401k Plan data: CENTERPOINTE 401(K) PLAN plan

CENTERPOINTE 401(K) PLAN 401k Plan overview

Plan Name	CENTERPOINTE 401(K) PLAN
Plan identification number	001

CENTERPOINTE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: CENTERPOINTE BEHAVIORAL HEALTH SYSTEM

Employer identification number (EIN): 475495628

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTERPOINTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for CENTERPOINTE 401(K) PLAN

401k plan membership statisitcs for CENTERPOINTE 401(K) PLAN

Measure Date Value
2022: CENTERPOINTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,295
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CENTERPOINTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,040
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 567
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 643
Total of all active and inactive participants 2021-01-01 1,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,210
Number of participants with account balances 2021-01-01 1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CENTERPOINTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 978
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 588
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 368
Total of all active and inactive participants 2020-01-01 956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 956
Number of participants with account balances 2020-01-01 793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 70
2019: CENTERPOINTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 709
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 178
Total of all active and inactive participants 2019-01-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 887
Number of participants with account balances 2019-01-01 601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 31
2018: CENTERPOINTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 817
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 581
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 118
Total of all active and inactive participants 2018-01-01 699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 700
Number of participants with account balances 2018-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21

Measure	Date	Value
2022: CENTERPOINTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,295
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CENTERPOINTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,040
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	567
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	643
Total of all active and inactive participants	2021-01-01	1,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,210
Number of participants with account balances	2021-01-01	1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CENTERPOINTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	978
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	588
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	368
Total of all active and inactive participants	2020-01-01	956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	956
Number of participants with account balances	2020-01-01	793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	70
2019: CENTERPOINTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	709
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	178
Total of all active and inactive participants	2019-01-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	887
Number of participants with account balances	2019-01-01	601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	31
2018: CENTERPOINTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	817
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	581
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	118
Total of all active and inactive participants	2018-01-01	699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	700
Number of participants with account balances	2018-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21

Financial Data on CENTERPOINTE 401(K) PLAN

Measure	Date	Value
2022 : CENTERPOINTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-27	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-27	$25,333
Total income from all sources (including contributions)	2022-05-27	$-2,028,911
Total loss/gain on sale of assets	2022-05-27	$0
Total of all expenses incurred	2022-05-27	$15,088,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-27	$14,987,603
Value of total corrective distributions	2022-05-27	$886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-27	$-238
Value of total assets at end of year	2022-05-27	$0
Value of total assets at beginning of year	2022-05-27	$17,142,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-27	$100,118
Total interest from all sources	2022-05-27	$1,307
Total dividends received (eg from common stock, registered investment company shares)	2022-05-27	$8,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-05-27	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-27	$8,419
Was this plan covered by a fidelity bond	2022-05-27	Yes
Value of fidelity bond cover	2022-05-27	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-27	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-27	No
Contributions received from participants	2022-05-27	$-155
Participant contributions at beginning of year	2022-05-27	$163,445
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-27	$2,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-05-27	$25,333
Other income not declared elsewhere	2022-05-27	$3,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-27	No
Value of net income/loss	2022-05-27	$-17,117,518
Value of net assets at end of year (total assets less liabilities)	2022-05-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-05-27	$17,117,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-27	No
Were any leases to which the plan was party in default or uncollectible	2022-05-27	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-27	$16,567,276
Interest on participant loans	2022-05-27	$1,307
Income. Interest from loans (other than to participants)	2022-05-27	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-27	$408,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-27	$-2,041,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-27	No
Was there a failure to transmit to the plan any participant contributions	2022-05-27	No
Has the plan failed to provide any benefit when due under the plan	2022-05-27	No
Contributions received in cash from employer	2022-05-27	$-2,606
Employer contributions (assets) at beginning of year	2022-05-27	$3,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-27	$14,987,603
Contract administrator fees	2022-05-27	$100,118
Did the plan have assets held for investment	2022-05-27	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-27	Yes
Opinion of an independent qualified public accountant for this plan	2022-05-27	Unqualified
Accountancy firm name	2022-05-27	ARMANINO LLP
Accountancy firm EIN	2022-05-27	946214841
2021 : CENTERPOINTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$25,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,376,315
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,994,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,882,416
Value of total corrective distributions	2021-12-31	$16,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,113,491
Value of total assets at end of year	2021-12-31	$17,142,851
Value of total assets at beginning of year	2021-12-31	$14,735,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$95,306
Total interest from all sources	2021-12-31	$6,924
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$186,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$186,802
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,501,706
Participant contributions at end of year	2021-12-31	$163,445
Participant contributions at beginning of year	2021-12-31	$126,056
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$243,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$25,333
Other income not declared elsewhere	2021-12-31	$9,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,381,788
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,117,518
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,735,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,567,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,061,224
Interest on participant loans	2021-12-31	$6,924
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$408,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$546,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,059,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$368,266
Employer contributions (assets) at end of year	2021-12-31	$3,382
Employer contributions (assets) at beginning of year	2021-12-31	$2,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,882,416
Contract administrator fees	2021-12-31	$95,306
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : CENTERPOINTE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,074,827
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,103,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,017,205
Value of total corrective distributions	2020-12-31	$27,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,977,333
Value of total assets at end of year	2020-12-31	$14,735,730
Value of total assets at beginning of year	2020-12-31	$12,764,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$59,415
Total interest from all sources	2020-12-31	$7,658
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$168,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$168,415
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,284,262
Participant contributions at end of year	2020-12-31	$126,056
Participant contributions at beginning of year	2020-12-31	$154,139
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$20,231
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$355,810
Other income not declared elsewhere	2020-12-31	$15,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,970,968
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,735,730
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,764,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,061,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,792,275
Interest on participant loans	2020-12-31	$7,658
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$546,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$792,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,905,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$337,261
Employer contributions (assets) at end of year	2020-12-31	$2,034
Employer contributions (assets) at beginning of year	2020-12-31	$5,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,017,205
Contract administrator fees	2020-12-31	$59,415
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : CENTERPOINTE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,284,617
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,198,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,159,323
Value of total corrective distributions	2019-12-31	$9
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,253,070
Value of total assets at end of year	2019-12-31	$12,764,762
Value of total assets at beginning of year	2019-12-31	$9,678,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,884
Total interest from all sources	2019-12-31	$7,604
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$202,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$202,480
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,155,281
Participant contributions at end of year	2019-12-31	$154,139
Participant contributions at beginning of year	2019-12-31	$98,559
Participant contributions at end of year	2019-12-31	$20,231
Participant contributions at beginning of year	2019-12-31	$38,360
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$810,346
Other income not declared elsewhere	2019-12-31	$17,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,086,401
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,764,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,678,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,792,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,530,397
Interest on participant loans	2019-12-31	$7,604
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$792,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,804,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$287,443
Employer contributions (assets) at end of year	2019-12-31	$5,567
Employer contributions (assets) at beginning of year	2019-12-31	$11,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,159,323
Contract administrator fees	2019-12-31	$38,884
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2019-12-31	431001367
2018 : CENTERPOINTE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$857,641
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,492,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,459,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,324,401
Value of total assets at end of year	2018-12-31	$9,678,361
Value of total assets at beginning of year	2018-12-31	$10,313,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$33,236
Total interest from all sources	2018-12-31	$6,093
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$408,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$408,090
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$884,881
Participant contributions at end of year	2018-12-31	$98,559
Participant contributions at beginning of year	2018-12-31	$92,714
Participant contributions at end of year	2018-12-31	$38,360
Participant contributions at beginning of year	2018-12-31	$25,017
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$211,264
Administrative expenses (other) incurred	2018-12-31	$17,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-634,748
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,678,361
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,313,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,530,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,361,831
Interest on participant loans	2018-12-31	$5,103
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$824,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-880,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$228,256
Employer contributions (assets) at end of year	2018-12-31	$11,045
Employer contributions (assets) at beginning of year	2018-12-31	$8,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,459,153
Contract administrator fees	2018-12-31	$15,890
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2018-12-31	431001367

Form 5500 Responses for CENTERPOINTE 401(K) PLAN

2022: CENTERPOINTE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CENTERPOINTE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CENTERPOINTE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CENTERPOINTE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CENTERPOINTE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

Policy instance

Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-05-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

Policy instance

Number of Individuals Covered	1094
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

Policy instance

Number of Individuals Covered	793
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

N/A

Policy instance

Insurance contract or identification number	N/A
Number of Individuals Covered	793
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

Policy instance

Number of Individuals Covered	601
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CENTERPOINTE BEHAVIORAL HEALTH SYSTEM
Employer identification number (EIN):	475495628
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)