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LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameLIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN
Plan identification number 002

LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LIFESTREAM BEHAVIORAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFESTREAM BEHAVIORAL CENTER, INC.
Employer identification number (EIN):591561501
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROL DOZIER
0022016-01-01CAROL DOZIER CAROL DOZIER2018-01-31
0022015-01-01CAROL DOZIER CAROL DOZIER2016-10-11
0022014-01-01CAROL DOZIER CAROL DOZIER2015-10-15
0022013-01-01CAROL DOZIER CAROL DOZIER2015-10-15
0022012-01-01CAROL DOZIER CAROL DOZIER2013-10-14
0022011-01-01CAROL DOZIER CAROL DOZIER2012-09-26
0022009-01-01CAROL DOZIER CAROL DOZIER2010-10-12

Plan Statistics for LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN

401k plan membership statisitcs for LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN

Measure Date Value
2020: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,005
Total number of active participants reported on line 7a of the Form 55002020-01-01791
Number of retired or separated participants receiving benefits2020-01-0145
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01992
Number of participants with account balances2020-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01823
Total number of active participants reported on line 7a of the Form 55002019-01-01797
Number of other retired or separated participants entitled to future benefits2019-01-01208
Total of all active and inactive participants2019-01-011,005
Total participants2019-01-011,005
Number of participants with account balances2019-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01714
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of other retired or separated participants entitled to future benefits2018-01-01183
Total of all active and inactive participants2018-01-01674
Total participants2018-01-01674
Number of participants with account balances2018-01-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0164
2017: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01592
Total number of active participants reported on line 7a of the Form 55002017-01-01483
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01719
Number of participants with account balances2017-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01536
Total number of active participants reported on line 7a of the Form 55002016-01-01410
Number of other retired or separated participants entitled to future benefits2016-01-01188
Total of all active and inactive participants2016-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01598
Number of participants with account balances2016-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01532
Total number of active participants reported on line 7a of the Form 55002015-01-01382
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01536
Number of participants with account balances2015-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01525
Total number of active participants reported on line 7a of the Form 55002014-01-01408
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01502
Number of participants with account balances2014-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01489
Total number of active participants reported on line 7a of the Form 55002013-01-01416
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01562
Number of participants with account balances2013-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01497
Total number of active participants reported on line 7a of the Form 55002012-01-01395
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01494
Number of participants with account balances2012-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01532
Total number of active participants reported on line 7a of the Form 55002011-01-01396
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01136
Total of all active and inactive participants2011-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01532
Number of participants with account balances2011-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01518
Total number of active participants reported on line 7a of the Form 55002009-01-01423
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01183
Total of all active and inactive participants2009-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01606
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN

Measure Date Value
2019 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,659,775
Total of all expenses incurred2019-12-31$1,061,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,013,690
Value of total corrective distributions2019-12-31$47,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,197,840
Value of total assets at end of year2019-12-31$10,562,762
Value of total assets at beginning of year2019-12-31$8,964,615
Total interest from all sources2019-12-31$85,805
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$194,588
Participant contributions at end of year2019-12-31$188,669
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,598,147
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,562,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,964,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,891,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,647,645
Interest earned on other investments2019-12-31$85,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,250,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,279,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,376,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,003,252
Employer contributions (assets) at end of year2019-12-31$232,229
Employer contributions (assets) at beginning of year2019-12-31$36,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,013,690
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PURVIS GRAY AND COMPANY
Accountancy firm EIN2019-12-31590548468
2018 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$773,016
Total of all expenses incurred2018-12-31$893,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$893,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$964,687
Value of total assets at end of year2018-12-31$8,964,615
Value of total assets at beginning of year2018-12-31$9,084,702
Total interest from all sources2018-12-31$83,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-120,087
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,964,615
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,084,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,647,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,977,458
Interest earned on other investments2018-12-31$83,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,279,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,036,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-274,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$964,687
Employer contributions (assets) at end of year2018-12-31$36,990
Employer contributions (assets) at beginning of year2018-12-31$71,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$893,103
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PURVIS GRAY & COMPANY LLP
Accountancy firm EIN2018-12-31590548468
2017 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,733,740
Total of all expenses incurred2017-12-31$672,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$641,806
Value of total corrective distributions2017-12-31$31,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$829,442
Value of total assets at end of year2017-12-31$9,084,702
Value of total assets at beginning of year2017-12-31$8,023,893
Total interest from all sources2017-12-31$79,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,060,809
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,084,702
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,023,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,977,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,086,328
Interest earned on other investments2017-12-31$79,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,036,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,908,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$824,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$829,442
Employer contributions (assets) at end of year2017-12-31$71,185
Employer contributions (assets) at beginning of year2017-12-31$28,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$641,806
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PURVIS GRAY & COMPANY LLP
Accountancy firm EIN2017-12-31590548468
2016 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,189,173
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$470,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$470,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$760,147
Value of total assets at end of year2016-12-31$8,023,894
Value of total assets at beginning of year2016-12-31$7,305,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$234
Total interest from all sources2016-12-31$76,020
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$718,327
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,023,894
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,305,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,086,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,656,329
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$76,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,908,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,606,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$353,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$758,717
Employer contributions (assets) at end of year2016-12-31$28,954
Employer contributions (assets) at beginning of year2016-12-31$43,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$470,612
Contract administrator fees2016-12-31$234
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PURVIS GRAY & COMPANY
Accountancy firm EIN2016-12-31590548468
2015 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$727,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$543,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$543,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$697,185
Value of total assets at end of year2015-12-31$7,305,567
Value of total assets at beginning of year2015-12-31$7,121,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$69,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$183,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,305,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,121,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,656,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,620,875
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$69,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,606,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,472,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$697,185
Employer contributions (assets) at end of year2015-12-31$43,174
Employer contributions (assets) at beginning of year2015-12-31$28,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$543,374
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SILBERNAGEL & BURROUGHS, PA
Accountancy firm EIN2015-12-31474328609
2014 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,147,087
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$301,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$301,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$744,560
Value of total assets at end of year2014-12-31$7,121,858
Value of total assets at beginning of year2014-12-31$6,276,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$96
Total interest from all sources2014-12-31$65,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$845,679
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,121,858
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,276,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,620,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,051,017
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$65,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,472,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,225,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$336,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$744,560
Employer contributions (assets) at end of year2014-12-31$28,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$301,312
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAYNES, STRAND & COMPANY LLC
Accountancy firm EIN2014-12-31561582677
2013 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,359,771
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$468,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$467,736
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$724,114
Value of total assets at end of year2013-12-31$6,276,179
Value of total assets at beginning of year2013-12-31$5,384,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$398
Total interest from all sources2013-12-31$61,903
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$88
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$891,637
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,276,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,384,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,051,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,186,172
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$61,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,225,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,198,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$573,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$724,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$467,736
Contract administrator fees2013-12-31$398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GREENLEE KURAS RICE & BROWN
Accountancy firm EIN2013-12-31592754585
2012 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$965,325
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$398,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$398,657
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$630,077
Value of total assets at end of year2012-12-31$5,384,542
Value of total assets at beginning of year2012-12-31$4,817,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61
Total interest from all sources2012-12-31$58,866
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$157
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$61
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$566,607
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,384,542
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,817,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,186,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,879,219
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$58,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,198,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,938,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$276,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$630,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$398,657
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GREENLEE KURRAS RICE & BROWN
Accountancy firm EIN2012-12-31592754585
2011 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$666,653
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$249,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,576
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$582,911
Value of total assets at end of year2011-12-31$4,817,935
Value of total assets at beginning of year2011-12-31$4,401,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$392
Total interest from all sources2011-12-31$56,648
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$233
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$416,685
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,817,935
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,401,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,879,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,696,255
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$56,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,938,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,704,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$26,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$582,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,576
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREENLEE KURRAS RICE & BROWN
Accountancy firm EIN2011-12-31592754585
2010 : LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$910,957
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$428,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$428,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$599,102
Value of total assets at end of year2010-12-31$4,401,250
Value of total assets at beginning of year2010-12-31$3,918,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$225
Total interest from all sources2010-12-31$54,636
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$320
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$482,694
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,401,250
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,918,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,696,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,333,126
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$54,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,704,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,585,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$256,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$599,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$428,038
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREENLEE KURRAS RICE & BROWN
Accountancy firm EIN2010-12-31592754585

Form 5500 Responses for LIFESTREAM BEHAVIORAL CENTER EMPLOYEE PENSION PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered744
Insurance policy start date2020-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,570
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered658
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,199
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered667
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,783
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 $21,155
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered699
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,167
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 $10,848
Insurance broker organization code?3
Insurance broker nameHUDAK, GREGG A
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered526
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,811
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,629
Insurance broker organization code?3
Insurance broker nameLOFLIN, BRENDAN M
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered516
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,670
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,996
Insurance broker organization code?3
Insurance broker nameWAGNER, EVA D
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered503
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,366
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,968
Insurance broker organization code?3
Insurance broker nameRAMSEY III, JAMES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered465
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,862
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,233
Insurance broker organization code?3
Insurance broker nameMINEROWICZ, ROBERT
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered468
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,383
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number49583
Policy instance 1
Insurance contract or identification number49583
Number of Individuals Covered504
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,002
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,042
Insurance broker organization code?3
Insurance broker nameTORRESIN, KELLY J

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