
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$62,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$62,102
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$200,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$336,650
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$11,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-332,685
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,580,921
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,913,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,547,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,899,894
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$33,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$13,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$13,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-504,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$180,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$412,335
Contract administrator fees	2022-06-30	$6,670
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BARNES DENNIG
Accountancy firm EIN	2022-06-30	311119890
2021 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,089,441
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$205,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$196,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$512,894
Value of total assets at end of year	2021-06-30	$2,913,606
Value of total assets at beginning of year	2021-06-30	$2,029,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$8,655
Total interest from all sources	2021-06-30	$1
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$40,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$40,683
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$200,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$293,369
Participant contributions at beginning of year	2021-06-30	$10,335
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$62,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$884,064
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,913,606
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,029,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,899,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,003,247
Interest on participant loans	2021-06-30	$0
Income. Interest from loans (other than to participants)	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$13,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$535,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$157,403
Employer contributions (assets) at beginning of year	2021-06-30	$15,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$196,722
Contract administrator fees	2021-06-30	$8,655
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BARNES DENNIG
Accountancy firm EIN	2021-06-30	311119890
2020 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$590,537
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$242,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$169,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$465,779
Value of total assets at end of year	2020-06-30	$2,029,542
Value of total assets at beginning of year	2020-06-30	$1,681,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$72,618
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$28,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$28,760
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$200,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$266,853
Participant contributions at end of year	2020-06-30	$10,335
Participant contributions at beginning of year	2020-06-30	$8,500
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$32,606
Administrative expenses (other) incurred	2020-06-30	$63,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$348,469
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,029,542
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,681,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,003,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,666,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$95,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$166,320
Employer contributions (assets) at end of year	2020-06-30	$15,960
Employer contributions (assets) at beginning of year	2020-06-30	$5,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$169,450
Contract administrator fees	2020-06-30	$9,314
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BARNES DENNIG
Accountancy firm EIN	2020-06-30	311119890
2019 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$438,136
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$256,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$241,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$338,269
Value of total assets at end of year	2019-06-30	$1,681,073
Value of total assets at beginning of year	2019-06-30	$1,499,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$14,801
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$27,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$27,300
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$200,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$193,254
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$7,210
Participant contributions at end of year	2019-06-30	$8,500
Participant contributions at beginning of year	2019-06-30	$5,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$10,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$181,996
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,681,073
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,499,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,666,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,480,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$72,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$145,015
Employer contributions (assets) at end of year	2019-06-30	$5,447
Employer contributions (assets) at beginning of year	2019-06-30	$5,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$241,339
Contract administrator fees	2019-06-30	$4,391
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BARNES DENNIG
Accountancy firm EIN	2019-06-30	311119890
2018 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$914,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$313,570
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$94,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$90,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$286,598
Value of total assets at end of year	2018-06-30	$1,499,077
Value of total assets at beginning of year	2018-06-30	$365,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,625
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$26,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$26,972
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$330,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$148,739
Participant contributions at end of year	2018-06-30	$7,210
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$5,631
Participant contributions at beginning of year	2018-06-30	$5,546
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$2,916
Administrative expenses (other) incurred	2018-06-30	$3,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$219,069
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,499,077
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$365,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,480,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$354,459
Interest on participant loans	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$134,943
Employer contributions (assets) at end of year	2018-06-30	$5,242
Employer contributions (assets) at beginning of year	2018-06-30	$5,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$90,876
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BARNES DENNIG
Accountancy firm EIN	2018-06-30	311119890
2017 : COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$160,602
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$25,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$23,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$131,215
Value of total assets at end of year	2017-06-30	$365,625
Value of total assets at beginning of year	2017-06-30	$230,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,880
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$9,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$9,104
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$30,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$35,228
Participant contributions at end of year	2017-06-30	$5,546
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$65,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$135,221
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$365,625
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$230,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$354,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$230,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$20,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$30,845
Employer contributions (assets) at end of year	2017-06-30	$5,620
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$23,501
Contract administrator fees	2017-06-30	$1,880
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BARNES DENNIG
Accountancy firm EIN	2017-06-30	311119890

Form 5500 Responses for COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN

2021: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY HEALTH ALLIANCE RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	356
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	363
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	304
Insurance policy start date	2018-02-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY HEALTH ALLIANCE
Employer identification number (EIN):	814104722
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers