401k Plan data: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN plan

BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN
Plan identification number	001

BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY 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 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRANDON RESIDENTIAL TREATMENT CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name: BRANDON RESIDENTIAL TREATMENT CENTER, INC

Employer identification number (EIN): 043015339

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 ROBERT KULCHUK
001 2015-07-01 ROBERT KULCHUK
001 2014-07-01 ROBERT KULCHUK
001 2013-07-01 ROBERT KULCHUK
001 2012-07-01 TIMOTHY M. CALLAHAN
001 2011-07-01 TIMOTHY CALLAHAN
001 2009-07-01 TIMOTHY CALLAHAN
001 2009-07-01 TIMOTHY CALLAHAN
001 2009-01-01 TIMOTHY CALLAHAN

Plan Statistics for BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 147
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 64
Total of all active and inactive participants 2022-07-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 211
Number of participants with account balances 2022-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 246
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 149
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 67
Total of all active and inactive participants 2021-07-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 216
Number of participants with account balances 2021-07-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 184
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 62
Total of all active and inactive participants 2020-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 246
Number of participants with account balances 2020-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 204
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 67
Total of all active and inactive participants 2019-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 271
Number of participants with account balances 2019-07-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 260
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 199
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 69
Total of all active and inactive participants 2018-07-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 268
Number of participants with account balances 2018-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 249
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 196
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 64
Total of all active and inactive participants 2017-07-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 260
Number of participants with account balances 2017-07-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 259
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 197
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 52
Total of all active and inactive participants 2016-07-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 249
Number of participants with account balances 2016-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 193
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 66
Total of all active and inactive participants 2015-07-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 259
Number of participants with account balances 2015-07-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 200
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 68
Total of all active and inactive participants 2014-07-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 268
Number of participants with account balances 2014-07-01 104
2013: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 166
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 62
Total of all active and inactive participants 2013-07-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 228
Number of participants with account balances 2013-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 161
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 60
Total of all active and inactive participants 2012-07-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 221
Number of participants with account balances 2012-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 142
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 37
Total of all active and inactive participants 2011-07-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 179
Number of participants with account balances 2011-07-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 213
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 169
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 77
Total of all active and inactive participants 2009-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 246
Number of participants with account balances 2009-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Total participants, beginning-of-year 2009-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 178
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 70
Total of all active and inactive participants 2009-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 248
Number of participants with account balances 2009-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	147
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	64
Total of all active and inactive participants	2022-07-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	211
Number of participants with account balances	2022-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	246
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	149
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	67
Total of all active and inactive participants	2021-07-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	216
Number of participants with account balances	2021-07-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	184
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	62
Total of all active and inactive participants	2020-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	246
Number of participants with account balances	2020-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	204
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	67
Total of all active and inactive participants	2019-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	271
Number of participants with account balances	2019-07-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	260
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	199
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	69
Total of all active and inactive participants	2018-07-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	268
Number of participants with account balances	2018-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	249
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	196
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	64
Total of all active and inactive participants	2017-07-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	260
Number of participants with account balances	2017-07-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	259
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	197
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	52
Total of all active and inactive participants	2016-07-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	249
Number of participants with account balances	2016-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	193
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	66
Total of all active and inactive participants	2015-07-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	259
Number of participants with account balances	2015-07-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	200
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	68
Total of all active and inactive participants	2014-07-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	268
Number of participants with account balances	2014-07-01	104
2013: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	166
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	62
Total of all active and inactive participants	2013-07-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	228
Number of participants with account balances	2013-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	161
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	60
Total of all active and inactive participants	2012-07-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	221
Number of participants with account balances	2012-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	142
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	37
Total of all active and inactive participants	2011-07-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	179
Number of participants with account balances	2011-07-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	213
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	169
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	77
Total of all active and inactive participants	2009-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	246
Number of participants with account balances	2009-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Total participants, beginning-of-year	2009-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	178
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	70
Total of all active and inactive participants	2009-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	248
Number of participants with account balances	2009-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2023 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$469,112
Total of all expenses incurred	2023-06-30	$132,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$127,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$154,300
Value of total assets at end of year	2023-06-30	$3,238,108
Value of total assets at beginning of year	2023-06-30	$2,901,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$4,781
Total interest from all sources	2023-06-30	$32,713
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$39,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$39,276
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$154,300
Participant contributions at end of year	2023-06-30	$57,975
Participant contributions at beginning of year	2023-06-30	$49,414
Administrative expenses (other) incurred	2023-06-30	$4,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$336,723
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$3,238,108
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$2,901,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$2,328,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,027,562
Interest on participant loans	2023-06-30	$3,434
Interest earned on other investments	2023-06-30	$29,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$851,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$824,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$242,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$127,608
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-06-30	043499945
2022 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-231,542
Total of all expenses incurred	2022-06-30	$42,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$37,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$142,996
Value of total assets at end of year	2022-06-30	$2,901,385
Value of total assets at beginning of year	2022-06-30	$3,175,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,296
Total interest from all sources	2022-06-30	$29,276
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$58,259
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	$58,259
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
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	$142,996
Participant contributions at end of year	2022-06-30	$49,414
Participant contributions at beginning of year	2022-06-30	$25,233
Administrative expenses (other) incurred	2022-06-30	$5,296
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	$-274,250
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,901,385
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,175,635
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	$2,027,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,356,587
Interest on participant loans	2022-06-30	$1,181
Interest earned on other investments	2022-06-30	$28,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$824,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$793,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-462,073
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$37,412
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-06-30	043499945
2021 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$744,960
Total of all expenses incurred	2021-06-30	$146,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$140,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$143,305
Value of total assets at end of year	2021-06-30	$3,175,635
Value of total assets at beginning of year	2021-06-30	$2,577,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$5,877
Total interest from all sources	2021-06-30	$31,205
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$23,344
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	$23,344
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$128,758
Participant contributions at end of year	2021-06-30	$25,233
Participant contributions at beginning of year	2021-06-30	$35,410
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$14,547
Administrative expenses (other) incurred	2021-06-30	$5,877
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	$598,505
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,175,635
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,577,130
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	$2,356,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,763,366
Interest on participant loans	2021-06-30	$1,848
Interest earned on other investments	2021-06-30	$29,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$793,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$778,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$547,106
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$140,578
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	Unqualified
Accountancy firm name	2021-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-06-30	043499945
2020 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$380,868
Total of all expenses incurred	2020-06-30	$23,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$20,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$276,240
Value of total assets at end of year	2020-06-30	$2,577,130
Value of total assets at beginning of year	2020-06-30	$2,219,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,212
Total interest from all sources	2020-06-30	$30,336
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$20,159
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	$20,159
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
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	$148,800
Participant contributions at end of year	2020-06-30	$35,410
Participant contributions at beginning of year	2020-06-30	$13,000
Participant contributions at beginning of year	2020-06-30	$5,267
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$127,440
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	$357,435
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,577,130
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,219,695
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	$1,763,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,449,874
Interest on participant loans	2020-06-30	$1,958
Interest earned on other investments	2020-06-30	$28,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$778,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$751,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$54,133
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$20,221
Contract administrator fees	2020-06-30	$3,212
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-06-30	043499945
2019 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$241,688
Total of all expenses incurred	2019-06-30	$996,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$982,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$132,623
Value of total assets at end of year	2019-06-30	$2,219,695
Value of total assets at beginning of year	2019-06-30	$2,974,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$13,893
Total interest from all sources	2019-06-30	$29,355
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$2,129
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	$2,129
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$126,877
Participant contributions at end of year	2019-06-30	$13,000
Participant contributions at beginning of year	2019-06-30	$0
Participant contributions at end of year	2019-06-30	$5,267
Participant contributions at beginning of year	2019-06-30	$1,000
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$302,602
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$5,746
Other income not declared elsewhere	2019-06-30	$34,682
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	$-754,672
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,219,695
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,974,367
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
Investment advisory and management fees	2019-06-30	$6,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,449,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,842,417
Interest on participant loans	2019-06-30	$175
Interest earned on other investments	2019-06-30	$29,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$751,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$828,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$42,899
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$982,467
Contract administrator fees	2019-06-30	$7,362
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-06-30	043499945
2018 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2018 401k financial data
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	$318,903
Total of all expenses incurred	2018-06-30	$586,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$518,344
Expenses. Certain deemed distributions of participant loans	2018-06-30	$55,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$108,561
Value of total assets at end of year	2018-06-30	$2,974,367
Value of total assets at beginning of year	2018-06-30	$3,241,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,513
Total interest from all sources	2018-06-30	$29,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$108,561
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$1,000
Participant contributions at beginning of year	2018-06-30	$3,897
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$302,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$43,397
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	$-267,500
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,974,367
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,241,867
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
Investment advisory and management fees	2018-06-30	$12,513
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,842,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,427,315
Interest on participant loans	2018-06-30	$227
Interest earned on other investments	2018-06-30	$29,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$828,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$810,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$137,257
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$518,344
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-06-30	043499945
2017 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY 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	$443,444
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$545,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$527,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$133,457
Value of total assets at end of year	2017-06-30	$3,241,867
Value of total assets at beginning of year	2017-06-30	$3,343,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$17,961
Total interest from all sources	2017-06-30	$29,192
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
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	$125,879
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$41,571
Participant contributions at end of year	2017-06-30	$3,897
Participant contributions at beginning of year	2017-06-30	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$7,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-102,088
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,241,867
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,343,955
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
Investment advisory and management fees	2017-06-30	$17,686
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,427,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,554,686
Interest on participant loans	2017-06-30	$213
Interest earned on other investments	2017-06-30	$28,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$810,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$746,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$280,795
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$527,571
Contract administrator fees	2017-06-30	$275
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	CARON & BLETZER
Accountancy firm EIN	2017-06-30	043499945
2016 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$90,198
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$229,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$207,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$109,181
Value of total assets at end of year	2016-06-30	$3,343,955
Value of total assets at beginning of year	2016-06-30	$3,483,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$22,200
Total interest from all sources	2016-06-30	$28,367
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$106,288
Participant contributions at end of year	2016-06-30	$41,571
Participant contributions at beginning of year	2016-06-30	$42,761
Participant contributions at end of year	2016-06-30	$1,000
Participant contributions at beginning of year	2016-06-30	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$2,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-139,651
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,343,955
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,483,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,554,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,725,752
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Interest on participant loans	2016-06-30	$384
Interest earned on other investments	2016-06-30	$27,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$746,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$714,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-47,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$207,649
Contract administrator fees	2016-06-30	$22,200
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ALEXANDER, ARONSON, FINNING&CO PC
Accountancy firm EIN	2016-06-30	042571780
2015 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$472,344
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$541,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$517,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$404,659
Value of total assets at end of year	2015-06-30	$3,483,606
Value of total assets at beginning of year	2015-06-30	$3,553,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$24,296
Total interest from all sources	2015-06-30	$23,058
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$150,156
Participant contributions at end of year	2015-06-30	$42,761
Participant contributions at beginning of year	2015-06-30	$42,173
Participant contributions at end of year	2015-06-30	$1,000
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$254,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-69,574
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,483,606
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,553,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$23,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,725,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,988,522
Value of interest in pooled separate accounts at end of year	2015-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$0
Interest on participant loans	2015-06-30	$14
Interest earned on other investments	2015-06-30	$23,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$714,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$522,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$44,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$517,622
Contract administrator fees	2015-06-30	$1,246
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ALEXANDER,ARONSON,FINNING & CO., PC
Accountancy firm EIN	2015-06-30	042571780
2014 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$2,600
Total income from all sources (including contributions)	2014-06-30	$611,015
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$80,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$57,228
Value of total corrective distributions	2014-06-30	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$184,319
Value of total assets at end of year	2014-06-30	$3,553,180
Value of total assets at beginning of year	2014-06-30	$3,025,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$22,498
Total interest from all sources	2014-06-30	$22,812
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$302,290
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$181,437
Participant contributions at end of year	2014-06-30	$42,173
Participant contributions at beginning of year	2014-06-30	$83,373
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$530,289
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,553,180
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,022,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$21,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,988,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,467,620
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$0
Interest on participant loans	2014-06-30	$373
Interest earned on other investments	2014-06-30	$22,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$522,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$474,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$403,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$57,228
Contract administrator fees	2014-06-30	$1,202
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ALEXANDER,ARONSON,FINNING & CO., PC
Accountancy firm EIN	2014-06-30	042571780
2013 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$2,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$4,000
Total income from all sources (including contributions)	2013-06-30	$491,721
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$214,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$196,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$226,065
Value of total assets at end of year	2013-06-30	$3,025,491
Value of total assets at beginning of year	2013-06-30	$2,749,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$18,328
Total interest from all sources	2013-06-30	$45,213
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$18,328
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$226,065
Participant contributions at end of year	2013-06-30	$43,062
Participant contributions at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$2,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$276,982
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,022,891
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,745,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,507,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,314,030
Value of interest in pooled separate accounts at end of year	2013-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$0
Interest earned on other investments	2013-06-30	$45,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$474,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$435,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$220,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$196,411
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ALEXANDER,ARONSON,FINNING & CO., PC
Accountancy firm EIN	2013-06-30	042571780
2012 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$4,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$153,104
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$164,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$151,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$186,712
Value of total assets at end of year	2012-06-30	$2,749,907
Value of total assets at beginning of year	2012-06-30	$2,756,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$12,326
Total interest from all sources	2012-06-30	$28,244
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$186,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-10,939
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,745,907
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,756,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,314,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,332,690
Interest earned on other investments	2012-06-30	$28,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$435,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$424,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-61,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$151,717
Contract administrator fees	2012-06-30	$12,326
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ALEXANDER ARONSON & FINNING
Accountancy firm EIN	2012-06-30	042571780
2011 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$411,135
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$70,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$62,103
Expenses. Certain deemed distributions of participant loans	2011-06-30	$6,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$142,848
Value of total assets at end of year	2011-06-30	$1,746,482
Value of total assets at beginning of year	2011-06-30	$1,406,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,880
Total interest from all sources	2011-06-30	$15,812
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$50,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$135,853
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$6,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$340,209
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,746,482
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,406,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,322,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,000,222
Interest on participant loans	2011-06-30	$149
Interest earned on other investments	2011-06-30	$15,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$424,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$406,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$252,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$62,103
Contract administrator fees	2011-06-30	$1,880
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2011-06-30	042571780
2010 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
2009 : BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0

Form 5500 Responses for BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN

2022: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
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: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
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: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
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: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BRANDON RESIDENTIAL TREATMENT CENTER TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	28
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	39
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	30
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	42
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	32
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	42
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	38
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $197
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	48
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,284
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	38
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $901
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	66
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,624
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	48
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,518
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,481
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Insurance broker name	JOHN C PAIGE CO-ME

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	74
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $2,496
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,496
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	57
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,901
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,863
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Insurance broker name	JOHN C PAIGE CO-ME

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	76
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $11,641
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,641
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	85
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,955
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,955
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	59
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,682
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,667
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Insurance broker name	HALL/ESTATE OF HARRY A

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Number of Individuals Covered	60
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,348
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2348
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Insurance broker name	METLIFE SECURITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	84
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $4,838
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,838
Amount paid for insurance broker fees	0
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	82
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $3,765
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $2,428
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892314+001

Policy instance

Insurance contract or identification number	892314+001
Number of Individuals Covered	92
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $4,076
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

921301

Policy instance

Insurance contract or identification number	921301
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,613
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BRANDON RESIDENTIAL TREATMENT CENTER, INC
Employer identification number (EIN):	043015339
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities