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MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameMENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN
Plan identification number 001

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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).
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC
Employer identification number (EIN):310787073
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHOEBE PECZKOWSKI CURT GILLESPIE2018-09-28
0012016-01-01PHOEBE PECZKOWSKI CURT GILLESPIE2017-10-16
0012015-01-01PHOEBE PECZKOWSKI CURT GILLESPIE2016-10-14
0012014-01-01PHOEBE PECZKOWSKI CURT GILLESPIE2015-09-28
0012013-01-01PHOEBE PECZKOWSKI CURT GILLESPIE2014-09-09
0012012-01-01PHOEBE PECZKOWSKI JAMES PERRY2013-10-09
0012011-01-01PHOEBE PECZKOWSKI
0012009-01-01PHOEBE S. PECZKOWSKI

Plan Statistics for MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

401k plan membership statisitcs for MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

Measure Date Value
2021: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01282
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01298
Total number of active participants reported on line 7a of the Form 55002020-01-01188
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01282
Number of participants with account balances2020-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01298
Number of participants with account balances2019-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01256
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01287
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01261
Number of participants with account balances2016-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01251
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01272
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01312
Total number of active participants reported on line 7a of the Form 55002013-01-01184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01238
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01248
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01305
Number of participants with account balances2012-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01329
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01317
Number of participants with account balances2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01287
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01303
Number of participants with account balances2009-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

Measure Date Value
2021 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$224,436
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,945,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,925,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$-36,982
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$7,720,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,238
Total interest from all sources2021-12-31$21,107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,666
Administrative expenses professional fees incurred2021-12-31$14,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,720,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,720,811
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,319,017
Interest earned on other investments2021-12-31$21,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,300,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$204,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$-36,982
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$101,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,925,009
Contract administrator fees2021-12-31$6,238
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2021-12-31310800053
2020 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$0
Total income from all sources (including contributions)2020-12-31$777,264
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$889,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$882,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$85,809
Value of total assets at end of year2020-12-31$7,720,811
Value of total assets at beginning of year2020-12-31$7,833,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,835
Total interest from all sources2020-12-31$59,760
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$227,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$227,213
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$101,534
Amount contributed by the employer to the plan for this plan year2020-12-31$101,534
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-112,195
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,720,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,833,006
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$4,300,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,577,202
Interest earned on other investments2020-12-31$59,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,319,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,148,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$404,451
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$85,809
Employer contributions (assets) at end of year2020-12-31$101,534
Employer contributions (assets) at beginning of year2020-12-31$107,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$882,624
Contract administrator fees2020-12-31$6,835
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 name2020-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2020-12-31310800053
2019 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,073,376
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,277,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,272,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,458
Value of total assets at end of year2019-12-31$7,833,006
Value of total assets at beginning of year2019-12-31$8,036,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,586
Total interest from all sources2019-12-31$76,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$250,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$250,991
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$107,778
Amount contributed by the employer to the plan for this plan year2019-12-31$107,778
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-203,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,833,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,036,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,577,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,303,373
Interest earned on other investments2019-12-31$76,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,148,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,627,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$642,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$103,458
Employer contributions (assets) at end of year2019-12-31$107,778
Employer contributions (assets) at beginning of year2019-12-31$106,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,272,467
Contract administrator fees2019-12-31$4,586
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2019-12-31310800053
2018 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-130,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$800,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$796,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$106,474
Value of total assets at end of year2018-12-31$8,036,683
Value of total assets at beginning of year2018-12-31$8,967,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,071
Total interest from all sources2018-12-31$72,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$321,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$321,108
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$106,110
Amount contributed by the employer to the plan for this plan year2018-12-31$106,110
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-931,265
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,036,683
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,967,948
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$4,303,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,982,621
Interest earned on other investments2018-12-31$72,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,627,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,868,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-630,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,474
Employer contributions (assets) at end of year2018-12-31$106,110
Employer contributions (assets) at beginning of year2018-12-31$116,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$796,501
Contract administrator fees2018-12-31$4,071
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 name2018-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2018-12-31310800053
2017 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$930,574
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$455,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$452,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$116,636
Value of total assets at end of year2017-12-31$8,967,948
Value of total assets at beginning of year2017-12-31$8,493,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,895
Total interest from all sources2017-12-31$66,015
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$248,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$248,664
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$474,653
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,967,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,493,295
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$4,982,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,363,828
Interest earned on other investments2017-12-31$66,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,868,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,020,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$499,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,636
Employer contributions (assets) at end of year2017-12-31$116,636
Employer contributions (assets) at beginning of year2017-12-31$108,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$452,026
Contract administrator fees2017-12-31$3,895
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 name2017-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2017-12-31310800053
2016 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$572,533
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,325,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,322,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$108,968
Value of total assets at end of year2016-12-31$8,493,295
Value of total assets at beginning of year2016-12-31$10,246,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,455
Total interest from all sources2016-12-31$67,983
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$155,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$155,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,753,314
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,493,295
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,246,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,363,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,494,980
Interest earned on other investments2016-12-31$67,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,020,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,653,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$239,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$108,968
Employer contributions (assets) at end of year2016-12-31$108,968
Employer contributions (assets) at beginning of year2016-12-31$98,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,322,392
Contract administrator fees2016-12-31$3,455
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2016-12-31310800053
2015 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$191,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$454,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$450,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$98,875
Value of total assets at end of year2015-12-31$10,246,609
Value of total assets at beginning of year2015-12-31$10,509,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,655
Total interest from all sources2015-12-31$69,632
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$307,720
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$307,720
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$98,875
Amount contributed by the employer to the plan for this plan year2015-12-31$98,875
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-262,771
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,246,609
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,509,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,494,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,735,029
Interest earned on other investments2015-12-31$69,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,653,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,672,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-284,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$98,875
Employer contributions (assets) at end of year2015-12-31$98,508
Employer contributions (assets) at beginning of year2015-12-31$102,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$450,863
Contract administrator fees2015-12-31$3,655
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK, SCHAFER, HACKETT & COMPANY
Accountancy firm EIN2015-12-31310800053
2014 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$511,180
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,363,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,359,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$106,374
Value of total assets at end of year2014-12-31$10,509,380
Value of total assets at beginning of year2014-12-31$11,361,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,419
Total interest from all sources2014-12-31$74,417
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$343,462
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$343,462
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$123,800
Amount contributed by the employer to the plan for this plan year2014-12-31$123,800
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-852,586
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,509,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,361,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$760
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,735,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,892,538
Interest earned on other investments2014-12-31$74,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,672,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,346,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-13,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$102,346
Employer contributions (assets) at end of year2014-12-31$102,346
Employer contributions (assets) at beginning of year2014-12-31$122,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,359,347
Contract administrator fees2014-12-31$3,659
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK, SCHAFER, HACKETT & CO
Accountancy firm EIN2014-12-31310800053
2013 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,302,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$565,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$561,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$122,520
Value of total assets at end of year2013-12-31$11,361,966
Value of total assets at beginning of year2013-12-31$10,624,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,700
Total interest from all sources2013-12-31$84,738
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$187,711
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$187,711
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$130,537
Amount contributed by the employer to the plan for this plan year2013-12-31$130,537
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$737,666
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,361,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,624,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,892,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,908,488
Interest earned on other investments2013-12-31$84,738
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$4,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,346,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,370,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$906,748
Net investment gain or loss from common/collective trusts2013-12-31$1,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,520
Employer contributions (assets) at end of year2013-12-31$122,520
Employer contributions (assets) at beginning of year2013-12-31$341,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$561,486
Contract administrator fees2013-12-31$3,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK, SCHAFER, HACKETT & CO
Accountancy firm EIN2013-12-31310800053
2012 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,096,321
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$878,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$866,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$341,104
Value of total assets at end of year2012-12-31$10,624,300
Value of total assets at beginning of year2012-12-31$10,406,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,928
Total interest from all sources2012-12-31$28,172
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$149,768
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$149,768
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$350,440
Amount contributed by the employer to the plan for this plan year2012-12-31$350,440
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at beginning of year2012-12-31$337
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$217,949
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,624,300
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,406,351
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$4,908,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,159,529
Interest earned on other investments2012-12-31$28,169
Value of interest in common/collective trusts at end of year2012-12-31$4,376
Value of interest in common/collective trusts at beginning of year2012-12-31$5,879,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,370,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$513,700
Net investment gain or loss from common/collective trusts2012-12-31$63,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$341,104
Employer contributions (assets) at end of year2012-12-31$341,104
Employer contributions (assets) at beginning of year2012-12-31$359,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$866,444
Contract administrator fees2012-12-31$11,928
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 name2012-12-31CLARK, SCHAFER, HACKETT & CO
Accountancy firm EIN2012-12-31310800053
2011 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$359
Total income from all sources (including contributions)2011-12-31$378,471
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,046,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,037,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$329,272
Value of total assets at end of year2011-12-31$10,406,351
Value of total assets at beginning of year2011-12-31$11,074,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,958
Total interest from all sources2011-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,623
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$146,623
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$329,272
Minimum employer required contribution for this plan year2011-12-31$329,272
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$359
Total non interest bearing cash at end of year2011-12-31$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-667,539
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,406,351
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,073,890
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$4,159,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,417,782
Value of interest in common/collective trusts at end of year2011-12-31$5,879,032
Value of interest in common/collective trusts at beginning of year2011-12-31$6,278,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-211,855
Net investment gain or loss from common/collective trusts2011-12-31$114,429
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$329,272
Employer contributions (assets) at end of year2011-12-31$359,224
Employer contributions (assets) at beginning of year2011-12-31$371,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,037,052
Contract administrator fees2011-12-31$8,958
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 name2011-12-31CLARK, SCHAFER, HACKETT & CO
Accountancy firm EIN2011-12-31310800053
2010 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12
Total income from all sources (including contributions)2010-12-31$1,092,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,064,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,064,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$371,898
Value of total assets at end of year2010-12-31$11,074,249
Value of total assets at beginning of year2010-12-31$11,046,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$128,831
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$128,831
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$371,898
Minimum employer required contribution for this plan year2010-12-31$371,898
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12
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$27,276
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,073,890
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,046,614
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$4,417,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,861,147
Value of interest in common/collective trusts at end of year2010-12-31$6,278,461
Value of interest in common/collective trusts at beginning of year2010-12-31$6,679,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$432,833
Net investment gain or loss from common/collective trusts2010-12-31$158,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$371,898
Employer contributions (assets) at end of year2010-12-31$371,898
Employer contributions (assets) at beginning of year2010-12-31$500,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,064,969
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK, SCHAFER, HACKETT & CO
Accountancy firm EIN2010-12-31310800053
2009 : MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$500,335
Amount contributed by the employer to the plan for this plan year2009-12-31$500,335

Form 5500 Responses for MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN

2021: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
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: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION 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: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893484-087
Policy instance 1
Insurance contract or identification number893484-087
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893484-087
Policy instance 1
Insurance contract or identification number893484-087
Number of Individuals Covered127
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893484-087
Policy instance 1
Insurance contract or identification number893484-087
Number of Individuals Covered150
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893484-087
Policy instance 1
Insurance contract or identification number893484-087
Number of Individuals Covered178
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberMP063983/893484
Policy instance 1
Insurance contract or identification numberMP063983/893484
Number of Individuals Covered233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberMP063983/893484
Policy instance 1
Insurance contract or identification numberMP063983/893484
Number of Individuals Covered188
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberMP063983
Policy instance 1
Insurance contract or identification numberMP063983
Number of Individuals Covered198
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberMP063983
Policy instance 1
Insurance contract or identification numberMP063983
Number of Individuals Covered201
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberMP063983
Policy instance 1
Insurance contract or identification numberMP063983
Number of Individuals Covered208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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