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| Plan Name | BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | BEHAVIORAL HEALTH CARE ASSOCIATES, LTD |
| Employer identification number (EIN): | 363975172 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2012-12-01 | BLAISE WOLFRUM | 2014-01-23 | ||
| 501 | 2011-12-01 | BLAISE WOLFRUM | |||
| 501 | 2009-12-28 | BLAISE WOLFRUM |
| Measure | Date | Value |
|---|---|---|
| 2011: BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-12-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 0 |
| Total of all active and inactive participants | 2011-12-01 | 1 |
| 2009: BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-12-28 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-28 | 1 |
| Number of retired or separated participants receiving benefits | 2009-12-28 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-28 | 0 |
| Total of all active and inactive participants | 2009-12-28 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2012 : BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-11-30 | $323,977 |
| Total plan liabilities at beginning of year | 2012-11-30 | $197,856 |
| Total income from all sources | 2012-11-30 | $127,680 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $127,680 |
| Total plan assets at end of year | 2012-11-30 | $323,977 |
| Total plan assets at beginning of year | 2012-11-30 | $197,856 |
| Expenses. Other expenses not covered elsewhere | 2012-11-30 | $126,170 |
| Net income (gross income less expenses) | 2012-11-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $127,680 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $1,510 |
| 2011 : BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-11-30 | $103,245 |
| Total plan liabilities at beginning of year | 2011-11-30 | $103,015 |
| Total income from all sources | 2011-11-30 | $108,562 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $108,559 |
| Total plan assets at end of year | 2011-11-30 | $103,245 |
| Total plan assets at beginning of year | 2011-11-30 | $103,160 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $107,079 |
| Other income received | 2011-11-30 | $3 |
| Net income (gross income less expenses) | 2011-11-30 | $3 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $145 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $108,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $1,480 |
| 2011: BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEHAVIORAL HEALTH CARE ASSOCIATES, LTD WELFARE BENEFIT PLAN 2009 form 5500 responses | ||
| 2009-12-28 | Type of plan entity | Single employer plan |
| 2009-12-28 | First time form 5500 has been submitted | Yes |
| 2009-12-28 | Submission has been amended | No |
| 2009-12-28 | This submission is the final filing | No |
| 2009-12-28 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-28 | Plan is a collectively bargained plan | No |
| 2009-12-28 | Plan funding arrangement – Trust | Yes |
| 2009-12-28 | Plan benefit arrangement - Trust | Yes |
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 763884X | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 763884X | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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