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COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan NameCOASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN
Plan identification number 002

COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

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. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01
0022019-07-01
0022018-07-01VICTORIA TIUTYAMA2020-07-15 VICTORIA TIUTYAMA2020-07-15
0022017-07-01
0022016-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2018-04-16
0022015-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2017-04-17
0022014-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2016-04-15
0022013-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2015-04-15
0022012-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2014-04-15
0022011-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2014-05-14
0022010-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2012-04-16
0022009-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2012-01-11
0022008-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2012-01-11
0022007-07-01JOANNE RADCLIFFE JOANNE RADCLIFFE2012-01-11

Plan Statistics for COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN

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

Measure Date Value
2020: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01263
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-0110
Number of other retired or separated participants entitled to future benefits2020-07-01167
Total of all active and inactive participants2020-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01177
Number of participants with account balances2020-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01275
Total number of active participants reported on line 7a of the Form 55002019-07-01153
Number of retired or separated participants receiving benefits2019-07-0119
Number of other retired or separated participants entitled to future benefits2019-07-01223
Total of all active and inactive participants2019-07-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01395
Number of participants with account balances2019-07-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01297
Total number of active participants reported on line 7a of the Form 55002018-07-0127
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01248
Total of all active and inactive participants2018-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01275
Number of participants with account balances2018-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01361
Total number of active participants reported on line 7a of the Form 55002017-07-0128
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01269
Total of all active and inactive participants2017-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01297
Number of participants with account balances2017-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01330
Total number of active participants reported on line 7a of the Form 55002016-07-0158
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01258
Total of all active and inactive participants2016-07-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01316
Number of participants with account balances2016-07-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01351
Total number of active participants reported on line 7a of the Form 55002015-07-0172
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01258
Total of all active and inactive participants2015-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01330
Number of participants with account balances2015-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01375
Total number of active participants reported on line 7a of the Form 55002014-07-0181
Number of other retired or separated participants entitled to future benefits2014-07-01270
Total of all active and inactive participants2014-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01351
Number of participants with account balances2014-07-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01450
Total number of active participants reported on line 7a of the Form 55002013-07-0198
Number of retired or separated participants receiving benefits2013-07-01277
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01375
Number of participants with account balances2013-07-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01463
Total number of active participants reported on line 7a of the Form 55002012-07-01205
Number of other retired or separated participants entitled to future benefits2012-07-01245
Total of all active and inactive participants2012-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01450
Number of participants with account balances2012-07-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01463
Total number of active participants reported on line 7a of the Form 55002011-07-01205
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01245
Total of all active and inactive participants2011-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01450
Number of participants with account balances2011-07-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01431
Total number of active participants reported on line 7a of the Form 55002010-07-01203
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01260
Total of all active and inactive participants2010-07-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01463
Number of participants with account balances2010-07-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0112
2009: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01461
Total number of active participants reported on line 7a of the Form 55002009-07-01186
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01244
Total of all active and inactive participants2009-07-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01431
Number of participants with account balances2009-07-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019
2008: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01465
Total number of active participants reported on line 7a of the Form 55002008-07-01221
Number of other retired or separated participants entitled to future benefits2008-07-01240
Total of all active and inactive participants2008-07-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01461
Number of participants with account balances2008-07-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-0114
2007: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01513
Total number of active participants reported on line 7a of the Form 55002007-07-01234
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-01231
Total of all active and inactive participants2007-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-01465
Number of participants with account balances2007-07-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-0123

Financial Data on COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN

Measure Date Value
2021 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$452,133
Total of all expenses incurred2021-06-30$1,589,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,589,878
Value of total assets at end of year2021-06-30$1,086,450
Value of total assets at beginning of year2021-06-30$2,224,195
Total interest from all sources2021-06-30$526
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$23,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$23,833
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at beginning of year2021-06-30$27,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,137,745
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,086,450
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,224,195
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 pooled separate accounts at end of year2021-06-30$676,141
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,215,733
Interest on participant loans2021-06-30$526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$35,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$35,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$408,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$945,183
Net investment gain/loss from pooled separate accounts2021-06-30$427,774
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,589,878
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN2021-06-30590548468
2020 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$68,924
Total of all expenses incurred2020-06-30$287,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$287,652
Value of total assets at end of year2020-06-30$2,224,195
Value of total assets at beginning of year2020-06-30$2,442,923
Total interest from all sources2020-06-30$1,439
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$27,987
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$27,987
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
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
Participant contributions at end of year2020-06-30$27,815
Participant contributions at beginning of year2020-06-30$31,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-218,728
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,224,195
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,442,923
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$1,506,430
Value of interest in pooled separate accounts at end of year2020-06-30$1,215,733
Interest on participant loans2020-06-30$1,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$35,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$945,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$901,894
Net investment gain/loss from pooled separate accounts2020-06-30$39,498
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$287,652
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 & COMPANY, LLP
Accountancy firm EIN2020-06-30590548468
2019 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE 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$106,452
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$159,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$159,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$2,442,923
Value of total assets at beginning of year2019-06-30$2,495,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$1,547
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$27,369
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$27,369
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
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$31,111
Participant contributions at beginning of year2019-06-30$36,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-52,581
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,442,923
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,495,504
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$1,506,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,555,741
Interest on participant loans2019-06-30$1,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$3,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$3,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$901,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$899,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$77,536
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$159,033
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. MONEY PURCHASE 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$198,325
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$185,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$185,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$2,495,504
Value of total assets at beginning of year2018-06-30$2,482,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$1,722
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$28,613
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$28,613
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
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$36,558
Participant contributions at beginning of year2018-06-30$43,717
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$12,992
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,495,504
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,482,512
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$1,555,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,443,818
Interest on participant loans2018-06-30$1,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$3,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$899,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$991,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$167,990
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$185,333
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. MONEY PURCHASE 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$256,220
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$209,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$209,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$2,482,512
Value of total assets at beginning of year2017-06-30$2,435,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$2,475
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$30,767
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$30,767
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
Participant contributions at end of year2017-06-30$43,717
Participant contributions at beginning of year2017-06-30$58,424
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$46,544
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,482,512
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,435,968
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$1,443,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,328,353
Interest on participant loans2017-06-30$2,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$991,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,045,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$222,978
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$209,676
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. MONEY PURCHASE 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$6,011
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$121,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$121,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$2,435,968
Value of total assets at beginning of year2016-06-30$2,551,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$-28,784
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$58,424
Participant contributions at beginning of year2016-06-30$78,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-115,360
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,435,968
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,551,328
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$1,328,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,387,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$4,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$4,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,045,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,080,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$34,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Income. Dividends from common stock2016-06-30$-28,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$121,371
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 ET AL
Accountancy firm EIN2016-06-30592142260
2015 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE 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$96,657
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$399,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$399,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$2,551,328
Value of total assets at beginning of year2015-06-30$2,853,850
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$61,287
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
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$78,586
Participant contributions at beginning of year2015-06-30$81,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-302,522
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,551,328
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,853,850
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$1,387,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,624,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$4,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$13,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$13,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,080,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,134,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$35,370
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
Income. Dividends from common stock2015-06-30$61,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$399,179
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 ET AL
Accountancy firm EIN2015-06-30592142260
2014 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE 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$345,465
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$336,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$336,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$2,853,850
Value of total assets at beginning of year2014-06-30$2,845,308
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$39,377
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$39,377
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
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$81,947
Participant contributions at beginning of year2014-06-30$116,350
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$8,542
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,853,850
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,845,308
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$1,624,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,426,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$13,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$12,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$12,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,134,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,290,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$306,088
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$336,923
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. MONEY PURCHASE 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$290,909
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$577,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$577,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$2,845,308
Value of total assets at beginning of year2013-06-30$3,131,943
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$45,470
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$45,470
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$116,350
Participant contributions at beginning of year2013-06-30$145,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-286,635
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,845,308
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,131,943
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$1,426,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,533,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$12,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$47,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$47,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,290,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,405,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$245,439
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$577,544
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. MONEY PURCHASE 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$195,363
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$476,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$476,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$163,597
Value of total assets at end of year2012-06-30$3,131,943
Value of total assets at beginning of year2012-06-30$3,412,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$-21,550
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$-21,550
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
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$163,597
Amount contributed by the employer to the plan for this plan year2012-06-30$163,597
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$145,147
Participant contributions at beginning of year2012-06-30$108,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-280,823
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,131,943
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,412,766
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$1,533,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,773,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$47,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,405,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,512,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$53,316
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$163,597
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$18,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$476,186
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. MONEY PURCHASE 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$832,837
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$253,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$253,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$422,358
Value of total assets at end of year2011-06-30$3,412,766
Value of total assets at beginning of year2011-06-30$2,833,866
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$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$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
Funding deficiency by the employer to the plan for this plan year2011-06-30$18,161
Minimum employer required contribution for this plan year2011-06-30$422,358
Amount contributed by the employer to the plan for this plan year2011-06-30$404,197
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$108,756
Participant contributions at beginning of year2011-06-30$99,431
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$578,900
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,412,766
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,833,866
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$1,773,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,353,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,512,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,380,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$410,479
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$422,358
Employer contributions (assets) at end of year2011-06-30$18,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$253,937
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
2010 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 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
2009 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$0
Total income from all sources (including contributions)2009-06-30$141,583
Total loss/gain on sale of assets2009-06-30$0
Total of all expenses incurred2009-06-30$250,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$250,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$433,742
Value of total assets at end of year2009-06-30$2,757,757
Value of total assets at beginning of year2009-06-30$2,866,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-06-30$0
Total interest from all sources2009-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2009-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-06-30No
Was this plan covered by a fidelity bond2009-06-30Yes
Value of fidelity bond cover2009-06-30$500,000
If this is an individual account plan, was there a blackout period2009-06-30No
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Participant contributions at end of year2009-06-30$91,619
Participant contributions at beginning of year2009-06-30$45,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Value of net income/loss2009-06-30$-108,531
Value of net assets at end of year (total assets less liabilities)2009-06-30$2,757,757
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$2,866,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-06-30$1,287,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-06-30$1,549,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-06-30$1,361,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-06-30$1,254,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-06-30$-292,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30No
Was there a failure to transmit to the plan any participant contributions2009-06-30No
Has the plan failed to provide any benefit when due under the plan2009-06-30No
Contributions received in cash from employer2009-06-30$433,742
Employer contributions (assets) at end of year2009-06-30$16,602
Employer contributions (assets) at beginning of year2009-06-30$16,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-06-30$250,114
Did the plan have assets held for investment2009-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-06-30Yes
Opinion of an independent qualified public accountant for this plan2009-06-30Disclaimer
Accountancy firm name2009-06-30CHRISTOPHER, SMITH, LEONARD ET AL
Accountancy firm EIN2009-06-30592142260
2008 : COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$0
Total income from all sources (including contributions)2008-06-30$251,779
Total loss/gain on sale of assets2008-06-30$0
Total of all expenses incurred2008-06-30$409,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$409,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$414,665
Value of total assets at end of year2008-06-30$2,866,288
Value of total assets at beginning of year2008-06-30$3,024,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-06-30$0
Total interest from all sources2008-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2008-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-06-30No
Was this plan covered by a fidelity bond2008-06-30Yes
Value of fidelity bond cover2008-06-30$500,000
If this is an individual account plan, was there a blackout period2008-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-06-30$0
Were there any nonexempt tranactions with any party-in-interest2008-06-30No
Participant contributions at end of year2008-06-30$45,791
Participant contributions at beginning of year2008-06-30$50,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Value of net income/loss2008-06-30$-158,203
Value of net assets at end of year (total assets less liabilities)2008-06-30$2,866,288
Value of net assets at beginning of year (total assets less liabilities)2008-06-30$3,024,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-06-30No
Were any leases to which the plan was party in default or uncollectible2008-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-06-30$1,549,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-06-30$1,712,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-06-30$1,254,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-06-30$1,229,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-06-30$-162,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-06-30No
Was there a failure to transmit to the plan any participant contributions2008-06-30No
Has the plan failed to provide any benefit when due under the plan2008-06-30No
Contributions received in cash from employer2008-06-30$414,665
Employer contributions (assets) at end of year2008-06-30$16,306
Employer contributions (assets) at beginning of year2008-06-30$31,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-06-30$409,982
Did the plan have assets held for investment2008-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-06-30Yes
Opinion of an independent qualified public accountant for this plan2008-06-30Disclaimer
Accountancy firm name2008-06-30CHRISTOPHER, SMITH, LEONARD ET AL
Accountancy firm EIN2008-06-30592142260

Form 5500 Responses for COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN

2020: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
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. MONEY PURCHASE 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. MONEY PURCHASE 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. MONEY PURCHASE PLAN 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 funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE 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. MONEY PURCHASE 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. MONEY PURCHASE 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. MONEY PURCHASE 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. MONEY PURCHASE 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. MONEY PURCHASE 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
2010: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE 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
2008: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes
2007: COASTAL BEHAVIORAL HEALTHCARE, INC. MONEY PURCHASE PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan 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
Number of Individuals Covered177
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $122
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 $67
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 Covered263
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $207
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 $127
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 Covered274
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $212
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 $157
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 Covered29124
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $199
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 $123
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 $112
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
Number of Individuals Covered350
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $306
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 $186
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
Number of Individuals Covered375
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $402
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 $349
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 Covered408
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $209
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 $160
Insurance broker organization code?3
Insurance broker nameJEFFREY A. HUNT
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 $3,256
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 Covered463
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $12,197
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
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $5,183
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
Insurance policy start date2007-07-01
Insurance policy end date2008-06-30
Total amount of commissions paid to insurance brokerUSD $5,125
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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