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COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameCOASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN
Plan identification number 001

COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COASTAL BEHAVIORAL HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL BEHAVIORAL HEALTHCARE, INC.
Employer identification number (EIN):591432136
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about COASTAL BEHAVIORAL HEALTHCARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-01-02
Company Identification Number: 725154
Legal Registered Office Address: 4579 Northgate Ct

SARASOTA

34234

More information about COASTAL BEHAVIORAL HEALTHCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01
0012018-07-01VICTORIA TIUTYAMA2020-07-15 VICTORIA TIUTYAMA2020-07-15
0012017-07-01
0012017-07-01
0012016-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2018-04-16
0012015-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2017-04-17
0012014-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2016-04-15
0012013-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2015-04-15
0012012-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2014-04-15
0012011-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2013-04-15
0012009-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2011-04-15

Plan Statistics for COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN

401k plan membership statisitcs for COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN

Measure Date Value
2020: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01242
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-010
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01174
Total number of active participants reported on line 7a of the Form 55002019-07-01151
Number of retired or separated participants receiving benefits2019-07-0116
Number of other retired or separated participants entitled to future benefits2019-07-01171
Total of all active and inactive participants2019-07-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01338
Number of participants with account balances2019-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01195
Total number of active participants reported on line 7a of the Form 55002018-07-0117
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01157
Total of all active and inactive participants2018-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01174
Number of participants with account balances2018-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01195
Total number of active participants reported on line 7a of the Form 55002017-07-0120
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01160
Total of all active and inactive participants2017-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01180
Number of participants with account balances2017-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01204
Total number of active participants reported on line 7a of the Form 55002016-07-0142
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01153
Total of all active and inactive participants2016-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01195
Number of participants with account balances2016-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01215
Total number of active participants reported on line 7a of the Form 55002015-07-0148
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01156
Total of all active and inactive participants2015-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01204
Number of participants with account balances2015-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01231
Total number of active participants reported on line 7a of the Form 55002014-07-0153
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01162
Total of all active and inactive participants2014-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01215
Number of participants with account balances2014-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01251
Total number of active participants reported on line 7a of the Form 55002013-07-0165
Number of retired or separated participants receiving benefits2013-07-01166
Total of all active and inactive participants2013-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01231
Number of participants with account balances2013-07-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01293
Total number of active participants reported on line 7a of the Form 55002012-07-01114
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01157
Total of all active and inactive participants2012-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01271
Number of participants with account balances2012-07-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01293
Total number of active participants reported on line 7a of the Form 55002011-07-01114
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01157
Total of all active and inactive participants2011-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01271
Number of participants with account balances2011-07-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0110
2009: COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01293
Total number of active participants reported on line 7a of the Form 55002009-07-01122
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01150
Total of all active and inactive participants2009-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01273
Number of participants with account balances2009-07-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN

Measure Date Value
2020 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-11-01$5,075,573
Total income from all sources (including contributions)2020-11-01$239,708
Total of all expenses incurred2020-11-01$8,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-01$8,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-01$30,373
Value of total assets at end of year2020-11-01$0
Value of total assets at beginning of year2020-11-01$4,844,303
Total interest from all sources2020-11-01$77
Total dividends received (eg from common stock, registered investment company shares)2020-11-01$15,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-11-01$0
Total dividends received from registered investment company shares (eg mutual funds)2020-11-01$15,462
Was this plan covered by a fidelity bond2020-11-01Yes
Value of fidelity bond cover2020-11-01$500,000
If this is an individual account plan, was there a blackout period2020-11-01No
Were there any nonexempt tranactions with any party-in-interest2020-11-01No
Contributions received from participants2020-11-01$30,373
Participant contributions at beginning of year2020-11-01$82,860
Participant contributions at beginning of year2020-11-01$5,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-01No
Value of net income/loss2020-11-01$231,270
Value of net assets at end of year (total assets less liabilities)2020-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2020-11-01$4,844,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-01No
Were any leases to which the plan was party in default or uncollectible2020-11-01No
Value of interest in pooled separate accounts at beginning of year2020-11-01$2,646,043
Interest on participant loans2020-11-01$77
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-11-01$132,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-11-01$132,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-11-01$1,977,658
Net investment gain/loss from pooled separate accounts2020-11-01$193,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-01No
Was there a failure to transmit to the plan any participant contributions2020-11-01No
Has the plan failed to provide any benefit when due under the plan2020-11-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-01$8,438
Did the plan have assets held for investment2020-11-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-01Yes
Opinion of an independent qualified public accountant for this plan2020-11-01Disclaimer
Accountancy firm name2020-11-01PURVIS, GRAY AND COMPANY, LLP
Accountancy firm EIN2020-11-01590548468
Total income from all sources (including contributions)2020-06-30$230,102
Total of all expenses incurred2020-06-30$204,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$198,958
Expenses. Certain deemed distributions of participant loans2020-06-30$5,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$169,427
Value of total assets at end of year2020-06-30$4,844,303
Value of total assets at beginning of year2020-06-30$4,818,522
Total interest from all sources2020-06-30$2,363
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$51,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$51,202
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$159,812
Participant contributions at end of year2020-06-30$82,860
Participant contributions at beginning of year2020-06-30$101,732
Participant contributions at end of year2020-06-30$5,647
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$9,615
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$25,781
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,844,303
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,818,522
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 beginning of year2020-06-30$2,865,746
Value of interest in pooled separate accounts at end of year2020-06-30$2,646,043
Interest on participant loans2020-06-30$2,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$132,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$16,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$16,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,977,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,834,612
Net investment gain/loss from pooled separate accounts2020-06-30$7,110
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$198,958
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 name2020-06-30PURVIS, GRAY AND COMPANY, LLP
Accountancy firm EIN2020-06-30590548468
2019 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$369,987
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$363,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$362,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$191,925
Value of total assets at end of year2019-06-30$4,818,522
Value of total assets at beginning of year2019-06-30$4,811,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$53
Total interest from all sources2019-06-30$2,779
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$47,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$47,328
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$178,048
Participant contributions at end of year2019-06-30$101,732
Participant contributions at beginning of year2019-06-30$105,979
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$8,833
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$13,877
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$6,958
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,818,522
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,811,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,865,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,953,568
Interest on participant loans2019-06-30$2,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$16,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$9,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$9,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,834,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,733,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$127,955
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$362,976
Contract administrator fees2019-06-30$53
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 name2019-06-30CHRISTOPHER SMITH LEONARD ET AL
Accountancy firm EIN2019-06-30592142260
2018 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$594,641
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$291,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$291,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$244,696
Value of total assets at end of year2018-06-30$4,811,564
Value of total assets at beginning of year2018-06-30$4,508,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$3,216
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$45,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$45,839
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$244,696
Participant contributions at end of year2018-06-30$105,979
Participant contributions at beginning of year2018-06-30$136,057
Participant contributions at end of year2018-06-30$8,833
Participant contributions at beginning of year2018-06-30$7,307
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$302,710
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,811,564
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,508,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,953,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,708,026
Interest on participant loans2018-06-30$3,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$9,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$4,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$4,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,733,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,653,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$300,890
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$291,931
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 name2018-06-30CHRISTOPHER SMITH LEONARD ET AL
Accountancy firm EIN2018-06-30592142260
2017 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$650,610
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$214,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$214,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$205,876
Value of total assets at end of year2017-06-30$4,508,854
Value of total assets at beginning of year2017-06-30$4,072,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$3,925
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$44,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$44,501
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$204,434
Participant contributions at end of year2017-06-30$136,057
Participant contributions at beginning of year2017-06-30$161,194
Participant contributions at end of year2017-06-30$7,307
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,442
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$436,338
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,508,854
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,072,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,708,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,351,121
Interest on participant loans2017-06-30$3,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$4,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,653,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,556,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$396,308
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$214,272
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 name2017-06-30CHRISTOPHER SMITH LEONARD ET AL
Accountancy firm EIN2017-06-30592142260
2016 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$230,927
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$514,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$514,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$259,599
Value of total assets at end of year2016-06-30$4,072,516
Value of total assets at beginning of year2016-06-30$4,355,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$47,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$47,487
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$214,027
Participant contributions at end of year2016-06-30$161,194
Participant contributions at beginning of year2016-06-30$212,562
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$45,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-283,396
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,072,516
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,355,912
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$2,351,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,663,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$18,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$18,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,556,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,461,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-76,159
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$514,323
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 name2016-06-30CHRISTOPHER SMITH LEONARD
Accountancy firm EIN2016-06-30592142260
2015 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$401,346
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$429,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$429,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$264,018
Value of total assets at end of year2015-06-30$4,355,912
Value of total assets at beginning of year2015-06-30$4,384,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$43,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$43,024
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$211,317
Participant contributions at end of year2015-06-30$212,562
Participant contributions at beginning of year2015-06-30$223,527
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$9,865
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$52,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-28,286
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,355,912
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,384,198
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$2,663,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,843,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$18,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$20,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$20,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,461,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,286,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$94,304
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$429,632
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 name2015-06-30CHRISTOPHER SMITH LEONARD
Accountancy firm EIN2015-06-30592142260
2014 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$771,186
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$215,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$215,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$219,018
Value of total assets at end of year2014-06-30$4,384,198
Value of total assets at beginning of year2014-06-30$3,828,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$42,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$42,274
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
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$219,018
Participant contributions at end of year2014-06-30$223,527
Participant contributions at beginning of year2014-06-30$234,611
Participant contributions at end of year2014-06-30$9,865
Participant contributions at beginning of year2014-06-30$9,554
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$555,467
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,384,198
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,828,731
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$2,843,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,290,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$20,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$16,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$16,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,286,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,277,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$509,894
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$215,719
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 name2014-06-30CHRISTOPHER SMITH LEONARD ET AL
Accountancy firm EIN2014-06-30592142260
2013 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$691,405
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$889,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$889,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$260,478
Value of total assets at end of year2013-06-30$3,828,731
Value of total assets at beginning of year2013-06-30$4,026,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$44,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$44,099
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$252,847
Participant contributions at end of year2013-06-30$234,611
Participant contributions at beginning of year2013-06-30$217,525
Participant contributions at end of year2013-06-30$9,554
Participant contributions at beginning of year2013-06-30$10,936
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$7,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-197,741
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,828,731
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,026,472
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$2,290,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,446,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$16,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$42,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$42,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,277,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,308,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$386,828
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
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$889,146
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 name2013-06-30CHRISTOPHER SMITH LEONARD ET AL
Accountancy firm EIN2013-06-30592142260
2012 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 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$428,104
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$528,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$528,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$416,448
Value of total assets at end of year2012-06-30$4,026,472
Value of total assets at beginning of year2012-06-30$4,127,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$140
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$48,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$48,558
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
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$324,718
Participant contributions at end of year2012-06-30$217,525
Participant contributions at beginning of year2012-06-30$206,875
Participant contributions at end of year2012-06-30$10,936
Participant contributions at beginning of year2012-06-30$10,917
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$57,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-100,640
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,026,472
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,127,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,446,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,493,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$42,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$53,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$53,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,308,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,360,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-36,902
Net gain/loss from 103.12 investment entities2012-06-30$-36,902
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$34,710
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$2,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$528,604
Contract administrator fees2012-06-30$140
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 name2012-06-30CHRISTOPHER, SMITH, LEONARD ET AL
Accountancy firm EIN2012-06-30592142260
2011 : COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$951,394
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$177,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$177,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$384,439
Value of total assets at end of year2011-06-30$4,127,112
Value of total assets at beginning of year2011-06-30$3,353,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$49,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$49,393
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
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$283,202
Participant contributions at end of year2011-06-30$206,875
Participant contributions at beginning of year2011-06-30$217,279
Participant contributions at end of year2011-06-30$10,917
Participant contributions at beginning of year2011-06-30$11,216
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$44,197
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$773,428
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,127,112
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,353,684
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$2,493,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,880,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$53,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,360,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,245,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$517,562
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$57,040
Employer contributions (assets) at end of year2011-06-30$2,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$177,966
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 name2011-06-30CHRISTOPHER, SMITH, LEONARD ET AL
Accountancy firm EIN2011-06-30592142260

Form 5500 Responses for COASTAL BEHAVIORAL HEALTHCARE, INC. RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Insurance policy start date2020-07-01
Insurance policy end date2020-11-01
Total amount of commissions paid to insurance brokerUSD $252
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $207
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Number of Individuals Covered159
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,357
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,812
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Number of Individuals Covered165
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Number of Individuals Covered176
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $60
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $35
Insurance broker organization code?3
Insurance broker nameGEORGE MANYAK
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Number of Individuals Covered215
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $74
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $52
Insurance broker organization code?3
Insurance broker nameDAVID HELGAGER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $104
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $84
Insurance broker organization code?3
Insurance broker nameGEORGE MANYAK
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $46
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameGREGG A. HUDAK
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $882
Total amount of fees paid to insurance companyUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09236
Policy instance 1
Insurance contract or identification number09236
Number of Individuals Covered293
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,391
Total amount of fees paid to insurance companyUSD $0
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

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