Logo

LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 401k Plan overview

Plan NameLAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN
Plan identification number 001

LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC has sponsored the creation of one or more 401k plans.

Company Name:LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC
Employer identification number (EIN):351168040
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADRIAN WOODARD2024-10-11
0012022-01-01ADRIAN WOODARD2023-04-21 ADRIAN WOODARD2023-04-21
0012020-01-01ANDREW NIELSEN2021-08-02 ANDREW NIELSEN2021-08-02
0012019-01-01ANDREW NIELSEN2020-08-11 ANDREW NIELSEN2020-08-11
0012018-01-01ANDREW NIELSEN2019-07-31 ANDREW NIELSEN2019-07-31
0012017-01-01ANDREW NIELSEN2018-07-25 ANDREW NIELSEN2018-07-25
0012016-01-01STEPHANIE CLENDENEN2017-02-01 STEPHANIE CLENDENEN2017-02-01
0012015-01-01STEPHANIE CLENDENEN2016-06-06 STEPHANIE CLENDENEN2016-06-06
0012014-01-01STEPHANIE CLENDENEN2015-03-19 STEPHANIE CLENDENEN2015-03-19
0012013-07-01STEPHANIE CLENDENEN2014-10-13 STEPHANIE CLENDENEN2014-10-13
0012012-07-01STEPHANIE CLENDENEN STEPHANIE CLENDENEN2014-04-15
0012011-07-01STEPHANIE CLENDENEN STEPHANIE CLENDENEN2013-04-05
0012006-07-01STEPHANIE CLENDENEN STEPHANIE CLENDENEN2013-05-03
0012006-07-01STEPHANIE CLENDENEN

Plan Statistics for LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN

401k plan membership statisitcs for LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN

Measure Date Value
2012: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01137
Total number of active participants reported on line 7a of the Form 55002012-07-01103
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0115
Total of all active and inactive participants2012-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01118
Number of participants with account balances2012-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01135
Total number of active participants reported on line 7a of the Form 55002011-07-01103
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01119
Number of participants with account balances2011-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2006: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01102
Total number of active participants reported on line 7a of the Form 55002006-07-01105
Total of all active and inactive participants2006-07-01105
Total participants2006-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010

Financial Data on LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN

Measure Date Value
2013 : LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$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$603,449
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$352,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$320,660
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$294,373
Value of total assets at end of year2013-06-30$3,445,912
Value of total assets at beginning of year2013-06-30$3,194,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$31,824
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$36,168
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$34,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$34,693
Administrative expenses professional fees incurred2013-06-30$19,295
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
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
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$140,700
Participant contributions at end of year2013-06-30$145,351
Participant contributions at beginning of year2013-06-30$106,414
Participant contributions at end of year2013-06-30$6,434
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,975
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$338
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$250,965
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,445,912
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,194,947
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,263,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,941,230
Interest on participant loans2013-06-30$4,772
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$31,396
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,025,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,147,303
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$237,877
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
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 contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$149,698
Employer contributions (assets) at end of year2013-06-30$5,733
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$320,660
Contract administrator fees2013-06-30$12,529
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
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
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
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 name2013-06-30BLUE & CO., LLC
Accountancy firm EIN2013-06-30351178661
2012 : LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
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$317,836
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$469,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$455,878
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$278,520
Value of total assets at end of year2012-06-30$3,194,947
Value of total assets at beginning of year2012-06-30$3,346,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$13,349
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$42,434
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$31,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$31,618
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
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
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$126,026
Participant contributions at end of year2012-06-30$106,414
Participant contributions at beginning of year2012-06-30$133,130
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$4,988
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$149
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-151,391
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,194,947
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,346,338
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,941,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,933,261
Interest on participant loans2012-06-30$6,122
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$36,312
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,147,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,269,779
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-34,885
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
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$152,494
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$5,180
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$455,878
Contract administrator fees2012-06-30$13,349
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
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
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
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 name2012-06-30CROWEHORWATHLLP
Accountancy firm EIN2012-06-30350921680
2011 : LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$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$704,072
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$390,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$377,494
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$254,647
Value of total assets at end of year2011-06-30$3,346,338
Value of total assets at beginning of year2011-06-30$3,033,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$13,459
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$43,237
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$30,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$30,877
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
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
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$122,406
Participant contributions at end of year2011-06-30$133,130
Participant contributions at beginning of year2011-06-30$121,758
Participant contributions at end of year2011-06-30$4,988
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$128
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$313,119
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,346,338
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,033,219
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,933,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,599,205
Interest on participant loans2011-06-30$6,091
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$37,146
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,269,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,312,256
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$375,183
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
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$132,241
Employer contributions (assets) at end of year2011-06-30$5,180
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$377,494
Contract administrator fees2011-06-30$13,459
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
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 name2011-06-30CROWEHORWATH, LLP
Accountancy firm EIN2011-06-30350921680

Form 5500 Responses for LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN

2012: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
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 planYes
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: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
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 planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2006: LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC. 403(B) PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedYes
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered118
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,038
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,038
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered119
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,382
Total amount of fees paid to insurance companyUSD $1,440
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered101
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,949
Total amount of fees paid to insurance companyUSD $1,815
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1