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ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 401k Plan overview

Plan NameATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN
Plan identification number 002

ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

ATLANTICARE BEHAVIORAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:ATLANTICARE BEHAVIORAL HEALTH
Employer identification number (EIN):210721208
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01MONIKA FINNEGAN2021-04-30
0022019-01-01MONIKA FINNEGAN2020-10-13
0022018-01-01MONIKA FINNEGAN2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01CHRISTOPHER APGAR
0022011-01-01JOHN RIOS
0022009-01-01JOHN RIOS

Plan Statistics for ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN

401k plan membership statisitcs for ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN

Measure Date Value
2020: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01140
Number of participants with account balances2019-01-01140
2018: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-0170
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01131
Number of participants with account balances2018-01-01131
2017: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01141
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01155
Number of participants with account balances2016-01-01155
2015: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-0189
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01165
Number of participants with account balances2015-01-01165
2014: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01163
Number of participants with account balances2014-01-01163
2013: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01210
Number of participants with account balances2013-01-01210
2012: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01229
Number of participants with account balances2012-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01237
Number of participants with account balances2011-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01236
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01246
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN

Measure Date Value
2020 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-07-06$-30,869
Total of all expenses incurred2020-07-06$2,984,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-06$2,983,264
Value of total assets at end of year2020-07-06$0
Value of total assets at beginning of year2020-07-06$3,015,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-06$884
Total interest from all sources2020-07-06$5,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-06$0
Was this plan covered by a fidelity bond2020-07-06Yes
Value of fidelity bond cover2020-07-06$10,000,000
If this is an individual account plan, was there a blackout period2020-07-06No
Funding deficiency by the employer to the plan for this plan year2020-07-06$0
Minimum employer required contribution for this plan year2020-07-06$0
Amount contributed by the employer to the plan for this plan year2020-07-06$0
Were there any nonexempt tranactions with any party-in-interest2020-07-06No
Participant contributions at end of year2020-07-06$0
Participant contributions at beginning of year2020-07-06$5,347
Other income not declared elsewhere2020-07-06$7,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-06No
Value of net income/loss2020-07-06$-3,015,017
Value of net assets at end of year (total assets less liabilities)2020-07-06$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-06$3,015,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-06No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-06No
Were any leases to which the plan was party in default or uncollectible2020-07-06No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-06$1,903,966
Interest on participant loans2020-07-06$87
Interest earned on other investments2020-07-06$5,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-06$1,105,704
Net investment gain/loss from pooled separate accounts2020-07-06$-43,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-06No
Was there a failure to transmit to the plan any participant contributions2020-07-06No
Has the plan failed to provide any benefit when due under the plan2020-07-06No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-06$2,983,264
Contract administrator fees2020-07-06$884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-07-06No
Did the plan have assets held for investment2020-07-06Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-06Yes
Opinion of an independent qualified public accountant for this plan2020-07-06Disclaimer
Accountancy firm name2020-07-06CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2020-07-06222097516
2019 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$394,320
Total income from all sources (including contributions)2019-12-31$394,320
Total of all expenses incurred2019-12-31$83,177
Total of all expenses incurred2019-12-31$83,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,194
Value of total assets at end of year2019-12-31$3,015,017
Value of total assets at end of year2019-12-31$3,015,017
Value of total assets at beginning of year2019-12-31$2,703,874
Value of total assets at beginning of year2019-12-31$2,703,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,983
Total interest from all sources2019-12-31$19,132
Total interest from all sources2019-12-31$19,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$5,347
Participant contributions at end of year2019-12-31$5,347
Participant contributions at beginning of year2019-12-31$12,108
Participant contributions at beginning of year2019-12-31$12,108
Other income not declared elsewhere2019-12-31$2,377
Other income not declared elsewhere2019-12-31$2,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$311,143
Value of net income/loss2019-12-31$311,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,015,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,015,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,703,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,703,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,903,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,903,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,609,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,609,476
Interest on participant loans2019-12-31$386
Interest on participant loans2019-12-31$386
Interest earned on other investments2019-12-31$18,746
Interest earned on other investments2019-12-31$18,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,105,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,105,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,082,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,082,290
Net investment gain/loss from pooled separate accounts2019-12-31$372,811
Net investment gain/loss from pooled separate accounts2019-12-31$372,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,194
Contract administrator fees2019-12-31$1,983
Contract administrator fees2019-12-31$1,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm name2019-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2019-12-31222097516
Accountancy firm EIN2019-12-31222097516
2018 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-117,107
Total of all expenses incurred2018-12-31$51,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,012
Value of total assets at end of year2018-12-31$2,703,874
Value of total assets at beginning of year2018-12-31$2,872,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,111
Total interest from all sources2018-12-31$11,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$12,108
Participant contributions at beginning of year2018-12-31$28,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-168,230
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,703,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,872,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,609,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,745,679
Interest on participant loans2018-12-31$951
Interest earned on other investments2018-12-31$10,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,082,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,097,672
Net investment gain/loss from pooled separate accounts2018-12-31$-128,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$49,012
Contract administrator fees2018-12-31$2,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2018-12-31222097516
2017 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$279,931
Total of all expenses incurred2017-12-31$603,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$600,984
Value of total assets at end of year2017-12-31$2,872,104
Value of total assets at beginning of year2017-12-31$3,195,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,274
Total interest from all sources2017-12-31$12,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$28,753
Participant contributions at beginning of year2017-12-31$45,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-323,327
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,872,104
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,195,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,745,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,896,290
Interest on participant loans2017-12-31$1,458
Interest earned on other investments2017-12-31$10,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,097,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,253,912
Net investment gain/loss from pooled separate accounts2017-12-31$267,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$600,984
Contract administrator fees2017-12-31$2,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2017-12-31222097516
2016 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$180,585
Total of all expenses incurred2016-12-31$686,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$683,502
Value of total assets at end of year2016-12-31$3,195,431
Value of total assets at beginning of year2016-12-31$3,701,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,687
Total interest from all sources2016-12-31$13,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$45,229
Participant contributions at beginning of year2016-12-31$58,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-505,604
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,195,431
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,701,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,896,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,325,636
Interest on participant loans2016-12-31$2,018
Interest earned on other investments2016-12-31$11,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,253,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,316,434
Net investment gain/loss from pooled separate accounts2016-12-31$167,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$683,502
Contract administrator fees2016-12-31$2,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2016-12-31222097516
2015 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$-16,078
Total of all expenses incurred2015-12-31$148,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,376
Value of total assets at end of year2015-12-31$3,701,035
Value of total assets at beginning of year2015-12-31$3,865,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,113
Total interest from all sources2015-12-31$16,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$58,965
Participant contributions at beginning of year2015-12-31$59,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-164,567
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,701,035
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,865,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,325,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,413,981
Interest on participant loans2015-12-31$2,192
Interest earned on other investments2015-12-31$14,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,316,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,392,071
Net investment gain/loss from pooled separate accounts2015-12-31$-32,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,376
Contract administrator fees2015-12-31$3,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2015-12-31222097516
2014 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$188,627
Total of all expenses incurred2014-12-31$258,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$253,749
Value of total assets at end of year2014-12-31$3,865,602
Value of total assets at beginning of year2014-12-31$3,935,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,573
Total interest from all sources2014-12-31$15,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$59,550
Participant contributions at beginning of year2014-12-31$69,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-69,695
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,865,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,935,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,413,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,309,314
Interest on participant loans2014-12-31$2,823
Interest earned on other investments2014-12-31$12,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,392,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,556,079
Net investment gain/loss from pooled separate accounts2014-12-31$173,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$253,749
Contract administrator fees2014-12-31$4,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2014-12-31222097516
2013 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$459,284
Total of all expenses incurred2013-12-31$346,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$342,773
Value of total assets at end of year2013-12-31$3,935,297
Value of total assets at beginning of year2013-12-31$3,822,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,338
Total interest from all sources2013-12-31$18,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$69,904
Participant contributions at beginning of year2013-12-31$110,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$113,173
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,935,297
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,822,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,309,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,130,082
Interest on participant loans2013-12-31$3,894
Interest earned on other investments2013-12-31$14,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,556,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,581,661
Net investment gain/loss from pooled separate accounts2013-12-31$441,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$342,773
Contract administrator fees2013-12-31$3,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2013-12-31222097516
2012 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$266,967
Total of all expenses incurred2012-12-31$82,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$80,846
Value of total assets at end of year2012-12-31$3,822,124
Value of total assets at beginning of year2012-12-31$3,637,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,187
Total interest from all sources2012-12-31$27,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$110,381
Participant contributions at beginning of year2012-12-31$98,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$184,934
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,822,124
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,637,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,130,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,957,324
Interest on participant loans2012-12-31$4,671
Interest earned on other investments2012-12-31$22,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,581,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,581,683
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$27,884
Net investment gain/loss from pooled separate accounts2012-12-31$239,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,962
Contract administrator fees2012-12-31$1,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2012-12-31222097516
2011 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$31,180
Total of all expenses incurred2011-12-31$185,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,795
Value of total assets at end of year2011-12-31$3,637,190
Value of total assets at beginning of year2011-12-31$3,791,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,762
Total interest from all sources2011-12-31$32,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$22,795
Amount contributed by the employer to the plan for this plan year2011-12-31$22,795
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$98,183
Participant contributions at beginning of year2011-12-31$65,721
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$41,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-154,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,637,190
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,791,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,957,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,086,085
Interest on participant loans2011-12-31$4,124
Interest earned on other investments2011-12-31$28,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,581,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,598,262
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$49,039
Net investment gain/loss from pooled separate accounts2011-12-31$-24,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,543
Contract administrator fees2011-12-31$1,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2011-12-31222097516
2010 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$701,413
Total of all expenses incurred2010-12-31$144,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$142,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$401,110
Value of total assets at end of year2010-12-31$3,791,354
Value of total assets at beginning of year2010-12-31$3,234,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,105
Total interest from all sources2010-12-31$44,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$401,110
Amount contributed by the employer to the plan for this plan year2010-12-31$401,110
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$65,721
Participant contributions at beginning of year2010-12-31$67,693
Participant contributions at end of year2010-12-31$41,286
Participant contributions at beginning of year2010-12-31$42,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$557,306
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,791,354
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,234,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,086,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,697,474
Interest on participant loans2010-12-31$3,825
Interest earned on other investments2010-12-31$40,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,598,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,426,182
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$141,754
Net investment gain/loss from pooled separate accounts2010-12-31$256,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$401,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$248
Contract administrator fees2010-12-31$2,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAPALDI REYNOLDS & PELOSI PA
Accountancy firm EIN2010-12-31222097516
2009 : ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$398,144
Amount contributed by the employer to the plan for this plan year2009-12-31$398,144

Form 5500 Responses for ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN

2020: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ATLANTICARE BEHAVIORAL HEALTH MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-06
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered141
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered165
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered163
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered210
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered229
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $173
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees47
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePAUL G DARATA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered237
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,517
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012734-F
Policy instance 1
Insurance contract or identification number012734-F
Number of Individuals Covered251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $427
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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