401k Plan data: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN plan

BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 401k Plan overview

Plan Name	BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN
Plan identification number	002

BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEHAVIORAL HEALTH SYSTEM BALTIMORE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BEHAVIORAL HEALTH SYSTEM BALTIMORE, INC.

Employer identification number (EIN): 521519025

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 ARNOLD L. ROSS
002 2016-09-01 ARNOLD L. ROSS
002 2015-09-01 ARNOLD ROSS 2016-11-07
002 2014-09-01 ARNOLD ROSS 2016-06-06
002 2013-09-01 ARNOLD ROSS 2016-06-06

Plan Statistics for BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN

401k plan membership statisitcs for BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN

Measure Date Value
2022: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 76
Number of retired or separated participants receiving benefits 2022-07-01 10
Number of other retired or separated participants entitled to future benefits 2022-07-01 54
Total of all active and inactive participants 2022-07-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 141
Number of participants with account balances 2022-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 81
Number of retired or separated participants receiving benefits 2021-07-01 10
Number of other retired or separated participants entitled to future benefits 2021-07-01 52
Total of all active and inactive participants 2021-07-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 144
Number of participants with account balances 2021-07-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 82
Number of retired or separated participants receiving benefits 2020-07-01 12
Number of other retired or separated participants entitled to future benefits 2020-07-01 53
Total of all active and inactive participants 2020-07-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 148
Number of participants with account balances 2020-07-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 74
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 65
Total of all active and inactive participants 2019-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 139
Number of participants with account balances 2019-07-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 79
Number of other retired or separated participants entitled to future benefits 2018-07-01 65
Total of all active and inactive participants 2018-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 144
Number of participants with account balances 2018-07-01 143
2017: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 77
Number of retired or separated participants receiving benefits 2017-07-01 7
Number of other retired or separated participants entitled to future benefits 2017-07-01 59
Total of all active and inactive participants 2017-07-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 144
Number of participants with account balances 2017-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 80
Number of retired or separated participants receiving benefits 2016-09-01 7
Number of other retired or separated participants entitled to future benefits 2016-09-01 55
Total of all active and inactive participants 2016-09-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 142
Number of participants with account balances 2016-09-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0

Measure	Date	Value
2022: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	76
Number of retired or separated participants receiving benefits	2022-07-01	10
Number of other retired or separated participants entitled to future benefits	2022-07-01	54
Total of all active and inactive participants	2022-07-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	141
Number of participants with account balances	2022-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	81
Number of retired or separated participants receiving benefits	2021-07-01	10
Number of other retired or separated participants entitled to future benefits	2021-07-01	52
Total of all active and inactive participants	2021-07-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	144
Number of participants with account balances	2021-07-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	82
Number of retired or separated participants receiving benefits	2020-07-01	12
Number of other retired or separated participants entitled to future benefits	2020-07-01	53
Total of all active and inactive participants	2020-07-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	148
Number of participants with account balances	2020-07-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	74
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	65
Total of all active and inactive participants	2019-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	139
Number of participants with account balances	2019-07-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	79
Number of other retired or separated participants entitled to future benefits	2018-07-01	65
Total of all active and inactive participants	2018-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	144
Number of participants with account balances	2018-07-01	143
2017: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	77
Number of retired or separated participants receiving benefits	2017-07-01	7
Number of other retired or separated participants entitled to future benefits	2017-07-01	59
Total of all active and inactive participants	2017-07-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	144
Number of participants with account balances	2017-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	80
Number of retired or separated participants receiving benefits	2016-09-01	7
Number of other retired or separated participants entitled to future benefits	2016-09-01	55
Total of all active and inactive participants	2016-09-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	142
Number of participants with account balances	2016-09-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0

Financial Data on BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN

Measure	Date	Value
2023 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,616,988
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$559,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$554,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$656,656
Value of total assets at end of year	2023-06-30	$8,183,008
Value of total assets at beginning of year	2023-06-30	$7,125,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$5,080
Total interest from all sources	2023-06-30	$43,926
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$347,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$347,180
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$335,395
Participant contributions at end of year	2023-06-30	$92,753
Participant contributions at beginning of year	2023-06-30	$88,708
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,057,556
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$8,183,008
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$7,125,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$6,734,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$6,094,943
Interest on participant loans	2023-06-30	$5,206
Interest earned on other investments	2023-06-30	$38,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,355,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$941,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$569,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$321,261
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$554,352
Contract administrator fees	2023-06-30	$5,080
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2023-06-30	521743645
2022 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-508,744
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$668,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$662,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$655,736
Value of total assets at end of year	2022-06-30	$7,125,452
Value of total assets at beginning of year	2022-06-30	$8,303,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,905
Total interest from all sources	2022-06-30	$37,809
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$219,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$219,926
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$333,859
Participant contributions at end of year	2022-06-30	$88,708
Participant contributions at beginning of year	2022-06-30	$71,943
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$11,860
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$10,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,177,580
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,125,452
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,303,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$6,094,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$7,303,957
Interest on participant loans	2022-06-30	$3,796
Interest earned on other investments	2022-06-30	$34,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$941,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$904,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,422,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$311,470
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$11,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$662,931
Contract administrator fees	2022-06-30	$5,905
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2022-06-30	521743645
2021 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,439,396
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$510,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$505,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$595,393
Value of total assets at end of year	2021-06-30	$8,303,032
Value of total assets at beginning of year	2021-06-30	$6,374,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$4,980
Total interest from all sources	2021-06-30	$36,019
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$99,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$99,895
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$308,858
Participant contributions at end of year	2021-06-30	$71,943
Participant contributions at beginning of year	2021-06-30	$58,302
Participant contributions at end of year	2021-06-30	$11,860
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,928,715
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,303,032
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,374,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$7,303,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,422,473
Interest on participant loans	2021-06-30	$3,164
Interest earned on other investments	2021-06-30	$32,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$904,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$891,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,708,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$284,675
Employer contributions (assets) at end of year	2021-06-30	$11,174
Employer contributions (assets) at beginning of year	2021-06-30	$1,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$505,701
Contract administrator fees	2021-06-30	$4,980
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2021-06-30	521743645
2020 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$870,650
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$329,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$323,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$552,478
Value of total assets at end of year	2020-06-30	$6,374,317
Value of total assets at beginning of year	2020-06-30	$5,833,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$6,687
Total interest from all sources	2020-06-30	$35,298
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$107,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$107,509
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$279,265
Participant contributions at end of year	2020-06-30	$58,302
Participant contributions at beginning of year	2020-06-30	$47,564
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$8,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$540,707
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,374,317
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,833,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$5,422,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,931,070
Interest on participant loans	2020-06-30	$3,091
Interest earned on other investments	2020-06-30	$32,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$891,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$854,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$175,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$264,971
Employer contributions (assets) at end of year	2020-06-30	$1,677
Employer contributions (assets) at beginning of year	2020-06-30	$354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$323,256
Contract administrator fees	2020-06-30	$6,687
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2020-06-30	521743645
2019 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$857,647
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$222,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$216,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$569,016
Value of total assets at end of year	2019-06-30	$5,833,610
Value of total assets at beginning of year	2019-06-30	$5,198,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$5,569
Total interest from all sources	2019-06-30	$33,556
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$91,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$91,920
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$300,331
Participant contributions at end of year	2019-06-30	$47,564
Participant contributions at beginning of year	2019-06-30	$24,746
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$635,090
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,833,610
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,198,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,931,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,334,754
Interest on participant loans	2019-06-30	$1,906
Interest earned on other investments	2019-06-30	$31,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$854,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$839,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$163,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$268,685
Employer contributions (assets) at end of year	2019-06-30	$354
Employer contributions (assets) at beginning of year	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$216,988
Contract administrator fees	2019-06-30	$5,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2019-06-30	521743645
2018 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,044,860
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$98,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$93,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$587,118
Value of total assets at end of year	2018-06-30	$5,198,520
Value of total assets at beginning of year	2018-06-30	$4,251,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,543
Total interest from all sources	2018-06-30	$32,855
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$44,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$44,949
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$294,498
Participant contributions at end of year	2018-06-30	$24,746
Participant contributions at beginning of year	2018-06-30	$17,114
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$9,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$946,553
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,198,520
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,251,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,334,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,397,604
Interest on participant loans	2018-06-30	$1,067
Interest earned on other investments	2018-06-30	$31,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$839,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$832,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$379,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$283,147
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$4,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$93,764
Contract administrator fees	2018-06-30	$4,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2018-06-30	521743645
2017 : BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$827,697
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$254,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$248,360
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$451,303
Value of total assets at end of year	2017-06-30	$4,251,967
Value of total assets at beginning of year	2017-06-30	$3,678,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,117
Total interest from all sources	2017-06-30	$27,946
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$46,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$46,864
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$10,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$200,644
Participant contributions at end of year	2017-06-30	$17,114
Participant contributions at beginning of year	2017-06-30	$2,678
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$8,292
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$59,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$573,522
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,251,967
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,678,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,397,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,841,659
Interest on participant loans	2017-06-30	$399
Interest earned on other investments	2017-06-30	$27,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$832,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$816,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$301,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$191,062
Employer contributions (assets) at end of year	2017-06-30	$4,470
Employer contributions (assets) at beginning of year	2017-06-30	$9,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$248,360
Contract administrator fees	2017-06-30	$4,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2017-06-30	521743645

Form 5500 Responses for BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN

2022: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BEHAVIORAL HEALTH SYSTEM BALTIMORE 403(B) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	44
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $6,946
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,946
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	49
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $6,955
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,955
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	51
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $7,747
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,747
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	54
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $6,895
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,895
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	58
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $6,765
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,765
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR22984

Policy instance

Insurance contract or identification number	CR22984
Number of Individuals Covered	59
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,522
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	BEHAVIORAL HEALTH SYSTEM BALTIMORE, INC.
Employer identification number (EIN):	521519025
NAIC Classification:	624100
NAIC Description:	Individual and Family Services