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CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 401k Plan overview

Plan NameCHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN
Plan identification number 001

CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN Benefits

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

401k Sponsoring company profile

CHILD AND ADOLESCENT BEHAVIORAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CHILD AND ADOLESCENT BEHAVIORAL HEALTH
Employer identification number (EIN):341191950
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CHILD AND ADOLESCENT BEHAVIORAL HEALTH

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1976-06-30
Company Identification Number: 483728
Legal Registered Office Address: 919 2ND ST. N.E.
-
CANTON
United States of America (USA)
44704

More information about CHILD AND ADOLESCENT BEHAVIORAL HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01JOSEPH FRENCH2020-03-10
0012017-07-01JOSEPH FRENCH2019-04-15
0012016-07-01
0012015-07-01
0012015-07-01JOSEPH FRENCH2017-04-18
0012014-07-01
0012013-07-01LILLIAN B. BLOSFIELD, CFO
0012012-07-01LILLIAN B. BLOSFIELD, CFO
0012011-07-01LILLIAN B. BLOSFIELD, CFO
0012009-07-01LILLIAN B. BLOSFIELD, CFO
0012009-07-01LILLIAN B. BLOSFIELD, CFO

Plan Statistics for CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN

401k plan membership statisitcs for CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN

Measure Date Value
2021: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01169
Total number of active participants reported on line 7a of the Form 55002021-07-01104
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0150
Total of all active and inactive participants2021-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01154
Number of participants with account balances2021-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01128
Total number of active participants reported on line 7a of the Form 55002020-07-01132
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0136
Total of all active and inactive participants2020-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01169
Number of participants with account balances2020-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01192
Total number of active participants reported on line 7a of the Form 55002019-07-01126
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-012
Total of all active and inactive participants2019-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01128
Number of participants with account balances2019-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01174
Total number of active participants reported on line 7a of the Form 55002018-07-01159
Number of retired or separated participants receiving benefits2018-07-0133
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01192
Number of participants with account balances2018-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01157
Total number of active participants reported on line 7a of the Form 55002017-07-01153
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0121
Total of all active and inactive participants2017-07-01174
Total participants2017-07-01174
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01154
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0121
Total of all active and inactive participants2016-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01157
Number of participants with account balances2016-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01171
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0113
Total of all active and inactive participants2015-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01150
Number of participants with account balances2015-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01169
Total number of active participants reported on line 7a of the Form 55002014-07-01151
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0120
Total of all active and inactive participants2014-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01171
Number of participants with account balances2014-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01153
Total number of active participants reported on line 7a of the Form 55002013-07-01156
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0113
Total of all active and inactive participants2013-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01169
Number of participants with account balances2013-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01151
Total number of active participants reported on line 7a of the Form 55002012-07-01145
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-018
Total of all active and inactive participants2012-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01153
Number of participants with account balances2012-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01150
Total number of active participants reported on line 7a of the Form 55002011-07-01138
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01151
Number of participants with account balances2011-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01152
Total number of active participants reported on line 7a of the Form 55002009-07-01137
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-01147
Total participants2009-07-01147
Number of participants with account balances2009-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN

Measure Date Value
2022 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$705
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$566,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$565,577
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$420,758
Value of total assets at end of year2022-06-30$3,153,007
Value of total assets at beginning of year2022-06-30$3,719,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,377
Total interest from all sources2022-06-30$1,947
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$235,117
Participant contributions at end of year2022-06-30$9,520
Participant contributions at beginning of year2022-06-30$39,455
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$88,706
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-566,249
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,153,007
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,719,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,883,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,368,116
Interest earned on other investments2022-06-30$1,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$259,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$311,685
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-422,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$96,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$565,577
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,048,766
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$228,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$227,285
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$355,729
Value of total assets at end of year2021-06-30$3,719,256
Value of total assets at beginning of year2021-06-30$2,899,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,483
Total interest from all sources2021-06-30$3,468
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$225,637
Participant contributions at end of year2021-06-30$39,455
Participant contributions at beginning of year2021-06-30$69,427
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$6,596
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$48,464
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$819,998
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,719,256
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,899,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,368,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,504,180
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$3,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$311,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$316,229
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$689,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$81,628
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$227,285
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$428,230
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$659,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$592,724
Expenses. Certain deemed distributions of participant loans2020-06-30$65,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$308,173
Value of total assets at end of year2020-06-30$2,899,258
Value of total assets at beginning of year2020-06-30$3,130,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,126
Total interest from all sources2020-06-30$2,270
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$215,990
Participant contributions at end of year2020-06-30$69,427
Participant contributions at beginning of year2020-06-30$117,001
Participant contributions at end of year2020-06-30$6,596
Participant contributions at beginning of year2020-06-30$8,154
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11,199
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-231,577
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,899,258
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,130,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,504,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,918,153
Interest on participant loans2020-06-30$2,218
Interest earned on other investments2020-06-30$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$316,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$83,753
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$117,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$80,984
Employer contributions (assets) at end of year2020-06-30$2,826
Employer contributions (assets) at beginning of year2020-06-30$3,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$592,724
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2020-06-30410746749
2019 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$534,866
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$178,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$136,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$339,695
Value of total assets at end of year2019-06-30$3,130,835
Value of total assets at beginning of year2019-06-30$2,773,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$41,306
Total interest from all sources2019-06-30$6,004
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$41,306
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$201,525
Participant contributions at end of year2019-06-30$117,001
Participant contributions at beginning of year2019-06-30$145,460
Participant contributions at end of year2019-06-30$8,154
Participant contributions at beginning of year2019-06-30$5,826
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$52,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$356,866
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,130,835
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,773,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,918,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,555,083
Income. Interest from loans (other than to participants)2019-06-30$6,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$83,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$64,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$189,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$85,328
Employer contributions (assets) at end of year2019-06-30$3,774
Employer contributions (assets) at beginning of year2019-06-30$2,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$136,694
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2019-06-30410746749
2018 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$484,042
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$258,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$220,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$301,409
Value of total assets at end of year2018-06-30$2,773,969
Value of total assets at beginning of year2018-06-30$2,548,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$37,339
Total interest from all sources2018-06-30$2,807
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$37,339
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$136,514
Participant contributions at end of year2018-06-30$145,460
Participant contributions at beginning of year2018-06-30$85,121
Participant contributions at end of year2018-06-30$5,826
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$101,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$225,816
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,773,969
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,548,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,555,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,448,881
Interest on participant loans2018-06-30$2,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$64,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$179,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$63,537
Employer contributions (assets) at end of year2018-06-30$2,918
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$220,887
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2018-06-30410746749
2017 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$535,790
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,169,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,133,071
Expenses. Certain deemed distributions of participant loans2017-06-30$1,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$198,674
Value of total assets at end of year2017-06-30$2,548,153
Value of total assets at beginning of year2017-06-30$3,182,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$35,378
Total interest from all sources2017-06-30$2,621
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 year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$35,378
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$142,527
Participant contributions at end of year2017-06-30$85,121
Participant contributions at beginning of year2017-06-30$67,021
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-633,988
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,548,153
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,182,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,448,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,099,487
Interest on participant loans2017-06-30$2,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$-70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$12,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$334,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$56,147
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,133,071
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2017-06-30410746749
2016 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$189,846
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$605,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$605,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$277,845
Value of total assets at end of year2016-06-30$3,182,141
Value of total assets at beginning of year2016-06-30$3,597,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$1,555
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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$182,633
Participant contributions at end of year2016-06-30$67,021
Participant contributions at beginning of year2016-06-30$27,809
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$7,808
Other income not declared elsewhere2016-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-415,207
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,182,141
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,597,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,099,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,525,764
Interest on participant loans2016-06-30$1,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$-65
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$12,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$31,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-89,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$95,212
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$2,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$605,053
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2016-06-30410746749
2015 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$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$348,925
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$760,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$718,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$307,816
Value of total assets at end of year2015-06-30$3,597,348
Value of total assets at beginning of year2015-06-30$4,008,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$41,293
Total interest from all sources2015-06-30$727
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 year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$219,825
Participant contributions at end of year2015-06-30$27,809
Participant contributions at beginning of year2015-06-30$27,394
Participant contributions at end of year2015-06-30$7,808
Participant contributions at beginning of year2015-06-30$7,577
Other income not declared elsewhere2015-06-30$15,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-411,349
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,597,348
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,008,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$14,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,525,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,787,329
Interest on participant loans2015-06-30$784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$-57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$31,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$182,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$24,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$87,991
Employer contributions (assets) at end of year2015-06-30$2,567
Employer contributions (assets) at beginning of year2015-06-30$2,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$718,981
Contract administrator fees2015-06-30$26,341
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BRUNER-COX, LLP
Accountancy firm EIN2015-06-30340641962
2014 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$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$0
Total income from all sources (including contributions)2014-06-30$807,494
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$149,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$148,769
Expenses. Certain deemed distributions of participant loans2014-06-30$974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$284,907
Value of total assets at end of year2014-06-30$4,008,697
Value of total assets at beginning of year2014-06-30$3,350,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$864
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 year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$199,753
Participant contributions at end of year2014-06-30$27,394
Participant contributions at beginning of year2014-06-30$20,778
Participant contributions at end of year2014-06-30$7,577
Participant contributions at beginning of year2014-06-30$7,114
Other income not declared elsewhere2014-06-30$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$657,751
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,008,697
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,350,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,787,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,197,307
Interest on participant loans2014-06-30$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$-62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$182,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$118,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$521,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$85,154
Employer contributions (assets) at end of year2014-06-30$2,719
Employer contributions (assets) at beginning of year2014-06-30$2,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$148,769
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BRUNER-COX, LLP
Accountancy firm EIN2014-06-30340641962
2013 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$583,657
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$212,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$212,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$261,079
Value of total assets at end of year2013-06-30$3,350,946
Value of total assets at beginning of year2013-06-30$2,979,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$691
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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$195,767
Participant contributions at end of year2013-06-30$20,778
Participant contributions at beginning of year2013-06-30$15,342
Participant contributions at end of year2013-06-30$7,114
Participant contributions at beginning of year2013-06-30$9,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$371,333
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,350,946
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,979,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,197,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,823,905
Interest on participant loans2013-06-30$691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$118,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$127,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$321,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$65,312
Employer contributions (assets) at end of year2013-06-30$2,313
Employer contributions (assets) at beginning of year2013-06-30$3,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$212,324
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BRUNER-COX, LLP
Accountancy firm EIN2013-06-30340641962
2012 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
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$171,688
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$305,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$305,100
Expenses. Certain deemed distributions of participant loans2012-06-30$688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$294,981
Value of total assets at end of year2012-06-30$2,979,613
Value of total assets at beginning of year2012-06-30$3,113,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$766
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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$203,498
Participant contributions at end of year2012-06-30$15,342
Participant contributions at beginning of year2012-06-30$25,923
Participant contributions at end of year2012-06-30$9,269
Participant contributions at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-134,100
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,979,613
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,113,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,823,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,039,807
Interest on participant loans2012-06-30$766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$127,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$47,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-124,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$91,483
Employer contributions (assets) at end of year2012-06-30$3,359
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$305,100
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BRUNER-COX, LLP
Accountancy firm EIN2012-06-30340641962
2011 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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$804,624
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$245,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$244,114
Expenses. Certain deemed distributions of participant loans2011-06-30$1,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$267,354
Value of total assets at end of year2011-06-30$3,113,513
Value of total assets at beginning of year2011-06-30$2,554,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$692
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 year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$100,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$191,809
Participant contributions at end of year2011-06-30$25,923
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$-200
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$200
Other income not declared elsewhere2011-06-30$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$559,451
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,113,513
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,554,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,039,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,520,151
Interest on participant loans2011-06-30$1,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$47,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$33,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$536,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$75,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$244,114
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BRUNER-COX, LLP
Accountancy firm EIN2011-06-30340641962
2010 : CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN

2021: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CHILD AND ADOLESCENT BEHAVIORAL HEALTH 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062253I
Policy instance 1
Insurance contract or identification number062253I
Number of Individuals Covered164
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062253I
Policy instance 1
Insurance contract or identification number062253I
Number of Individuals Covered129
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062253I
Policy instance 1
Insurance contract or identification number062253I
Number of Individuals Covered128
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KJ1N
Policy instance 2
Insurance contract or identification numberGAP-B2-KJ1N
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KJ1N
Policy instance 1
Insurance contract or identification numberGAP-B2-KJ1N
Number of Individuals Covered6
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WD97
Policy instance 1
Insurance contract or identification numberGAP-B2-WD97
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KJ1N
Policy instance 2
Insurance contract or identification numberGAP-B2-KJ1N
Number of Individuals Covered6
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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