?>
Logo

CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameCHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN
Plan identification number 001

CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

2014 HEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:2014 HEALTH, LLC
Employer identification number (EIN):465717505
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES CHA2023-10-09 JAMES CHA2023-10-09
0012021-01-01JAMES CHA2022-10-14 JAMES CHA2022-10-14
0012020-01-01JAMES CHA2021-10-13 JAMES CHA2021-10-13
0012020-01-01JAMES CHA2021-11-15 JAMES CHA2021-11-15
0012019-01-01JAMES CHA2020-10-14 JAMES CHA2020-10-14
0012018-01-01JAMES CHA2019-10-14 JAMES CHA2019-10-14
0012017-01-01
0012016-01-01

Plan Statistics for CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN

401k plan membership statisitcs for CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN

Measure Date Value
2022: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,931
Total number of active participants reported on line 7a of the Form 55002022-01-011,842
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01187
Total of all active and inactive participants2022-01-012,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,029
Number of participants with account balances2022-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,643
Total number of active participants reported on line 7a of the Form 55002021-01-011,601
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01175
Total of all active and inactive participants2021-01-011,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,776
Number of participants with account balances2021-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,400
Total number of active participants reported on line 7a of the Form 55002020-01-011,417
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0199
Total of all active and inactive participants2020-01-011,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,516
Number of participants with account balances2020-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,000
Total number of active participants reported on line 7a of the Form 55002019-01-011,248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,360
Number of participants with account balances2019-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01741
Total number of active participants reported on line 7a of the Form 55002018-01-01851
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01929
Number of participants with account balances2018-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01590
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01620
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN

Measure Date Value
2022 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$3,321,494
Total of all expenses incurred2022-12-31$1,226,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,089,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,142,764
Value of total assets at end of year2022-12-31$12,869,017
Value of total assets at beginning of year2022-12-31$10,773,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,048
Total interest from all sources2022-12-31$18,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,378,225
Participant contributions at end of year2022-12-31$353,446
Participant contributions at beginning of year2022-12-31$271,749
Participant contributions at end of year2022-12-31$57,717
Participant contributions at beginning of year2022-12-31$30,409
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,433,076
Total non interest bearing cash at end of year2022-12-31$15,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,095,434
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,869,017
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,773,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,303,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,349,514
Interest on participant loans2022-12-31$18,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,840,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,331,463
Employer contributions (assets) at end of year2022-12-31$138,937
Employer contributions (assets) at beginning of year2022-12-31$121,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,089,012
Contract administrator fees2022-12-31$137,048
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,425,261
Total of all expenses incurred2021-12-31$1,036,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$979,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,399,442
Value of total assets at end of year2021-12-31$10,773,583
Value of total assets at beginning of year2021-12-31$7,384,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,491
Total interest from all sources2021-12-31$12,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,918,220
Participant contributions at end of year2021-12-31$271,749
Participant contributions at beginning of year2021-12-31$176,211
Participant contributions at end of year2021-12-31$30,409
Participant contributions at beginning of year2021-12-31$48,832
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$355,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,388,793
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,773,583
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,384,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,349,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,962,379
Interest on participant loans2021-12-31$12,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,012,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,126,098
Employer contributions (assets) at end of year2021-12-31$121,911
Employer contributions (assets) at beginning of year2021-12-31$197,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$979,977
Contract administrator fees2021-12-31$56,491
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,760,771
Total of all expenses incurred2020-12-31$642,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$594,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,877,640
Value of total assets at end of year2020-12-31$7,384,790
Value of total assets at beginning of year2020-12-31$4,266,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,228
Total interest from all sources2020-12-31$8,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,622,486
Participant contributions at end of year2020-12-31$176,211
Participant contributions at beginning of year2020-12-31$95,687
Participant contributions at end of year2020-12-31$48,832
Participant contributions at beginning of year2020-12-31$65,875
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$291,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,118,702
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,384,790
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,266,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,962,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,009,001
Interest on participant loans2020-12-31$8,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$874,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$963,190
Employer contributions (assets) at end of year2020-12-31$197,368
Employer contributions (assets) at beginning of year2020-12-31$95,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$594,841
Contract administrator fees2020-12-31$47,228
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,609,018
Total of all expenses incurred2019-12-31$445,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$423,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,075,374
Value of total assets at end of year2019-12-31$4,266,088
Value of total assets at beginning of year2019-12-31$2,102,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,818
Total interest from all sources2019-12-31$4,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,048,758
Participant contributions at end of year2019-12-31$95,687
Participant contributions at beginning of year2019-12-31$40,007
Participant contributions at end of year2019-12-31$65,875
Participant contributions at beginning of year2019-12-31$26,358
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$396,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,163,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,266,088
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,102,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,009,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,959,603
Interest on participant loans2019-12-31$4,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$529,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$630,352
Employer contributions (assets) at end of year2019-12-31$95,525
Employer contributions (assets) at beginning of year2019-12-31$76,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$423,948
Contract administrator fees2019-12-31$21,818
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,370,497
Total of all expenses incurred2018-12-31$231,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,516,858
Value of total assets at end of year2018-12-31$2,102,836
Value of total assets at beginning of year2018-12-31$963,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,747
Total interest from all sources2018-12-31$1,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$840,865
Participant contributions at end of year2018-12-31$40,007
Participant contributions at beginning of year2018-12-31$6,988
Participant contributions at end of year2018-12-31$26,358
Participant contributions at beginning of year2018-12-31$4,665
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$180,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,139,225
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,102,836
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$963,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,959,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$875,262
Interest on participant loans2018-12-31$1,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-148,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$495,111
Employer contributions (assets) at end of year2018-12-31$76,868
Employer contributions (assets) at beginning of year2018-12-31$76,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,525
Contract administrator fees2018-12-31$11,747
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$793,780
Total of all expenses incurred2017-12-31$39,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$730,961
Value of total assets at end of year2017-12-31$963,611
Value of total assets at beginning of year2017-12-31$209,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,076
Total interest from all sources2017-12-31$316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$417,077
Participant contributions at end of year2017-12-31$6,988
Participant contributions at beginning of year2017-12-31$11,668
Participant contributions at end of year2017-12-31$4,665
Participant contributions at beginning of year2017-12-31$4,968
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$40,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$753,923
Value of net assets at end of year (total assets less liabilities)2017-12-31$963,611
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$209,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$875,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$179,733
Interest on participant loans2017-12-31$316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$62,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$273,767
Employer contributions (assets) at end of year2017-12-31$76,696
Employer contributions (assets) at beginning of year2017-12-31$11,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,781
Contract administrator fees2017-12-31$2,076
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$223,839
Total of all expenses incurred2016-12-31$14,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$215,540
Value of total assets at end of year2016-12-31$209,688
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$752
Total interest from all sources2016-12-31$211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$116,052
Participant contributions at end of year2016-12-31$11,668
Participant contributions at end of year2016-12-31$4,968
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$209,688
Value of net assets at end of year (total assets less liabilities)2016-12-31$209,688
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$179,733
Interest on participant loans2016-12-31$211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$84,905
Employer contributions (assets) at end of year2016-12-31$11,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,399
Contract administrator fees2016-12-31$752
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945

Form 5500 Responses for CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN

2022: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHICAGO BEHAVIORAL HOSPITAL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HU0R
Policy instance 1
Insurance contract or identification numberGAP-CP-HU0R
Number of Individuals Covered174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC

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 S3