?>
Logo

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 401k Plan overview

Plan NameJEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN
Plan identification number 001

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEFFERSON CENTER FOR MENTAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON CENTER FOR MENTAL HEALTH
Employer identification number (EIN):840474717
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about JEFFERSON CENTER FOR MENTAL HEALTH

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1958-04-23
Company Identification Number: 19871309962
Legal Registered Office Address: 4851 Independence
Suite 200
Arvada
United States of America (USA)
80033

More information about JEFFERSON CENTER FOR MENTAL HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID A GOFF
0012016-01-01DAVID A. GOFF DAVID A. GOFF2017-10-16
0012015-01-01DAVID A. GOFF DAVID A. GOFF2016-10-17
0012015-01-01DAVID A. GOFF DAVID A. GOFF2017-10-16
0012014-01-01DAVID A. GOFF DAVID A. GOFF2015-10-14
0012013-01-01DAVID A. GOFF DAVID A GOFF2014-10-15
0012012-01-01DAVID A. GOFF DAVID A. GOFF2013-10-15
0012011-01-01DAVID A. GOFF DAVID A. GOFF2012-10-09
0012009-12-15
0012009-01-01DAVID A. GOFF DAVID A. GOFF2010-10-11
0012009-01-01DAVID A. GOFF DAVID A. GOFF2010-10-14

Plan Statistics for JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

401k plan membership statisitcs for JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Measure Date Value
2022: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,200
Total number of active participants reported on line 7a of the Form 55002022-01-01661
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01626
Total of all active and inactive participants2022-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,301
Number of participants with account balances2022-01-011,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0149
2021: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,231
Total number of active participants reported on line 7a of the Form 55002021-01-01597
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-01582
Total of all active and inactive participants2021-01-011,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,200
Number of participants with account balances2021-01-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0165
2020: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,117
Total number of active participants reported on line 7a of the Form 55002020-01-01616
Number of retired or separated participants receiving benefits2020-01-0184
Number of other retired or separated participants entitled to future benefits2020-01-01530
Total of all active and inactive participants2020-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,231
Number of participants with account balances2020-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0188
2019: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,049
Total number of active participants reported on line 7a of the Form 55002019-01-01618
Number of other retired or separated participants entitled to future benefits2019-01-01499
Total of all active and inactive participants2019-01-011,117
Total participants2019-01-011,117
Number of participants with account balances2019-01-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0179
2018: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01989
Total number of active participants reported on line 7a of the Form 55002018-01-01627
Number of other retired or separated participants entitled to future benefits2018-01-01413
Total of all active and inactive participants2018-01-011,040
Total participants2018-01-011,040
Number of participants with account balances2018-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0179
2017: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01893
Total number of active participants reported on line 7a of the Form 55002017-01-01639
Number of other retired or separated participants entitled to future benefits2017-01-01331
Total of all active and inactive participants2017-01-01970
Total participants2017-01-01970
Number of participants with account balances2017-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0179
2016: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01854
Total number of active participants reported on line 7a of the Form 55002016-01-01686
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01199
Total of all active and inactive participants2016-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01885
Number of participants with account balances2016-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0164
2015: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01720
Total number of active participants reported on line 7a of the Form 55002015-01-01653
Number of other retired or separated participants entitled to future benefits2015-01-01179
Total of all active and inactive participants2015-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01832
Number of participants with account balances2015-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01715
Total number of active participants reported on line 7a of the Form 55002014-01-01427
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01547
Number of participants with account balances2014-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01689
Total number of active participants reported on line 7a of the Form 55002013-01-01485
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01672
Number of participants with account balances2013-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01642
Total number of active participants reported on line 7a of the Form 55002012-01-01481
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-01167
Total of all active and inactive participants2012-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01675
Number of participants with account balances2012-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01663
Total number of active participants reported on line 7a of the Form 55002011-01-01441
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01225
Total of all active and inactive participants2011-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01666
Number of participants with account balances2011-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-15605
Total number of active participants reported on line 7a of the Form 55002009-12-15413
Number of retired or separated participants receiving benefits2009-12-150
Number of other retired or separated participants entitled to future benefits2009-12-15181
Total of all active and inactive participants2009-12-15594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-150
Total participants2009-12-15594
Number of participants with account balances2009-12-15530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-150
Total participants, beginning-of-year2009-01-01395
Total number of active participants reported on line 7a of the Form 55002009-01-01309
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01437
Number of participants with account balances2009-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

Measure Date Value
2022 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,691,993
Total of all expenses incurred2022-12-31$3,694,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,535,610
Expenses. Certain deemed distributions of participant loans2022-12-31$25,000
Value of total corrective distributions2022-12-31$15,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,671,818
Value of total assets at end of year2022-12-31$33,681,812
Value of total assets at beginning of year2022-12-31$39,067,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,681
Total interest from all sources2022-12-31$101,238
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,163,160
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,163,160
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,302,325
Participant contributions at end of year2022-12-31$323,883
Participant contributions at beginning of year2022-12-31$365,235
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$219,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,385,999
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,681,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,067,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,256,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,234,586
Interest on participant loans2022-12-31$17,172
Interest earned on other investments2022-12-31$84,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,101,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,467,990
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$628,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,628,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,150,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,907,285
Contract administrator fees2022-12-31$117,681
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,733,142
Total of all expenses incurred2021-12-31$5,487,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,356,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,945,195
Value of total assets at end of year2021-12-31$39,067,811
Value of total assets at beginning of year2021-12-31$35,822,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,527
Total interest from all sources2021-12-31$106,100
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,792,021
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,792,021
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,231,790
Participant contributions at end of year2021-12-31$365,235
Participant contributions at beginning of year2021-12-31$324,382
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$591,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,245,257
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,067,811
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,822,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,234,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,905,674
Interest on participant loans2021-12-31$17,028
Interest earned on other investments2021-12-31$89,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,467,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,592,498
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$806,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,889,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,121,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,550,172
Contract administrator fees2021-12-31$131,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,027,029
Total of all expenses incurred2020-12-31$4,359,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,273,372
Expenses. Certain deemed distributions of participant loans2020-12-31$35
Value of total corrective distributions2020-12-31$21,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,900,839
Value of total assets at end of year2020-12-31$35,822,554
Value of total assets at beginning of year2020-12-31$32,155,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,911
Total interest from all sources2020-12-31$115,711
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,073,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,073,970
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,113,545
Participant contributions at end of year2020-12-31$324,382
Participant contributions at beginning of year2020-12-31$333,638
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$692,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,667,093
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,822,554
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,155,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,905,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,157,396
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$17,247
Interest earned on other investments2020-12-31$98,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,592,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,664,427
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,273,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,936,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,094,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,999,378
Contract administrator fees2020-12-31$64,911
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,208,040
Total of all expenses incurred2019-12-31$3,233,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,167,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,189,049
Value of total assets at end of year2019-12-31$32,155,461
Value of total assets at beginning of year2019-12-31$27,180,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,749
Total interest from all sources2019-12-31$110,630
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,731,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,731,968
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$2,035,829
Participant contributions at end of year2019-12-31$333,638
Participant contributions at beginning of year2019-12-31$311,595
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$83,422
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$4,974,553
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,155,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,180,908
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$27,157,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,187,902
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$15,761
Interest earned on other investments2019-12-31$94,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,664,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,681,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,176,393
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,069,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,167,738
Contract administrator fees2019-12-31$65,749
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,634,686
Total of all expenses incurred2018-12-31$2,104,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,998,994
Expenses. Certain deemed distributions of participant loans2018-12-31$-209
Value of total corrective distributions2018-12-31$51,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,167,238
Value of total assets at end of year2018-12-31$27,180,908
Value of total assets at beginning of year2018-12-31$27,651,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,630
Total interest from all sources2018-12-31$111,732
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,677,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,677,613
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$1,966,142
Participant contributions at end of year2018-12-31$311,595
Participant contributions at beginning of year2018-12-31$364,152
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$137,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-470,160
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,180,908
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,651,068
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$22,187,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,812,893
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$16,997
Interest earned on other investments2018-12-31$94,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,681,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,474,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,321,897
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$1,063,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,998,994
Contract administrator fees2018-12-31$54,630
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,431,887
Total of all expenses incurred2017-12-31$707,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$653,298
Expenses. Certain deemed distributions of participant loans2017-12-31$-3,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,261,322
Value of total assets at end of year2017-12-31$27,651,068
Value of total assets at beginning of year2017-12-31$21,927,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,473
Total interest from all sources2017-12-31$91,383
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,546,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,546,133
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Contributions received from participants2017-12-31$1,919,707
Participant contributions at end of year2017-12-31$364,152
Participant contributions at beginning of year2017-12-31$308,958
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$166,678
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$5,723,992
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,651,068
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,927,076
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$22,812,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,052,971
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$13,981
Interest earned on other investments2017-12-31$77,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,474,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,565,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,533,049
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$1,174,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$653,298
Contract administrator fees2017-12-31$58,473
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$4,073,460
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,585,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,527,035
Expenses. Certain deemed distributions of participant loans2016-12-31$2,296
Value of total corrective distributions2016-12-31$9,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,599,672
Value of total assets at end of year2016-12-31$21,927,076
Value of total assets at beginning of year2016-12-31$19,439,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,275
Total interest from all sources2016-12-31$85,124
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$945,844
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$945,844
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,598,932
Participant contributions at end of year2016-12-31$308,958
Participant contributions at beginning of year2016-12-31$241,661
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,307
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$2,487,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,927,076
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,439,373
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$18,052,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,656,116
Interest on participant loans2016-12-31$10,727
Interest earned on other investments2016-12-31$74,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,565,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,541,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$442,820
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$928,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,527,035
Contract administrator fees2016-12-31$47,275
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$2,144,148
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$938,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$823,907
Expenses. Certain deemed distributions of participant loans2015-12-31$9,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,472,720
Value of total assets at end of year2015-12-31$19,439,373
Value of total assets at beginning of year2015-12-31$18,233,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$104,780
Total interest from all sources2015-12-31$83,264
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,046,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,046,611
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,488,546
Participant contributions at end of year2015-12-31$241,661
Participant contributions at beginning of year2015-12-31$229,483
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$186,766
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$1,205,490
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,439,373
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,233,883
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$15,656,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,670,807
Interest on participant loans2015-12-31$10,367
Interest earned on other investments2015-12-31$72,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,541,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,333,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,458,447
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$797,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$823,907
Contract administrator fees2015-12-31$104,780
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$2,534,339
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$748,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$647,647
Value of total corrective distributions2014-12-31$4,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,657,291
Value of total assets at end of year2014-12-31$18,233,883
Value of total assets at beginning of year2014-12-31$16,447,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,915
Total interest from all sources2014-12-31$84,402
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$924,470
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$924,470
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,066,072
Participant contributions at end of year2014-12-31$229,483
Participant contributions at beginning of year2014-12-31$246,942
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,052
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$1,785,917
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,233,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,447,966
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$14,670,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,893,347
Interest on participant loans2014-12-31$10,817
Interest earned on other investments2014-12-31$73,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,333,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,307,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-131,824
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$589,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$647,647
Contract administrator fees2014-12-31$95,915
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$4,006,551
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,318,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,247,850
Expenses. Certain deemed distributions of participant loans2013-12-31$-1,230
Value of total corrective distributions2013-12-31$2,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,496,461
Value of total assets at end of year2013-12-31$16,447,966
Value of total assets at beginning of year2013-12-31$13,760,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,698
Total interest from all sources2013-12-31$87,423
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$357,834
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$357,834
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$953,697
Participant contributions at end of year2013-12-31$246,942
Participant contributions at beginning of year2013-12-31$253,323
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45
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$2,687,585
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,447,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,760,381
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$12,893,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,738,172
Interest on participant loans2013-12-31$10,453
Interest earned on other investments2013-12-31$76,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,307,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,768,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,064,833
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$542,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,247,850
Contract administrator fees2013-12-31$69,698
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$2,591,803
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$743,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$683,780
Expenses. Certain deemed distributions of participant loans2012-12-31$7,591
Value of total corrective distributions2012-12-31$1,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,314,393
Value of total assets at end of year2012-12-31$13,760,381
Value of total assets at beginning of year2012-12-31$11,912,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,035
Total interest from all sources2012-12-31$101,126
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,229
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$338,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$809,901
Participant contributions at end of year2012-12-31$253,323
Participant contributions at beginning of year2012-12-31$220,221
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,318
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$1,848,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,760,381
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,912,104
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$9,738,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,278,585
Interest on participant loans2012-12-31$7,509
Interest earned on other investments2012-12-31$93,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,768,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,413,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$838,055
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$496,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$683,780
Contract administrator fees2012-12-31$51,035
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$1,183,534
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,166,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,123,780
Expenses. Certain deemed distributions of participant loans2011-12-31$-51
Value of total corrective distributions2011-12-31$349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,199,903
Value of total assets at end of year2011-12-31$11,912,104
Value of total assets at beginning of year2011-12-31$11,895,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,845
Total interest from all sources2011-12-31$108,545
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$247,822
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$247,822
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$739,083
Participant contributions at end of year2011-12-31$220,221
Participant contributions at beginning of year2011-12-31$135,202
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,424
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$16,611
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,912,104
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,895,493
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$8,278,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,600,720
Interest on participant loans2011-12-31$5,528
Interest earned on other investments2011-12-31$103,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,413,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,159,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-372,736
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$432,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,123,780
Contract administrator fees2011-12-31$42,845
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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$2,322,706
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$221,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$174,463
Expenses. Certain deemed distributions of participant loans2010-12-31$18,951
Value of total corrective distributions2010-12-31$2,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,215,813
Value of total assets at end of year2010-12-31$11,895,493
Value of total assets at beginning of year2010-12-31$9,794,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,159
Total interest from all sources2010-12-31$108,591
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$221,813
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$221,813
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$719,250
Participant contributions at end of year2010-12-31$135,202
Participant contributions at beginning of year2010-12-31$173,898
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,790
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$2,101,447
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,895,493
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,794,046
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$8,600,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,794,853
Interest on participant loans2010-12-31$5,702
Interest earned on other investments2010-12-31$102,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,159,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,825,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$776,489
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$479,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$174,463
Contract administrator fees2010-12-31$25,159
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

2022: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN 2009 form 5500 responses
2009-12-15Type of plan entitySingle employer plan
2009-12-15Submission has been amendedNo
2009-12-15This submission is the final filingNo
2009-12-15This return/report is a short plan year return/report (less than 12 months)Yes
2009-12-15Plan is a collectively bargained planNo
2009-12-15Plan funding arrangement – InsuranceYes
2009-12-15Plan funding arrangement – TrustYes
2009-12-15Plan benefit arrangement – InsuranceYes
2009-12-15Plan benefit arrangement - TrustYes
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered1307
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered1203
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered1135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered1112
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered1035
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered973
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered813
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered609
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered661
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered608
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 1
Insurance contract or identification number05310
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 2
Insurance contract or identification number05310
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 1
Insurance contract or identification number05310
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number05310
Policy instance 2
Insurance contract or identification number05310
Number of Individuals Covered560
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3