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WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 401k Plan overview

Plan NameWESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN
Plan identification number 001

WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WESTERN YOUTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:WESTERN YOUTH SERVICES
Employer identification number (EIN):953407054
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about WESTERN YOUTH SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0924640

More information about WESTERN YOUTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01LORRAYNE LEIGH BELHUMEUR2023-02-23
0012020-07-01LORRAYNE LEIGH BELHUMEUR2022-01-12
0012019-07-01LORRAYNE LEIGH BELHUMEUR2021-01-26
0012018-07-01LORRAYNE LEIGH BELHUMEUR2020-04-10
0012017-07-01
0012016-07-01
0012015-07-01LORRAYNE LEIGH BELHUMEUR
0012014-07-01
0012013-07-01LORRAYNE LEIGH BELHUMEUR
0012012-07-01LORRAYNE LEIGH BELHUMEUR
0012011-07-01LORRAYNE LEIGH
0012009-07-01LORRAYNE LEIGH
0012007-07-01LORRAYNE LEIGH
0012006-07-01LORRAYNE LEIGH
0012004-07-01LORRAYNE LEIGH
0012003-07-01LORRAYNE LEIGH
0012001-07-01LORRAYNE LEIGH
0012000-07-01LORRAYNE LEIGH
0011999-07-01LORRAYNE LEIGH

Plan Statistics for WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN

401k plan membership statisitcs for WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN

Measure Date Value
2021: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01339
Total number of active participants reported on line 7a of the Form 55002021-07-01247
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01117
Total of all active and inactive participants2021-07-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01364
Number of participants with account balances2021-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01354
Total number of active participants reported on line 7a of the Form 55002020-07-01228
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01105
Total of all active and inactive participants2020-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01333
Number of participants with account balances2020-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01304
Total number of active participants reported on line 7a of the Form 55002019-07-01249
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01105
Total of all active and inactive participants2019-07-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01354
Number of participants with account balances2019-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01303
Total number of active participants reported on line 7a of the Form 55002018-07-01206
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0198
Total of all active and inactive participants2018-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01304
Number of participants with account balances2018-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01344
Total number of active participants reported on line 7a of the Form 55002017-07-01214
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0189
Total of all active and inactive participants2017-07-01303
Total participants2017-07-01303
Number of participants with account balances2017-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01323
Total number of active participants reported on line 7a of the Form 55002016-07-01257
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0187
Total of all active and inactive participants2016-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01344
Number of participants with account balances2016-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01387
Total number of active participants reported on line 7a of the Form 55002015-07-01235
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0181
Total of all active and inactive participants2015-07-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01316
Number of participants with account balances2015-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01395
Total number of active participants reported on line 7a of the Form 55002014-07-01244
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01143
Total of all active and inactive participants2014-07-01387
Total participants2014-07-01387
Number of participants with account balances2014-07-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01372
Total number of active participants reported on line 7a of the Form 55002013-07-01202
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01193
Total of all active and inactive participants2013-07-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01395
Number of participants with account balances2013-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01212
Total number of active participants reported on line 7a of the Form 55002012-07-01190
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01163
Total of all active and inactive participants2012-07-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01353
Number of participants with account balances2012-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01217
Total number of active participants reported on line 7a of the Form 55002011-07-0152
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01160
Total of all active and inactive participants2011-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01212
Number of participants with account balances2011-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01190
Total number of active participants reported on line 7a of the Form 55002009-07-01167
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0152
Total of all active and inactive participants2009-07-01219
Total participants2009-07-01219
Number of participants with account balances2009-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014
2007: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2007 401k membership
Total of all active and inactive participants2007-07-010
Total participants2007-07-010
2006: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2006 401k membership
Total of all active and inactive participants2006-07-010
Total participants2006-07-010
2004: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2004 401k membership
Total of all active and inactive participants2004-07-010
Total participants2004-07-010
2003: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2003 401k membership
Total of all active and inactive participants2003-07-010
Total participants2003-07-010
2001: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2001 401k membership
Total of all active and inactive participants2001-07-010
Total participants2001-07-010
2000: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2000 401k membership
Total of all active and inactive participants2000-07-010
Total participants2000-07-010
1999: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 1999 401k membership
Total of all active and inactive participants1999-07-010
Total participants1999-07-010

Financial Data on WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN

Measure Date Value
2022 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-326,483
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$885,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$845,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,225,594
Value of total assets at end of year2022-06-30$10,140,931
Value of total assets at beginning of year2022-06-30$11,353,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$40,745
Total interest from all sources2022-06-30$46,037
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$467,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$467,687
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$614,591
Participant contributions at end of year2022-06-30$41,438
Participant contributions at beginning of year2022-06-30$41,549
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$397,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,212,228
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,140,931
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,353,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,001,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,371,786
Interest on participant loans2022-06-30$1,694
Interest earned on other investments2022-06-30$44,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,098,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,939,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,065,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$213,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$845,000
Contract administrator fees2022-06-30$40,745
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2022-06-30953288054
2021 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,277,814
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$499,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$464,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$868,949
Value of total assets at end of year2021-06-30$11,353,159
Value of total assets at beginning of year2021-06-30$8,574,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,260
Total interest from all sources2021-06-30$42,489
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$273,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$273,647
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$637,024
Participant contributions at end of year2021-06-30$41,549
Participant contributions at beginning of year2021-06-30$39,331
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,778,754
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,353,159
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,574,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,371,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,991,464
Interest on participant loans2021-06-30$2,127
Interest earned on other investments2021-06-30$40,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,939,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,543,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,092,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$221,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$464,800
Contract administrator fees2021-06-30$34,260
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2021-06-30953288054
2020 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,382,240
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$532,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$507,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,174,347
Value of total assets at end of year2020-06-30$8,574,405
Value of total assets at beginning of year2020-06-30$7,725,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$25,217
Total interest from all sources2020-06-30$39,743
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$603,564
Participant contributions at end of year2020-06-30$39,331
Participant contributions at beginning of year2020-06-30$70,519
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$436,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$849,265
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,574,405
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,725,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,991,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,342,106
Interest on participant loans2020-06-30$2,222
Interest earned on other investments2020-06-30$37,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,543,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,312,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$168,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$134,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$507,758
Contract administrator fees2020-06-30$25,217
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2020-06-30953288054
2019 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,040,294
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$418,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$394,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$718,809
Value of total assets at end of year2019-06-30$7,725,140
Value of total assets at beginning of year2019-06-30$7,103,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$23,229
Total interest from all sources2019-06-30$39,628
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$484,669
Participant contributions at end of year2019-06-30$70,519
Participant contributions at beginning of year2019-06-30$73,356
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$108,162
Administrative expenses (other) incurred2019-06-30$4,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$622,080
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,725,140
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,103,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,342,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,612,056
Interest on participant loans2019-06-30$4,019
Interest earned on other investments2019-06-30$35,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$3,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$3,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,312,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,414,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$281,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$125,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$394,985
Contract administrator fees2019-06-30$19,226
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2019-06-30953288054
2018 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$200
Total income from all sources (including contributions)2018-06-30$1,200,716
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$402,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$385,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$666,534
Value of total assets at end of year2018-06-30$7,103,060
Value of total assets at beginning of year2018-06-30$6,305,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,088
Total interest from all sources2018-06-30$34,808
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$475,025
Participant contributions at end of year2018-06-30$73,356
Participant contributions at beginning of year2018-06-30$18,460
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$126
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$56,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$797,977
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,103,060
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,305,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,612,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,961,978
Interest on participant loans2018-06-30$1,427
Interest earned on other investments2018-06-30$33,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$3,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,414,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,322,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$499,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$135,370
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$1,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$385,651
Contract administrator fees2018-06-30$17,088
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2018-06-30953288054
2017 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,355,315
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$235,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$224,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$659,095
Value of total assets at end of year2017-06-30$6,305,283
Value of total assets at beginning of year2017-06-30$5,184,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$11,047
Total interest from all sources2017-06-30$30,004
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$469,859
Participant contributions at end of year2017-06-30$18,460
Participant contributions at beginning of year2017-06-30$21,592
Participant contributions at end of year2017-06-30$126
Participant contributions at beginning of year2017-06-30$500
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$58,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,120,111
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,305,083
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,184,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,961,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,196,064
Interest on participant loans2017-06-30$849
Interest earned on other investments2017-06-30$29,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$9
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,322,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$960,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$666,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$131,020
Employer contributions (assets) at end of year2017-06-30$1,829
Employer contributions (assets) at beginning of year2017-06-30$6,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$224,157
Contract administrator fees2017-06-30$11,047
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LTSP, INC.
Accountancy firm EIN2017-06-30953864890
2016 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$416,654
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$266,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$250,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$469,884
Value of total assets at end of year2016-06-30$5,184,972
Value of total assets at beginning of year2016-06-30$5,034,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$15,520
Total interest from all sources2016-06-30$24,546
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$337,814
Participant contributions at end of year2016-06-30$21,592
Participant contributions at beginning of year2016-06-30$4,524
Participant contributions at end of year2016-06-30$500
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$32,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$150,411
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,184,972
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,034,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,196,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,157,858
Income. Interest from loans (other than to participants)2016-06-30$358
Interest earned on other investments2016-06-30$24,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$960,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$868,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-77,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$100,036
Employer contributions (assets) at end of year2016-06-30$6,374
Employer contributions (assets) at beginning of year2016-06-30$3,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$250,723
Contract administrator fees2016-06-30$15,520
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LTSP, INC.
Accountancy firm EIN2016-06-30953864890
2015 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$506,982
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$295,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$281,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$352,809
Value of total assets at end of year2015-06-30$5,034,561
Value of total assets at beginning of year2015-06-30$4,823,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,796
Total interest from all sources2015-06-30$23,612
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$229,796
Participant contributions at end of year2015-06-30$4,524
Participant contributions at beginning of year2015-06-30$5,540
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$55,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$211,150
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,034,561
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,823,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$14,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,157,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,980,954
Interest on participant loans2015-06-30$217
Interest earned on other investments2015-06-30$23,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$868,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$834,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$130,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$67,060
Employer contributions (assets) at end of year2015-06-30$3,266
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$281,036
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LESLEY, THOMAS, SCHWARZ & POSTMA
Accountancy firm EIN2015-06-30953864890
2014 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,042,123
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$685,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$676,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$315,586
Value of total assets at end of year2014-06-30$4,823,411
Value of total assets at beginning of year2014-06-30$4,466,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,214
Total interest from all sources2014-06-30$25,138
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$478
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$235,511
Participant contributions at end of year2014-06-30$5,540
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$28,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$356,774
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,823,411
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,466,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,980,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,622,879
Interest earned on other investments2014-06-30$24,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$4,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$4,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$834,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$839,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$700,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$52,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$676,135
Contract administrator fees2014-06-30$9,214
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LESLEY, THOMAS, SCHWARZ & POSTMA
Accountancy firm EIN2014-06-30953864890
2013 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$796,740
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$125,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$109,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$267,411
Value of total assets at end of year2013-06-30$4,466,637
Value of total assets at beginning of year2013-06-30$3,795,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$15,573
Total interest from all sources2013-06-30$21,495
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$216,758
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$78,952
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$7,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$671,187
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,466,637
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,795,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,622,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,159,605
Interest earned on other investments2013-06-30$21,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$4,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$6,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$6,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$839,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$540,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$507,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$50,653
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$1,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$109,980
Contract administrator fees2013-06-30$15,573
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LESLEY, THOMAS, SCHWARZ & POSTMA
Accountancy firm EIN2013-06-30953864890
2012 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$185,572
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$111,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$102,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$242,078
Value of total assets at end of year2012-06-30$3,795,450
Value of total assets at beginning of year2012-06-30$3,721,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,625
Total interest from all sources2012-06-30$18,637
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$191,895
Participant contributions at end of year2012-06-30$78,952
Participant contributions at beginning of year2012-06-30$57,574
Participant contributions at end of year2012-06-30$7,481
Participant contributions at beginning of year2012-06-30$13,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$74,209
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,795,450
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,721,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,159,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,155,483
Interest on participant loans2012-06-30$3,396
Interest earned on other investments2012-06-30$15,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$6,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$540,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$485,218
Net investment gain/loss from pooled separate accounts2012-06-30$-75,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$50,183
Employer contributions (assets) at end of year2012-06-30$1,932
Employer contributions (assets) at beginning of year2012-06-30$7,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$102,738
Contract administrator fees2012-06-30$8,625
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LESLEY, THOMAS, SCHWARZ & POSTMA
Accountancy firm EIN2012-06-30953864890
2011 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$988,110
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$240,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$231,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$311,344
Value of total assets at end of year2011-06-30$3,721,241
Value of total assets at beginning of year2011-06-30$2,973,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$8,532
Total interest from all sources2011-06-30$18,895
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$252,258
Participant contributions at end of year2011-06-30$57,574
Participant contributions at beginning of year2011-06-30$46,838
Participant contributions at end of year2011-06-30$13,665
Participant contributions at beginning of year2011-06-30$13,207
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$747,665
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,721,241
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,973,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$3,155,483
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,442,655
Interest on participant loans2011-06-30$2,470
Interest earned on other investments2011-06-30$14,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$485,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$465,387
Net investment gain/loss from pooled separate accounts2011-06-30$657,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$58,038
Employer contributions (assets) at end of year2011-06-30$7,677
Employer contributions (assets) at beginning of year2011-06-30$5,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$231,913
Contract administrator fees2011-06-30$8,532
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LESLEY, THOMAS, SCHWARZ & POSTMA
Accountancy firm EIN2011-06-30953864890
2010 : WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN

2021: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2007: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2004: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2001: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2001 form 5500 responses
2001-07-01Type of plan entitySingle employer plan
2001-07-01Submission has been amendedNo
2001-07-01This submission is the final filingNo
2001-07-01This return/report is a short plan year return/report (less than 12 months)No
2001-07-01Plan is a collectively bargained planNo
2000: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 2000 form 5500 responses
2000-07-01Type of plan entitySingle employer plan
2000-07-01Submission has been amendedNo
2000-07-01This submission is the final filingNo
2000-07-01This return/report is a short plan year return/report (less than 12 months)No
2000-07-01Plan is a collectively bargained planNo
1999: WESTERN YOUTH SERVICES 403(B) RETIREMENT SAVINGS AND INCENTIVE PLAN 1999 form 5500 responses
1999-07-01Type of plan entitySingle employer plan
1999-07-01Submission has been amendedNo
1999-07-01This submission is the final filingNo
1999-07-01This return/report is a short plan year return/report (less than 12 months)No
1999-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered182
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered63
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $573
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered169
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered67
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $589
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $384
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered175
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered70
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $194
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered165
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered73
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $326
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $185
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered158
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered77
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $342
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?3
Insurance broker nameGARY A. HERSCH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number0001753-DIS
Number of Individuals Covered92101
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,971
Total amount of fees paid to insurance companyUSD $250,000
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 Administration0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $10,539,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees250000
Additional information about fees paid to insurance brokerGI 2012 BONUS - RETENTION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $36,971
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered95
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $191
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $180
Insurance broker organization code?3
Insurance broker nameROBERT W FLEISHMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered90
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered161
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $666
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $592
Insurance broker organization code?3
Insurance broker nameMICHAEL B. KORMOS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 2
Insurance contract or identification number58509
Number of Individuals Covered51
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered187
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,399
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,987
Insurance broker organization code?3
Insurance broker nameALLEN D ANDES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered207
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,107
Insurance broker organization code?3
Insurance broker nameALLEN D ANDES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered212
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,090
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 number58509
Policy instance 1
Insurance contract or identification number58509
Number of Individuals Covered217
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,989
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

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