Logo

LCMHS SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameLCMHS SAVINGS AND RETIREMENT PLAN
Plan identification number 001

LCMHS SAVINGS AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

LAMOILLE COUNTY MENTAL HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LAMOILLE COUNTY MENTAL HEALTH SERVICES
Employer identification number (EIN):030219658
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LCMHS SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMY FITZGERALD2023-10-13
0012021-01-01
0012020-01-01MICHAEL HARTMAN2021-09-02 MICHAEL HARTMAN2021-09-02
0012019-01-01MICHAEL HARTMAN2020-08-13 MICHAEL HARTMAN2020-08-13
0012018-01-01SAVITRI VAN SLUYTMAN2019-08-06 SAVITRI VAN SLUYTMAN2019-08-06
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SAVITRI VAN SLUYTMAN SAVITRI VAN SLUYTMAN2013-08-30
0012011-01-01SAVITRI VAN SLUYTMAN SAVITRI VAN SLUYTMAN2012-10-04
0012010-01-01DENIS HOULE
0012009-01-01SAVITRI VAN SLUYTMAN

Plan Statistics for LCMHS SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for LCMHS SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: LCMHS SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01260
Number of participants with account balances2022-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: LCMHS SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01261
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: LCMHS SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01250
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01255
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LCMHS SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LCMHS SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01238
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: LCMHS SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01214
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: LCMHS SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01196
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: LCMHS SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LCMHS SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01148
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LCMHS SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LCMHS SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: LCMHS SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LCMHS SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01185
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01147
Number of participants with account balances2010-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LCMHS SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LCMHS SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : LCMHS SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-440,076
Total of all expenses incurred2022-12-31$379,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$352,005
Expenses. Certain deemed distributions of participant loans2022-12-31$26,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$419,344
Value of total assets at end of year2022-12-31$4,263,388
Value of total assets at beginning of year2022-12-31$5,083,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,342
Total interest from all sources2022-12-31$304,813
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,576
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$2,576
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$254,010
Participant contributions at end of year2022-12-31$74,727
Participant contributions at beginning of year2022-12-31$87,054
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-819,960
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,263,388
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,083,348
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,995,346
Value of interest in pooled separate accounts at end of year2022-12-31$4,188,661
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$4,937
Interest earned on other investments2022-12-31$299,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-961,155
Net investment gain/loss from pooled separate accounts2022-12-31$-205,654
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$165,334
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$352,005
Contract administrator fees2022-12-31$1,342
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 name2022-12-31KITTEL, BRANAGAN & SARGENT
Accountancy firm EIN2022-12-31030302296
2021 : LCMHS SAVINGS AND RETIREMENT PLAN 2021 401k financial data
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$322
Total income from all sources (including contributions)2021-12-31$939,358
Total of all expenses incurred2021-12-31$500,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$496,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$425,322
Value of total assets at end of year2021-12-31$5,083,348
Value of total assets at beginning of year2021-12-31$4,644,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,905
Total interest from all sources2021-12-31$6,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$251,798
Participant contributions at end of year2021-12-31$87,054
Participant contributions at beginning of year2021-12-31$103,263
Participant contributions at end of year2021-12-31$731
Participant contributions at beginning of year2021-12-31$344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$322
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$439,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,083,348
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,644,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,995,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,540,815
Interest on participant loans2021-12-31$6,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$507,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$173,524
Employer contributions (assets) at end of year2021-12-31$217
Employer contributions (assets) at beginning of year2021-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$496,405
Contract administrator fees2021-12-31$3,905
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 name2021-12-31KITTEL, BRANAGAN & SARGENT
Accountancy firm EIN2021-12-31030302296
2020 : LCMHS SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,625
Total income from all sources (including contributions)2020-12-31$880,279
Total of all expenses incurred2020-12-31$213,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$208,385
Expenses. Certain deemed distributions of participant loans2020-12-31$538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$390,298
Value of total assets at end of year2020-12-31$4,644,622
Value of total assets at beginning of year2020-12-31$3,986,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,620
Total interest from all sources2020-12-31$7,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$168,592
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$168,592
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$398,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$221,936
Participant contributions at end of year2020-12-31$103,263
Participant contributions at beginning of year2020-12-31$125,470
Participant contributions at end of year2020-12-31$344
Participant contributions at beginning of year2020-12-31$440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,625
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$666,736
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,644,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,977,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,540,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,859,852
Interest on participant loans2020-12-31$7,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$313,519
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$168,362
Employer contributions (assets) at end of year2020-12-31$200
Employer contributions (assets) at beginning of year2020-12-31$427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$208,385
Contract administrator fees2020-12-31$4,620
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2020-12-31030302296
2019 : LCMHS SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,907
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,088,709
Total of all expenses incurred2019-12-31$328,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$319,481
Expenses. Certain deemed distributions of participant loans2019-12-31$3,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,339
Value of total assets at end of year2019-12-31$3,986,189
Value of total assets at beginning of year2019-12-31$3,224,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,222
Total interest from all sources2019-12-31$6,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$334,435
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$334,435
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$212,931
Participant contributions at end of year2019-12-31$125,470
Participant contributions at beginning of year2019-12-31$104,835
Participant contributions at end of year2019-12-31$440
Participant contributions at beginning of year2019-12-31$1,126
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,907
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$759,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,977,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,217,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,859,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,117,373
Interest on participant loans2019-12-31$6,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$302,974
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$226,307
Employer contributions (assets) at end of year2019-12-31$427
Employer contributions (assets) at beginning of year2019-12-31$1,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$319,481
Contract administrator fees2019-12-31$6,222
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 name2019-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2019-12-31030302296
2018 : LCMHS SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,907
Total income from all sources (including contributions)2018-12-31$162,522
Total of all expenses incurred2018-12-31$152,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$148,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$411,062
Value of total assets at end of year2018-12-31$3,224,533
Value of total assets at beginning of year2018-12-31$3,207,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,668
Total interest from all sources2018-12-31$5,197
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$177,603
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$177,603
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$325,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$216,886
Participant contributions at end of year2018-12-31$104,835
Participant contributions at beginning of year2018-12-31$83,965
Participant contributions at end of year2018-12-31$1,126
Participant contributions at beginning of year2018-12-31$8,187
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,907
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,071
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,217,626
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,207,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,117,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,823,623
Interest on participant loans2018-12-31$5,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-431,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$172,892
Employer contributions (assets) at end of year2018-12-31$1,199
Employer contributions (assets) at beginning of year2018-12-31$291,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$148,783
Contract administrator fees2018-12-31$3,668
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 name2018-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2018-12-31030302296
2017 : LCMHS SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,047,795
Total of all expenses incurred2017-12-31$401,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$396,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$630,058
Value of total assets at end of year2017-12-31$3,207,555
Value of total assets at beginning of year2017-12-31$2,560,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,085
Total interest from all sources2017-12-31$3,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$112,800
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$112,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$325,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,137
Participant contributions at end of year2017-12-31$83,965
Participant contributions at beginning of year2017-12-31$45,166
Participant contributions at end of year2017-12-31$8,187
Participant contributions at beginning of year2017-12-31$98
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$646,749
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,207,555
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,560,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,823,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,464,254
Interest on participant loans2017-12-31$3,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$301,517
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$439,921
Employer contributions (assets) at end of year2017-12-31$291,780
Employer contributions (assets) at beginning of year2017-12-31$51,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$396,961
Contract administrator fees2017-12-31$4,085
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$183
Total income from all sources (including contributions)2016-12-31$515,524
Total of all expenses incurred2016-12-31$340,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$337,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$382,685
Value of total assets at end of year2016-12-31$2,560,806
Value of total assets at beginning of year2016-12-31$2,385,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,630
Total interest from all sources2016-12-31$2,525
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,228
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$65,228
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$325,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$170,571
Participant contributions at end of year2016-12-31$45,166
Participant contributions at beginning of year2016-12-31$37,038
Participant contributions at end of year2016-12-31$98
Participant contributions at beginning of year2016-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$183
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$175,514
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,560,806
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,385,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,464,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,998,746
Interest on participant loans2016-12-31$2,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$65,086
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$198,332
Employer contributions (assets) at end of year2016-12-31$51,288
Employer contributions (assets) at beginning of year2016-12-31$349,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$337,380
Contract administrator fees2016-12-31$2,630
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$251
Total income from all sources (including contributions)2015-12-31$654,978
Total of all expenses incurred2015-12-31$106,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$104,166
Value of total corrective distributions2015-12-31$737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$673,143
Value of total assets at end of year2015-12-31$2,385,475
Value of total assets at beginning of year2015-12-31$1,837,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,853
Total interest from all sources2015-12-31$1,429
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,162
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$68,162
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$151,145
Participant contributions at end of year2015-12-31$37,038
Participant contributions at beginning of year2015-12-31$27,646
Participant contributions at end of year2015-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$251
Other income not declared elsewhere2015-12-31$340
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$548,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,385,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,837,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,998,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,760,762
Interest on participant loans2015-12-31$1,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-88,096
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$475,920
Employer contributions (assets) at end of year2015-12-31$349,462
Employer contributions (assets) at beginning of year2015-12-31$48,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$104,166
Contract administrator fees2015-12-31$1,853
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$251
Total income from all sources (including contributions)2014-12-31$340,898
Total of all expenses incurred2014-12-31$263,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$261,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$228,491
Value of total assets at end of year2014-12-31$1,837,321
Value of total assets at beginning of year2014-12-31$1,760,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,871
Total interest from all sources2014-12-31$1,161
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$111,246
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$111,246
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$87,328
Participant contributions at end of year2014-12-31$27,646
Participant contributions at beginning of year2014-12-31$18,594
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$251
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$77,063
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,837,070
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,760,007
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,760,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,689,690
Interest on participant loans2014-12-31$1,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,023
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$114,916
Employer contributions (assets) at end of year2014-12-31$48,759
Employer contributions (assets) at beginning of year2014-12-31$47,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$261,964
Contract administrator fees2014-12-31$1,871
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,503
Total income from all sources (including contributions)2013-12-31$552,965
Total of all expenses incurred2013-12-31$214,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$375,074
Value of total assets at end of year2013-12-31$1,760,007
Value of total assets at beginning of year2013-12-31$1,422,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,356
Total interest from all sources2013-12-31$808
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$177,083
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$177,083
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$77,303
Participant contributions at end of year2013-12-31$18,594
Participant contributions at beginning of year2013-12-31$22,582
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$144,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,503
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$338,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,760,007
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,421,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,689,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,396,235
Interest on participant loans2013-12-31$808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,096
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$153,574
Employer contributions (assets) at end of year2013-12-31$47,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$213,012
Contract administrator fees2013-12-31$1,356
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,503
Total income from all sources (including contributions)2012-12-31$212,174
Total of all expenses incurred2012-12-31$240,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$239,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$116,332
Value of total assets at end of year2012-12-31$1,422,913
Value of total assets at beginning of year2012-12-31$1,449,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$586
Total interest from all sources2012-12-31$834
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,008
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$95,008
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$65,955
Participant contributions at end of year2012-12-31$22,582
Participant contributions at beginning of year2012-12-31$18,638
Participant contributions at beginning of year2012-12-31$2,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-27,901
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,421,410
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,449,311
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$1,396,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,010,358
Interest on participant loans2012-12-31$834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,096
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,377
Employer contributions (assets) at beginning of year2012-12-31$417,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$239,489
Contract administrator fees2012-12-31$586
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 : LCMHS SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$530,300
Total of all expenses incurred2011-12-31$160,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$160,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$532,351
Value of total assets at end of year2011-12-31$1,449,311
Value of total assets at beginning of year2011-12-31$1,079,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Total interest from all sources2011-12-31$843
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,850
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$14,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$70,070
Participant contributions at end of year2011-12-31$18,638
Participant contributions at beginning of year2011-12-31$15,684
Participant contributions at end of year2011-12-31$2,497
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$369,619
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,449,311
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,079,692
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$1,010,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,064,008
Interest on participant loans2011-12-31$843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,744
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$462,281
Employer contributions (assets) at end of year2011-12-31$417,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$160,606
Contract administrator fees2011-12-31$75
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 name2011-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2011-12-31030302296
2010 : LCMHS SAVINGS AND RETIREMENT 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$0
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$215,626
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$116,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,782
Expenses. Certain deemed distributions of participant loans2010-12-31$2,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$136,874
Value of total assets at end of year2010-12-31$1,079,692
Value of total assets at beginning of year2010-12-31$980,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,082
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,336
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$17,336
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$99,000
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$86,112
Participant contributions at end of year2010-12-31$15,684
Participant contributions at beginning of year2010-12-31$19,732
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$98,906
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,079,692
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$980,786
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$1,064,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$961,054
Interest on participant loans2010-12-31$1,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$60,334
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$50,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,782
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 name2010-12-31KITTELL,BRANAGAN & SARGENT
Accountancy firm EIN2010-12-31030302296
2009 : LCMHS SAVINGS AND RETIREMENT 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 LCMHS SAVINGS AND RETIREMENT PLAN

2022: LCMHS SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: LCMHS SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2019: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2018: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2017: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2016: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2015: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2014: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2013: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2012: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2011: LCMHS SAVINGS AND RETIREMENT 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 - TrustYes
2010: LCMHS SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LCMHS SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753388-01
Policy instance 1
Insurance contract or identification number753388-01
Number of Individuals Covered211
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,309
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,470
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered227
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,896
Total amount of fees paid to insurance companyUSD $2,353
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,896
Insurance broker organization code?3
Amount paid for insurance broker fees2353
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered236
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,305
Total amount of fees paid to insurance companyUSD $1,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,305
Insurance broker organization code?3
Amount paid for insurance broker fees1877
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,275
Total amount of fees paid to insurance companyUSD $1,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,275
Insurance broker organization code?3
Amount paid for insurance broker fees1729
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered229
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,906
Total amount of fees paid to insurance companyUSD $1,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,906
Insurance broker organization code?3
Amount paid for insurance broker fees1221
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,188
Total amount of fees paid to insurance companyUSD $1,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,188
Insurance broker organization code?3
Amount paid for insurance broker fees1664
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,923
Total amount of fees paid to insurance companyUSD $821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,923
Insurance broker organization code?3
Amount paid for insurance broker fees821
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,256
Total amount of fees paid to insurance companyUSD $709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,256
Insurance broker organization code?3
Amount paid for insurance broker fees709
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,694
Total amount of fees paid to insurance companyUSD $616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,694
Insurance broker organization code?3
Amount paid for insurance broker fees616
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,998
Total amount of fees paid to insurance companyUSD $601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,998
Insurance broker organization code?3
Amount paid for insurance broker fees601
Additional information about fees paid to insurance brokerADMININSTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826872
Policy instance 1
Insurance contract or identification numberGA-826872
Number of Individuals Covered68
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,426
Total amount of fees paid to insurance companyUSD $5,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1