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THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameTHE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN
Plan identification number 001

THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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

THE MENTAL HEALTH CENTER OF GREATER MANCHESTER has sponsored the creation of one or more 401k plans.

Company Name:THE MENTAL HEALTH CENTER OF GREATER MANCHESTER
Employer identification number (EIN):020258994
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA A DESCHENEAU
0012016-01-01LISA A DESCHENEAU
0012015-01-01LISA A DESCHENEAU
0012014-01-01LISA DESCHENEAU
0012013-01-01LISA DESCHENEAU
0012012-01-01LISA DESCHENEAU
0012011-01-01LISA DESCHENEAU
0012009-01-01LISA DESCHENEAU

Plan Statistics for THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01632
Total number of active participants reported on line 7a of the Form 55002023-01-01468
Number of retired or separated participants receiving benefits2023-01-019
Number of other retired or separated participants entitled to future benefits2023-01-01133
Total of all active and inactive participants2023-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01610
Number of participants with account balances2023-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01485
Total number of active participants reported on line 7a of the Form 55002022-01-01481
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01123
Total of all active and inactive participants2022-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01632
Number of participants with account balances2022-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01595
Total number of active participants reported on line 7a of the Form 55002021-01-01474
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01634
Number of participants with account balances2021-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01602
Total number of active participants reported on line 7a of the Form 55002020-01-01464
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01595
Number of participants with account balances2020-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01574
Total number of active participants reported on line 7a of the Form 55002019-01-01477
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01602
Number of participants with account balances2019-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01543
Total number of active participants reported on line 7a of the Form 55002018-01-01457
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01574
Number of participants with account balances2018-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01574
Total number of active participants reported on line 7a of the Form 55002017-01-01428
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01543
Number of participants with account balances2017-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01488
Total number of active participants reported on line 7a of the Form 55002016-01-01459
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01574
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01413
Total number of active participants reported on line 7a of the Form 55002015-01-01355
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01488
Number of participants with account balances2015-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01423
Total number of active participants reported on line 7a of the Form 55002014-01-01310
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01413
Number of participants with account balances2014-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01452
Total number of active participants reported on line 7a of the Form 55002013-01-01317
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01423
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01466
Total number of active participants reported on line 7a of the Form 55002012-01-01345
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01106
Total of all active and inactive participants2012-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01452
Number of participants with account balances2012-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01755
Total number of active participants reported on line 7a of the Form 55002011-01-01336
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01129
Total of all active and inactive participants2011-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01466
Number of participants with account balances2011-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01689
Total number of active participants reported on line 7a of the Form 55002009-01-01714
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01732
Number of participants with account balances2009-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,897,453
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,594,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,509,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,322,457
Value of total assets at end of year2023-12-31$29,060,527
Value of total assets at beginning of year2023-12-31$28,757,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$84,292
Total interest from all sources2023-12-31$9,171
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$724,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$724,905
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,396,591
Participant contributions at end of year2023-12-31$97,454
Participant contributions at beginning of year2023-12-31$101,748
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$48,270
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$181,270
Administrative expenses (other) incurred2023-12-31$4,661
Total non interest bearing cash at end of year2023-12-31$254
Total non interest bearing cash at beginning of year2023-12-31$15,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$303,342
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,060,527
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$28,757,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,563,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$24,996,441
Interest on participant loans2023-12-31$6,506
Interest earned on other investments2023-12-31$2,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,399,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,569,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,840,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$744,596
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$26,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,509,819
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2023-12-31010494526
2022 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,617,614
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,074,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,004,190
Expenses. Certain deemed distributions of participant loans2022-12-31$6,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,486,729
Value of total assets at end of year2022-12-31$28,757,185
Value of total assets at beginning of year2022-12-31$36,448,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,015
Total interest from all sources2022-12-31$84,456
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$886,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$886,891
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,422,920
Participant contributions at end of year2022-12-31$101,748
Participant contributions at beginning of year2022-12-31$146,740
Participant contributions at end of year2022-12-31$48,270
Participant contributions at beginning of year2022-12-31$45,970
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$304,465
Other income not declared elsewhere2022-12-31$37,325
Administrative expenses (other) incurred2022-12-31$63,015
Total non interest bearing cash at end of year2022-12-31$15,030
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,691,783
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,757,185
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,448,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,996,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,557,600
Interest on participant loans2022-12-31$6,812
Interest earned on other investments2022-12-31$77,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,569,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,672,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,113,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$759,344
Employer contributions (assets) at end of year2022-12-31$26,104
Employer contributions (assets) at beginning of year2022-12-31$25,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,004,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2022-12-31010494526
2021 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$6,540,978
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,326,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,288,770
Expenses. Certain deemed distributions of participant loans2021-12-31$3,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,206,830
Value of total assets at end of year2021-12-31$36,448,968
Value of total assets at beginning of year2021-12-31$32,234,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,491
Total interest from all sources2021-12-31$109,471
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,086,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,086,593
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,428,827
Participant contributions at end of year2021-12-31$146,740
Participant contributions at beginning of year2021-12-31$162,969
Participant contributions at end of year2021-12-31$45,970
Participant contributions at beginning of year2021-12-31$50,041
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,125
Other income not declared elsewhere2021-12-31$30,141
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$4,214,885
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,448,968
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,234,083
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
Investment advisory and management fees2021-12-31$32,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,557,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,683,637
Interest on participant loans2021-12-31$7,865
Interest earned on other investments2021-12-31$101,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,672,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,310,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,107,943
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$742,878
Employer contributions (assets) at end of year2021-12-31$25,872
Employer contributions (assets) at beginning of year2021-12-31$27,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,288,770
Contract administrator fees2021-12-31$594
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2021-12-31010494526
2020 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$7,798,748
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,188,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,139,810
Expenses. Certain deemed distributions of participant loans2020-12-31$15,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,094,690
Value of total assets at end of year2020-12-31$32,234,083
Value of total assets at beginning of year2020-12-31$27,623,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,858
Total interest from all sources2020-12-31$129,208
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,089,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,089,990
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,309,736
Participant contributions at end of year2020-12-31$162,969
Participant contributions at beginning of year2020-12-31$185,177
Participant contributions at end of year2020-12-31$50,041
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$75,022
Other income not declared elsewhere2020-12-31$75,347
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$4,610,734
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,234,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,623,349
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
Investment advisory and management fees2020-12-31$32,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,683,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,521,502
Interest on participant loans2020-12-31$9,146
Interest earned on other investments2020-12-31$120,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,310,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,916,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,409,513
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$709,932
Employer contributions (assets) at end of year2020-12-31$27,288
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,139,810
Contract administrator fees2020-12-31$688
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2020-12-31010494526
2019 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$6,182,228
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,574,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,495,007
Expenses. Certain deemed distributions of participant loans2019-12-31$1,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,831,216
Value of total assets at end of year2019-12-31$27,623,349
Value of total assets at beginning of year2019-12-31$23,015,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,754
Total interest from all sources2019-12-31$123,932
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$938,313
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$938,313
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,164,906
Participant contributions at end of year2019-12-31$185,177
Participant contributions at beginning of year2019-12-31$200,896
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,242
Other income not declared elsewhere2019-12-31$60,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,607,688
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,623,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,015,661
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
Investment advisory and management fees2019-12-31$60,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,521,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,919,819
Interest on participant loans2019-12-31$10,407
Interest earned on other investments2019-12-31$113,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,916,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,894,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,228,446
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$602,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,495,007
Contract administrator fees2019-12-31$17,433
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 name2019-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2019-12-31010494526
2018 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$759,198
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,000,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,920,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,660,672
Value of total assets at end of year2018-12-31$23,015,661
Value of total assets at beginning of year2018-12-31$24,256,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,715
Total interest from all sources2018-12-31$106,746
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,045,669
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$1,045,669
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$958,653
Participant contributions at end of year2018-12-31$200,896
Participant contributions at beginning of year2018-12-31$216,451
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$200,254
Other income not declared elsewhere2018-12-31$58,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,241,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,015,661
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,256,759
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
Investment advisory and management fees2018-12-31$58,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,919,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,207,375
Interest on participant loans2018-12-31$9,242
Interest earned on other investments2018-12-31$97,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,894,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,832,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,112,295
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$501,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,920,581
Contract administrator fees2018-12-31$21,309
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 name2018-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2018-12-31010494526
2017 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$4,580,293
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,389,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,312,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,433,671
Value of total assets at end of year2017-12-31$24,256,759
Value of total assets at beginning of year2017-12-31$22,065,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,269
Total interest from all sources2017-12-31$105,277
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$801,269
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$801,269
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$852,279
Participant contributions at end of year2017-12-31$216,451
Participant contributions at beginning of year2017-12-31$201,394
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$146,071
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$55,479
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$2,191,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,256,759
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,065,705
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
Investment advisory and management fees2017-12-31$55,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,207,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,088,628
Interest on participant loans2017-12-31$8,382
Interest earned on other investments2017-12-31$96,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,832,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,775,683
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,184,597
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$435,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,312,970
Contract administrator fees2017-12-31$20,790
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 name2017-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2017-12-31030302296
2016 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$2,822,334
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,611,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,542,485
Expenses. Certain deemed distributions of participant loans2016-12-31$-509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,400,010
Value of total assets at end of year2016-12-31$22,065,705
Value of total assets at beginning of year2016-12-31$20,854,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,269
Total interest from all sources2016-12-31$102,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$578,637
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$578,637
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$819,469
Participant contributions at end of year2016-12-31$201,394
Participant contributions at beginning of year2016-12-31$179,402
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,641
Other income not declared elsewhere2016-12-31$51,209
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$1,211,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,065,705
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,854,616
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
Investment advisory and management fees2016-12-31$50,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,088,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,846,929
Interest on participant loans2016-12-31$6,339
Interest earned on other investments2016-12-31$95,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,775,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,828,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$690,204
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$424,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,542,485
Contract administrator fees2016-12-31$18,859
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 name2016-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2016-12-31030302296
2015 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$1,514,402
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,372,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,266,527
Expenses. Certain deemed distributions of participant loans2015-12-31$24,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,327,133
Value of total assets at end of year2015-12-31$20,854,616
Value of total assets at beginning of year2015-12-31$20,712,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,623
Total interest from all sources2015-12-31$110,077
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$697,150
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$697,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,250,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$855,923
Participant contributions at end of year2015-12-31$179,402
Participant contributions at beginning of year2015-12-31$208,926
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,791
Other income not declared elsewhere2015-12-31$63,109
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$142,164
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,854,616
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,712,452
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
Investment advisory and management fees2015-12-31$62,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,846,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,733,713
Interest on participant loans2015-12-31$8,939
Interest earned on other investments2015-12-31$101,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,828,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,769,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-683,067
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$415,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,266,527
Contract administrator fees2015-12-31$18,956
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 name2015-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2015-12-31030302296
2014 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$2,442,081
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,343,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,254,258
Expenses. Certain deemed distributions of participant loans2014-12-31$3,008
Value of total corrective distributions2014-12-31$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,203,947
Value of total assets at end of year2014-12-31$20,712,452
Value of total assets at beginning of year2014-12-31$20,614,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,307
Total interest from all sources2014-12-31$138,760
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$832,319
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$832,319
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,250,000
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$793,347
Participant contributions at end of year2014-12-31$208,926
Participant contributions at beginning of year2014-12-31$188,930
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,712
Other income not declared elsewhere2014-12-31$51,730
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$98,429
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,712,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,614,023
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$51,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,733,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,158,786
Interest on participant loans2014-12-31$7,244
Interest earned on other investments2014-12-31$131,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,769,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,266,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$215,325
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$387,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,254,258
Contract administrator fees2014-12-31$34,577
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 name2014-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2014-12-31030302296
2013 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$37,329
Total income from all sources (including contributions)2013-12-31$4,524,336
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,304,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,146,190
Expenses. Certain deemed distributions of participant loans2013-12-31$29,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,188,975
Value of total assets at end of year2013-12-31$20,614,023
Value of total assets at beginning of year2013-12-31$17,431,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$128,983
Total interest from all sources2013-12-31$162,590
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$746,718
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$746,718
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,250,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$780,214
Participant contributions at end of year2013-12-31$188,930
Participant contributions at beginning of year2013-12-31$219,065
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$37,329
Other income not declared elsewhere2013-12-31$73,243
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$3,219,684
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,614,023
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,394,339
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
Investment advisory and management fees2013-12-31$73,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,158,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,104,780
Interest on participant loans2013-12-31$7,659
Interest earned on other investments2013-12-31$154,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$51,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$51,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,266,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,056,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,352,810
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$406,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,146,190
Contract administrator fees2013-12-31$55,740
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 name2013-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2013-12-31030302296
2012 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$37,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,161
Total income from all sources (including contributions)2012-12-31$2,907,363
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$596,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$558,635
Value of total corrective distributions2012-12-31$599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,170,712
Value of total assets at end of year2012-12-31$17,431,668
Value of total assets at beginning of year2012-12-31$15,099,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,204
Total interest from all sources2012-12-31$143,535
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,165
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$162,165
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$748,257
Participant contributions at end of year2012-12-31$219,065
Participant contributions at beginning of year2012-12-31$237,110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$37,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,161
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$2,310,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,394,339
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,083,414
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$12,104,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,457,817
Interest on participant loans2012-12-31$8,076
Interest earned on other investments2012-12-31$135,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$51,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,867
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$5,056,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,375,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,430,951
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$389,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$558,635
Contract administrator fees2012-12-31$37,204
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 name2012-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2012-12-31030302296
2011 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$16,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,459
Total income from all sources (including contributions)2011-12-31$1,115,001
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$786,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$738,356
Expenses. Certain deemed distributions of participant loans2011-12-31$8,962
Value of total corrective distributions2011-12-31$4,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,240,295
Value of total assets at end of year2011-12-31$15,099,575
Value of total assets at beginning of year2011-12-31$14,766,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,420
Total interest from all sources2011-12-31$124,687
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$238,429
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$238,429
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$797,182
Participant contributions at end of year2011-12-31$237,110
Participant contributions at beginning of year2011-12-31$179,332
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,459
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$328,366
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,083,414
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,755,048
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$10,457,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,196,998
Interest on participant loans2011-12-31$6,574
Interest earned on other investments2011-12-31$118,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,375,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,366,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-488,410
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$395,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$738,356
Contract administrator fees2011-12-31$34,420
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 name2011-12-31KITTEL BRANNAGAN & SARGENT, CPA
Accountancy firm EIN2011-12-31030302296
2010 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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$11,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,679,398
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,491,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,461,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,153,729
Value of total assets at end of year2010-12-31$14,766,507
Value of total assets at beginning of year2010-12-31$13,567,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,897
Total interest from all sources2010-12-31$110,367
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$155,955
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$155,955
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$724,779
Participant contributions at end of year2010-12-31$179,332
Participant contributions at beginning of year2010-12-31$196,565
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,459
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$1,187,416
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,755,048
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,567,632
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$11,196,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,861,887
Interest on participant loans2010-12-31$6,014
Interest earned on other investments2010-12-31$104,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,366,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,509,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,259,347
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$372,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,461,085
Contract administrator fees2010-12-31$30,897
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 name2010-12-31KITTEL BRANNAGAN & SARGENT, CPA
Accountancy firm EIN2010-12-31030302296
2009 : THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN

2023: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number891840+007
Policy instance 2
Insurance contract or identification number891840+007
Number of Individuals Covered91
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered39
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number891840+007
Policy instance 2
Insurance contract or identification number891840+007
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered44
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered68
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered49
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered52
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered207
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered184
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered58
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered176
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered60
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered169
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered61
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered66
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 number893858+007
Policy instance 2
Insurance contract or identification number893858+007
Number of Individuals Covered149
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered71
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 numberGP55252
Policy instance 2
Insurance contract or identification numberGP55252
Number of Individuals Covered150
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 number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered80
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 numberGP55252
Policy instance 2
Insurance contract or identification numberGP55252
Number of Individuals Covered168
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 numberGP55252
Policy instance 2
Insurance contract or identification numberGP55252
Number of Individuals Covered166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,413
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
Commission paid to Insurance BrokerUSD $9,413
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number891840+008
Policy instance 1
Insurance contract or identification number891840+008
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,545
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
Commission paid to Insurance BrokerUSD $3,545
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number891840+008
Policy instance 2
Insurance contract or identification number891840+008
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,900
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55252
Policy instance 1
Insurance contract or identification numberGP55252
Number of Individuals Covered162
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,959
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55252
Policy instance 1
Insurance contract or identification numberGP55252
Number of Individuals Covered149
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,499
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
Commission paid to Insurance BrokerUSD $10,499
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number891840+008
Policy instance 2
Insurance contract or identification number891840+008
Number of Individuals Covered103
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,122
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
Commission paid to Insurance BrokerUSD $6,122
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION

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