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MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MERIDIAN BEHAVIORAL HEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN BEHAVIORAL HEALTH, LLC
Employer identification number (EIN):205394048
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about MERIDIAN BEHAVIORAL HEALTH, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4202176

More information about MERIDIAN BEHAVIORAL HEALTH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT REDDEN SCOTT REDDEN2018-10-15
0012016-01-01AMBER ASMUS
0012015-01-01LISA ELLIS
0012014-01-01LISA ELLIS
0012013-01-01PENNY LINN
0012012-01-01PATRICIA WANOUS PATRICIA WANOUS2013-10-21
0012011-01-01PATRICIA WANOUS
0012009-01-01DIANE DEBLON
0012009-01-01DIANE DEBLON

Plan Statistics for MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01832
Total number of active participants reported on line 7a of the Form 55002023-01-01492
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01287
Total of all active and inactive participants2023-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01779
Number of participants with account balances2023-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,199
Total number of active participants reported on line 7a of the Form 55002022-01-01474
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,481
Total of all active and inactive participants2022-01-011,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,955
Number of participants with account balances2022-01-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,233
Total number of active participants reported on line 7a of the Form 55002021-01-01461
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01802
Total of all active and inactive participants2021-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,263
Number of participants with account balances2021-01-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0157
2020: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,516
Total number of active participants reported on line 7a of the Form 55002020-01-01666
Number of other retired or separated participants entitled to future benefits2020-01-011,148
Total of all active and inactive participants2020-01-011,814
Total participants2020-01-011,814
Number of participants with account balances2020-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01135
2019: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,524
Total number of active participants reported on line 7a of the Form 55002019-01-011,091
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01847
Total of all active and inactive participants2019-01-011,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,938
Number of participants with account balances2019-01-011,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01194
2018: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,238
Total number of active participants reported on line 7a of the Form 55002018-01-011,150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01209
Total of all active and inactive participants2018-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,359
Number of participants with account balances2018-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01707
Total number of active participants reported on line 7a of the Form 55002017-01-01769
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01871
Number of participants with account balances2017-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0199
Total number of active participants reported on line 7a of the Form 55002016-01-01435
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01450
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01278
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0199
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01235
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01278
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01258
Total number of active participants reported on line 7a of the Form 55002013-01-01228
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01251
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01258
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01182
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$57,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,515,844
Total of all expenses incurred2023-12-31$1,265,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,157,884
Value of total corrective distributions2023-12-31$57,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$932,470
Value of total assets at end of year2023-12-31$10,419,155
Value of total assets at beginning of year2023-12-31$9,111,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$49,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$840,415
Participant contributions at end of year2023-12-31$28,591
Participant contributions at beginning of year2023-12-31$31,174
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$92,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$49,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,250,132
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,361,275
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,111,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,294,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,923,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$95,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$156,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,583,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,157,884
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$57,880
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BOULAY GROUP
Accountancy firm EIN2023-12-31410887288
2022 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,393,787
Total of all expenses incurred2022-12-31$2,914,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,696,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$790,541
Value of total assets at end of year2022-12-31$9,111,143
Value of total assets at beginning of year2022-12-31$13,419,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$217,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$775,461
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$31,174
Participant contributions at beginning of year2022-12-31$33,627
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,080
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$217,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,307,918
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,111,143
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,419,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,923,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,992,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$156,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$284,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,184,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$108,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,696,822
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,448,452
Total of all expenses incurred2021-12-31$3,827,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,583,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,568,437
Value of total assets at end of year2021-12-31$13,419,061
Value of total assets at beginning of year2021-12-31$13,798,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$244,544
Total interest from all sources2021-12-31$91
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,437,862
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,660
Participant contributions at end of year2021-12-31$33,627
Participant contributions at beginning of year2021-12-31$53,793
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$244,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-379,414
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,419,061
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,798,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,992,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,460,781
Income. Interest from loans (other than to participants)2021-12-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$284,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$279,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,879,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$108,141
Employer contributions (assets) at end of year2021-12-31$108,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,583,322
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,513
Total income from all sources (including contributions)2020-12-31$3,897,708
Total of all expenses incurred2020-12-31$3,691,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,480,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,129,805
Value of total assets at end of year2020-12-31$13,798,475
Value of total assets at beginning of year2020-12-31$13,593,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$210,992
Total interest from all sources2020-12-31$366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$190,249
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,129,805
Participant contributions at end of year2020-12-31$4,660
Participant contributions at beginning of year2020-12-31$10,176
Participant contributions at end of year2020-12-31$53,793
Participant contributions at beginning of year2020-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,513
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$20,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$206,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,798,475
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,591,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,460,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,379,125
Interest on participant loans2020-12-31$366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$279,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$136,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,767,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$67,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,480,186
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,262
Total income from all sources (including contributions)2019-12-31$7,724,184
Total income from all sources (including contributions)2019-12-31$7,724,184
Total of all expenses incurred2019-12-31$3,010,569
Total of all expenses incurred2019-12-31$3,010,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,833,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,833,887
Value of total corrective distributions2019-12-31$11,651
Value of total corrective distributions2019-12-31$11,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,378,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,378,274
Value of total assets at end of year2019-12-31$13,593,458
Value of total assets at end of year2019-12-31$13,593,458
Value of total assets at beginning of year2019-12-31$8,890,592
Value of total assets at beginning of year2019-12-31$8,890,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,031
Total interest from all sources2019-12-31$677
Total interest from all sources2019-12-31$677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,247,079
Contributions received from participants2019-12-31$3,247,079
Participant contributions at end of year2019-12-31$10,176
Participant contributions at end of year2019-12-31$10,176
Participant contributions at beginning of year2019-12-31$17,412
Participant contributions at beginning of year2019-12-31$17,412
Participant contributions at end of year2019-12-31$6
Participant contributions at end of year2019-12-31$6
Participant contributions at beginning of year2019-12-31$196
Participant contributions at beginning of year2019-12-31$196
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$86,393
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$86,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,262
Other income not declared elsewhere2019-12-31$12,675
Other income not declared elsewhere2019-12-31$12,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,713,615
Value of net income/loss2019-12-31$4,713,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,591,945
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,591,945
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,878,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,878,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,379,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,379,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,830,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,830,305
Interest on participant loans2019-12-31$677
Interest on participant loans2019-12-31$677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$136,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$136,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,332,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,332,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,044,802
Contributions received in cash from employer2019-12-31$2,044,802
Employer contributions (assets) at end of year2019-12-31$67,898
Employer contributions (assets) at end of year2019-12-31$67,898
Employer contributions (assets) at beginning of year2019-12-31$14,676
Employer contributions (assets) at beginning of year2019-12-31$14,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,833,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,833,887
Contract administrator fees2019-12-31$165,031
Contract administrator fees2019-12-31$165,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$516,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,413
Total income from all sources (including contributions)2018-12-31$5,115,539
Total of all expenses incurred2018-12-31$1,802,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,687,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,752,760
Value of total assets at end of year2018-12-31$8,890,592
Value of total assets at beginning of year2018-12-31$5,060,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,639
Total interest from all sources2018-12-31$1,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,569,550
Participant contributions at end of year2018-12-31$17,412
Participant contributions at beginning of year2018-12-31$25,701
Participant contributions at end of year2018-12-31$196
Participant contributions at beginning of year2018-12-31$117
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,229,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,413
Other income not declared elsewhere2018-12-31$9,986
Administrative expenses (other) incurred2018-12-31$10,564
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,313,259
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,878,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,048,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,830,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,996,712
Interest on participant loans2018-12-31$1,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-648,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,953,967
Employer contributions (assets) at end of year2018-12-31$14,676
Employer contributions (assets) at beginning of year2018-12-31$26,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,687,641
Contract administrator fees2018-12-31$104,075
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,009,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,413
Total income from all sources (including contributions)2017-12-31$3,761,708
Total of all expenses incurred2017-12-31$666,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$643,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,288,813
Value of total assets at end of year2017-12-31$5,060,169
Value of total assets at beginning of year2017-12-31$944,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,237
Total interest from all sources2017-12-31$1,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,653,026
Participant contributions at end of year2017-12-31$25,701
Participant contributions at beginning of year2017-12-31$43,281
Participant contributions at end of year2017-12-31$117
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$392,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,413
Other income not declared elsewhere2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,094,722
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,048,756
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$944,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,996,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$901,250
Interest on participant loans2017-12-31$1,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$456,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,242,877
Employer contributions (assets) at end of year2017-12-31$26,110
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$15,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$643,749
Contract administrator fees2017-12-31$23,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$3,469
Total income from all sources2016-12-31$449,039
Expenses. Total of all expenses incurred2016-12-31$55,958
Benefits paid (including direct rollovers)2016-12-31$46,996
Total plan assets at end of year2016-12-31$944,531
Total plan assets at beginning of year2016-12-31$554,919
Value of fidelity bond covering the plan2016-12-31$41,000
Total contributions received or receivable from participants2016-12-31$267,575
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$100,765
Other income received2016-12-31$80,699
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$393,081
Net plan assets at end of year (total assets less liabilities)2016-12-31$944,531
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$551,450
Assets. Value of participant loans2016-12-31$43,281
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$3,619
Value of corrective distributions2016-12-31$3,402
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,941
2015 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$167,892
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,252
Expenses. Certain deemed distributions of participant loans2015-12-31$3,731
Value of total corrective distributions2015-12-31$3,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$180,596
Value of total assets at end of year2015-12-31$554,919
Value of total assets at beginning of year2015-12-31$400,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$925
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$451
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,987
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$41,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$180,596
Participant contributions at end of year2015-12-31$3,330
Participant contributions at beginning of year2015-12-31$9,485
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$250
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$925
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$150,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$551,450
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$400,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$547,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$387,236
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$450
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,142
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,252
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FGMK, LLC
Accountancy firm EIN2015-12-31362929601
2014 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$118,003
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$44,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,736
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$95,758
Value of total assets at end of year2014-12-31$400,935
Value of total assets at beginning of year2014-12-31$327,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$795
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$439
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$23,223
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$33,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$95,102
Participant contributions at end of year2014-12-31$9,485
Participant contributions at beginning of year2014-12-31$10,240
Participant contributions at end of year2014-12-31$250
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$656
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$795
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$73,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$400,935
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$327,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$387,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$312,943
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$439
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,417
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,736
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FGMK, LLC
Accountancy firm EIN2014-12-31362929601
2013 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$185,584
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,262
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$137,183
Value of total assets at end of year2013-12-31$327,463
Value of total assets at beginning of year2013-12-31$168,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$885
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,068
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$53,977
Participant contributions at end of year2013-12-31$10,240
Participant contributions at beginning of year2013-12-31$11,593
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$885
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$159,437
Value of net assets at end of year (total assets less liabilities)2013-12-31$327,463
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$168,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$312,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$151,084
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$517
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,815
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,397
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,262
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FGMK, LLC
Accountancy firm EIN2013-12-31362929601
2012 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$47,556
Total of all expenses incurred2012-12-31$23,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,563
Value of total assets at end of year2012-12-31$168,026
Value of total assets at beginning of year2012-12-31$143,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$515
Total interest from all sources2012-12-31$687
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,239
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$28,563
Participant contributions at end of year2012-12-31$11,593
Participant contributions at beginning of year2012-12-31$15,673
Administrative expenses (other) incurred2012-12-31$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,373
Value of net assets at end of year (total assets less liabilities)2012-12-31$168,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$151,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$121,531
Interest on participant loans2012-12-31$686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FGMK, LLC
Accountancy firm EIN2012-12-31362929601
2011 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,082
Total income from all sources (including contributions)2011-12-31$50,449
Total of all expenses incurred2011-12-31$142,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$142,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,560
Value of total assets at end of year2011-12-31$143,653
Value of total assets at beginning of year2011-12-31$253,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$714
Total interest from all sources2011-12-31$763
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,941
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$50,066
Participant contributions at end of year2011-12-31$15,673
Participant contributions at beginning of year2011-12-31$17,000
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$17,082
Administrative expenses (other) incurred2011-12-31$714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-92,273
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,653
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$235,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$121,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$232,943
Interest on participant loans2011-12-31$763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$142,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FGMK, LLC
Accountancy firm EIN2011-12-31362929601
2010 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,000
Total income from all sources (including contributions)2010-12-31$143,048
Total of all expenses incurred2010-12-31$36,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,838
Expenses. Certain deemed distributions of participant loans2010-12-31$4,289
Value of total corrective distributions2010-12-31$17,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$113,692
Value of total assets at end of year2010-12-31$253,008
Value of total assets at beginning of year2010-12-31$140,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,306
Total interest from all sources2010-12-31$91
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,147
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$80,962
Participant contributions at end of year2010-12-31$17,000
Participant contributions at beginning of year2010-12-31$881
Participant contributions at end of year2010-12-31$1,277
Participant contributions at beginning of year2010-12-31$444
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$17,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,000
Administrative expenses (other) incurred2010-12-31$1,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$106,533
Value of net assets at end of year (total assets less liabilities)2010-12-31$235,926
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$232,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$138,142
Interest on participant loans2010-12-31$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$24,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FGMK, LLC
Accountancy firm EIN2010-12-31205394048
2009 : MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN

2023: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MERIDIAN BEHAVIORAL HEALTH, LLC 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered40
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered49
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered43
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $403
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $30
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $98
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $98
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501008-01
Policy instance 1
Insurance contract or identification number501008-01
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker namePETER ROBINSON

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