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EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WESTBROOK HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTBROOK HEALTH SERVICES, INC.
Employer identification number (EIN):550484662
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANNA WEBER ANNA WEBER2018-04-12
0012015-07-01JANET TYRE JANET TYRE2017-03-28
0012014-07-01JANET TYRE JANET TYRE2016-04-13
0012013-07-01JANET TYRE JANET TYRE2015-01-29
0012012-07-01JANET TYRE JANET TYRE2014-03-18
0012011-07-01JANET S. TYRE JANET S. TYRE2013-03-05
0012009-07-01JANET TYRE JANET TYRE2011-04-15

Plan Statistics for EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01609
Total number of active participants reported on line 7a of the Form 55002021-07-01243
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01297
Total of all active and inactive participants2021-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0111
Total participants2021-07-01551
Number of participants with account balances2021-07-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0129
2020: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01584
Total number of active participants reported on line 7a of the Form 55002020-07-01320
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01277
Total of all active and inactive participants2020-07-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-019
Total participants2020-07-01606
Number of participants with account balances2020-07-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0126
2019: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01586
Total number of active participants reported on line 7a of the Form 55002019-07-01302
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01276
Total of all active and inactive participants2019-07-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-01586
Number of participants with account balances2019-07-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0130
2018: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01583
Total number of active participants reported on line 7a of the Form 55002018-07-01311
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01267
Total of all active and inactive participants2018-07-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-018
Total participants2018-07-01586
Number of participants with account balances2018-07-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0137
2017: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01568
Total number of active participants reported on line 7a of the Form 55002017-07-01402
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01178
Total of all active and inactive participants2017-07-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01583
Number of participants with account balances2017-07-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0126
2016: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01527
Total number of active participants reported on line 7a of the Form 55002016-07-01395
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01169
Total of all active and inactive participants2016-07-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01568
Number of participants with account balances2016-07-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0142
2015: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01557
Total number of active participants reported on line 7a of the Form 55002015-07-01367
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01158
Total of all active and inactive participants2015-07-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01527
Number of participants with account balances2015-07-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0172
2014: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01514
Total number of active participants reported on line 7a of the Form 55002014-07-01399
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01155
Total of all active and inactive participants2014-07-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01557
Number of participants with account balances2014-07-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0141
2013: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01522
Total number of active participants reported on line 7a of the Form 55002013-07-01371
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01138
Total of all active and inactive participants2013-07-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01514
Number of participants with account balances2013-07-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0129
2012: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01480
Total number of active participants reported on line 7a of the Form 55002012-07-01404
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01112
Total of all active and inactive participants2012-07-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-016
Total participants2012-07-01522
Number of participants with account balances2012-07-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0119
2011: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01386
Total number of active participants reported on line 7a of the Form 55002011-07-01359
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01116
Total of all active and inactive participants2011-07-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01480
Number of participants with account balances2011-07-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0121
2009: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01395
Total number of active participants reported on line 7a of the Form 55002009-07-01282
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0176
Total of all active and inactive participants2009-07-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-014
Total participants2009-07-01362
Number of participants with account balances2009-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-377,401
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$975,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$946,886
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$601,475
Value of total assets at end of year2022-06-30$7,118,925
Value of total assets at beginning of year2022-06-30$8,471,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$28,260
Total interest from all sources2022-06-30$12,297
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$302,549
Participant contributions at end of year2022-06-30$60,024
Participant contributions at beginning of year2022-06-30$122,945
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$857
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$28,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,352,547
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,118,925
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,471,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,775,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,063,321
Interest on participant loans2022-06-30$4,168
Interest earned on other investments2022-06-30$8,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,283,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,285,206
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-991,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$298,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$946,886
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2022-06-30550621482
2021 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,483,921
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$736,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$731,990
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$712,540
Value of total assets at end of year2021-06-30$8,471,471
Value of total assets at beginning of year2021-06-30$6,723,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,011
Total interest from all sources2021-06-30$20,668
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$361,398
Participant contributions at end of year2021-06-30$122,944
Participant contributions at beginning of year2021-06-30$170,202
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$34,416
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$4,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,747,920
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,471,471
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,723,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,063,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,217,817
Interest on participant loans2021-06-30$7,752
Interest earned on other investments2021-06-30$12,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,285,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,335,532
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,750,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$316,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$731,990
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2021-06-30341310124
2020 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$938,171
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,068,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,055,811
Expenses. Certain deemed distributions of participant loans2020-06-30$8,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$726,596
Value of total assets at end of year2020-06-30$6,723,551
Value of total assets at beginning of year2020-06-30$6,853,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,761
Total interest from all sources2020-06-30$27,875
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$379,542
Participant contributions at end of year2020-06-30$170,202
Participant contributions at beginning of year2020-06-30$225,343
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$3,337
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$3,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-130,030
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,723,551
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,853,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,217,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,299,624
Interest on participant loans2020-06-30$9,973
Interest earned on other investments2020-06-30$17,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,335,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,328,614
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$183,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$343,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,055,811
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2020-06-30341310124
2019 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$914,529
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$508,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$502,286
Expenses. Certain deemed distributions of participant loans2019-06-30$2,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$629,206
Value of total assets at end of year2019-06-30$6,853,581
Value of total assets at beginning of year2019-06-30$6,447,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,885
Total interest from all sources2019-06-30$26,302
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$318,116
Participant contributions at end of year2019-06-30$225,343
Participant contributions at beginning of year2019-06-30$169,047
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$40,647
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$406,183
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,853,581
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,447,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$5,299,624
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,067,656
Interest on participant loans2019-06-30$8,975
Interest earned on other investments2019-06-30$17,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,328,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,210,695
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$259,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$270,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$502,286
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2019-06-30341310124
2018 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,058,955
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,306,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,302,900
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$602,100
Value of total assets at end of year2018-06-30$6,447,398
Value of total assets at beginning of year2018-06-30$6,695,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,073
Total interest from all sources2018-06-30$19,284
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$289,525
Participant contributions at end of year2018-06-30$169,047
Participant contributions at beginning of year2018-06-30$187,708
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$650
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$4,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-248,018
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,447,398
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,695,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$5,067,656
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,976,379
Interest on participant loans2018-06-30$6,409
Interest earned on other investments2018-06-30$12,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,210,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,531,329
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$437,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$311,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,302,900
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30REA & ASSOCIATES
Accountancy firm EIN2018-06-30341310124
2017 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,389,164
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$417,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$388,504
Expenses. Certain deemed distributions of participant loans2017-06-30$22,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$754,099
Value of total assets at end of year2017-06-30$6,695,416
Value of total assets at beginning of year2017-06-30$5,723,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$6,547
Total interest from all sources2017-06-30$21,227
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$358,836
Participant contributions at end of year2017-06-30$187,708
Participant contributions at beginning of year2017-06-30$135,739
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$78,435
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$6,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$971,452
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,695,416
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,723,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,976,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,131,356
Interest on participant loans2017-06-30$6,104
Interest earned on other investments2017-06-30$15,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,531,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,456,869
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$613,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$316,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$388,504
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2017-06-30341310124
2016 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$640,757
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$256,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$238,753
Expenses. Certain deemed distributions of participant loans2016-06-30$12,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$637,746
Value of total assets at end of year2016-06-30$5,723,964
Value of total assets at beginning of year2016-06-30$5,339,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,284
Total interest from all sources2016-06-30$18,301
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$319,143
Participant contributions at end of year2016-06-30$135,739
Participant contributions at beginning of year2016-06-30$144,626
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$25,624
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$384,725
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,723,964
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,339,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,131,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,992,905
Interest on participant loans2016-06-30$5,376
Interest earned on other investments2016-06-30$12,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,456,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,201,708
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-15,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$292,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$238,753
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2016-06-30341310124
2015 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$857,270
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$172,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$164,390
Expenses. Certain deemed distributions of participant loans2015-06-30$6,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$682,314
Value of total assets at end of year2015-06-30$5,339,239
Value of total assets at beginning of year2015-06-30$4,654,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,383
Total interest from all sources2015-06-30$16,344
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$318,414
Participant contributions at end of year2015-06-30$144,626
Participant contributions at beginning of year2015-06-30$125,391
Participant contributions at beginning of year2015-06-30$12,538
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$20,445
Administrative expenses (other) incurred2015-06-30$1,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$684,990
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,339,239
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,654,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,992,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,419,267
Interest on participant loans2015-06-30$5,219
Interest earned on other investments2015-06-30$11,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,201,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,084,657
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$158,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$343,455
Employer contributions (assets) at beginning of year2015-06-30$12,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$164,390
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2015-06-30341310124
2014 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,262,491
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$272,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$260,062
Expenses. Certain deemed distributions of participant loans2014-06-30$10,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$698,895
Value of total assets at end of year2014-06-30$4,654,249
Value of total assets at beginning of year2014-06-30$3,664,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,820
Total interest from all sources2014-06-30$14,026
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$339,065
Participant contributions at end of year2014-06-30$125,391
Participant contributions at beginning of year2014-06-30$104,975
Participant contributions at end of year2014-06-30$12,538
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$54,744
Administrative expenses (other) incurred2014-06-30$1,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$989,651
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,654,249
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,664,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,419,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,671,861
Interest on participant loans2014-06-30$4,416
Interest earned on other investments2014-06-30$9,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,084,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$887,762
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$549,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$305,086
Employer contributions (assets) at end of year2014-06-30$12,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$260,062
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2014-06-30341310124
2013 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$988,734
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$95,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$92,679
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$659,166
Value of total assets at end of year2013-06-30$3,664,598
Value of total assets at beginning of year2013-06-30$2,771,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,297
Total interest from all sources2013-06-30$14,403
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$326,536
Participant contributions at end of year2013-06-30$104,975
Participant contributions at beginning of year2013-06-30$109,465
Participant contributions at beginning of year2013-06-30$9,823
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$49,261
Administrative expenses (other) incurred2013-06-30$3,297
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$892,758
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,664,598
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,771,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,671,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,990,666
Interest on participant loans2013-06-30$4,633
Interest earned on other investments2013-06-30$9,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$887,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$655,008
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$315,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$283,369
Employer contributions (assets) at beginning of year2013-06-30$6,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$92,679
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2013-06-30341310124
2012 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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$493,674
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$303,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$255,747
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$443,935
Value of total assets at end of year2012-06-30$2,771,840
Value of total assets at beginning of year2012-06-30$2,581,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$47,792
Total interest from all sources2012-06-30$15,255
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$260,382
Participant contributions at end of year2012-06-30$109,465
Participant contributions at beginning of year2012-06-30$50,577
Participant contributions at end of year2012-06-30$9,823
Participant contributions at beginning of year2012-06-30$8,880
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,516
Other income not declared elsewhere2012-06-30$34,653
Administrative expenses (other) incurred2012-06-30$47,792
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$190,135
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,771,840
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,581,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,990,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,870,595
Interest on participant loans2012-06-30$2,824
Interest earned on other investments2012-06-30$12,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$655,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$646,784
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-169
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 contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$181,037
Employer contributions (assets) at end of year2012-06-30$6,878
Employer contributions (assets) at beginning of year2012-06-30$4,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$255,747
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30REA & ASSOCIATES, INC
Accountancy firm EIN2012-06-30341310124
2011 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$734,701
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$196,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$191,779
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$366,953
Value of total assets at end of year2011-06-30$2,581,705
Value of total assets at beginning of year2011-06-30$2,043,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,256
Total interest from all sources2011-06-30$15,662
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$228,631
Participant contributions at end of year2011-06-30$50,577
Participant contributions at beginning of year2011-06-30$45,055
Participant contributions at end of year2011-06-30$4,869
Participant contributions at beginning of year2011-06-30$4,893
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Administrative expenses (other) incurred2011-06-30$4,256
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$538,666
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,581,705
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,043,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,870,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,372,676
Interest on participant loans2011-06-30$1,593
Interest earned on other investments2011-06-30$14,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$646,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$612,511
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$352,086
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$138,322
Employer contributions (assets) at end of year2011-06-30$8,880
Employer contributions (assets) at beginning of year2011-06-30$7,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$191,779
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
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 name2011-06-30REA & ASSOCIATES, INC.
Accountancy firm EIN2011-06-30341310124
2010 : EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

2021: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered551
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,266
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1266
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered606
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,266
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1266
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered586
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $737
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees737
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered586
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,298
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3298
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered583
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,165
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered527
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $492
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees492
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered557
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $463
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees463
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered514
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,790
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1790
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered522
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $495
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees154
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDAVID HOLETS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered480
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $561
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007141I
Policy instance 1
Insurance contract or identification number007141I
Number of Individuals Covered386
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,326
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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