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NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 401k Plan overview

Plan NameNATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN
Plan identification number 001

NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION 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.
  • 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

NATIONAL COUNCIL FOR MENTAL WELLBEING has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL COUNCIL FOR MENTAL WELLBEING
Employer identification number (EIN):237092671
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL COUNCIL FOR MENTAL WELLBEING

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2018-05-25
Company Identification Number: F209355
Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about NATIONAL COUNCIL FOR MENTAL WELLBEING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION 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
0012019-01-01
0012018-01-01
0012017-01-01ANDREW SYLVIA ANDREW SYLVIA2018-10-05
0012016-01-01BRUCE PELLEU2017-07-25 BRUCE PELLEU2017-07-25
0012015-01-01ANDREA MOORE2016-07-26 ANDREA MOORE2016-07-26
0012014-10-01ANDREA MOORE2015-07-27 ANDREA MOORE2015-07-27
0012013-10-01ANDREA MOORE2015-04-16 ANDREA MOORE2015-04-16
0012012-10-01ANDREA MOORE2014-04-16 ANDREA MOORE2014-04-16
0012011-10-01THOMAS WILLIS2013-01-17 THOMAS WILLIS2013-01-17
0012010-10-01THOMAS WILLIS2012-03-19 THOMAS WILLIS2012-03-19
0012008-10-01

Plan Statistics for NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN

401k plan membership statisitcs for NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN

Measure Date Value
2023: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01304
Total number of active participants reported on line 7a of the Form 55002023-01-01256
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0175
Total of all active and inactive participants2023-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01334
Number of participants with account balances2023-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01254
Total number of active participants reported on line 7a of the Form 55002022-01-01216
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01290
Number of participants with account balances2022-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01224
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01253
Number of participants with account balances2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2019: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01197
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01174
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN

Measure Date Value
2023 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION 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$8,386,058
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$601,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$518,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,748,593
Value of total assets at end of year2023-12-31$25,166,813
Value of total assets at beginning of year2023-12-31$17,382,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,534
Total interest from all sources2023-12-31$22,630
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$413,950
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$413,950
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
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$2,278,108
Participant contributions at end of year2023-12-31$314,617
Participant contributions at beginning of year2023-12-31$211,889
Participant contributions at end of year2023-12-31$101,826
Participant contributions at beginning of year2023-12-31$81,554
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$422,487
Other income not declared elsewhere2023-12-31$3,778
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$7,784,499
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,166,813
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,382,314
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,535,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,912,431
Interest on participant loans2023-12-31$20,021
Interest earned on other investments2023-12-31$2,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$114,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$100,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,197,107
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$2,047,998
Employer contributions (assets) at end of year2023-12-31$100,536
Employer contributions (assets) at beginning of year2023-12-31$76,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$518,025
Contract administrator fees2023-12-31$83,534
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 name2023-12-31MARCUUM LLP
Accountancy firm EIN2023-12-31111986323
2022 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION 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$540,656
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,971,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,903,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,990,383
Value of total assets at end of year2022-12-31$17,382,314
Value of total assets at beginning of year2022-12-31$19,812,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,224
Total interest from all sources2022-12-31$11,591
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,273
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$233,273
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$1,860,103
Participant contributions at end of year2022-12-31$211,889
Participant contributions at beginning of year2022-12-31$171,388
Participant contributions at end of year2022-12-31$81,554
Participant contributions at beginning of year2022-12-31$66,327
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$387,948
Other income not declared elsewhere2022-12-31$5,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,430,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,382,314
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,812,890
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$16,912,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,443,661
Interest on participant loans2022-12-31$10,290
Interest earned on other investments2022-12-31$1,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$68,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,700,201
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$1,742,332
Employer contributions (assets) at end of year2022-12-31$76,205
Employer contributions (assets) at beginning of year2022-12-31$63,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,903,008
Contract administrator fees2022-12-31$68,224
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 name2022-12-31MARCUM, LLP
Accountancy firm EIN2022-12-31111986323
2021 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,486,313
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,224,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,154,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,946,380
Value of total assets at end of year2021-12-31$19,812,890
Value of total assets at beginning of year2021-12-31$15,551,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,946
Total interest from all sources2021-12-31$14,360
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$233,740
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$233,740
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
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$1,398,693
Participant contributions at end of year2021-12-31$171,388
Participant contributions at beginning of year2021-12-31$197,170
Participant contributions at end of year2021-12-31$66,327
Participant contributions at beginning of year2021-12-31$72,344
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$198,803
Other income not declared elsewhere2021-12-31$6,582
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$4,261,842
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,812,890
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,551,048
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$19,443,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,765,990
Interest on participant loans2021-12-31$9,622
Interest earned on other investments2021-12-31$4,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$68,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$458,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,285,251
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$1,348,884
Employer contributions (assets) at end of year2021-12-31$63,433
Employer contributions (assets) at beginning of year2021-12-31$57,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,154,525
Contract administrator fees2021-12-31$69,946
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 name2021-12-31MARCUM, LLP
Accountancy firm EIN2021-12-31111986323
2019 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$4,358,405
Total income from all sources (including contributions)2019-12-31$4,358,405
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,236,109
Total of all expenses incurred2019-12-31$2,236,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,233,436
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,117,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,117,570
Value of total assets at end of year2019-12-31$12,164,274
Value of total assets at end of year2019-12-31$12,164,274
Value of total assets at beginning of year2019-12-31$10,041,978
Value of total assets at beginning of year2019-12-31$10,041,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,673
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$11,503
Total interest from all sources2019-12-31$11,503
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,381
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$182,381
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$182,381
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$877,645
Contributions received from participants2019-12-31$877,645
Participant contributions at end of year2019-12-31$99,439
Participant contributions at end of year2019-12-31$99,439
Participant contributions at beginning of year2019-12-31$34,752
Participant contributions at beginning of year2019-12-31$34,752
Participant contributions at end of year2019-12-31$37,242
Participant contributions at end of year2019-12-31$37,242
Participant contributions at beginning of year2019-12-31$38,210
Participant contributions at beginning of year2019-12-31$38,210
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$263,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$263,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$464
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$470
Other income not declared elsewhere2019-12-31$470
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,122,296
Value of net income/loss2019-12-31$2,122,296
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,164,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,164,274
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,041,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,041,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,562,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,562,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,698,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,698,751
Interest on participant loans2019-12-31$6,735
Interest on participant loans2019-12-31$6,735
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$4,768
Interest earned on other investments2019-12-31$4,768
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$421,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$421,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$225,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$225,766
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,046,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,046,481
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$976,073
Contributions received in cash from employer2019-12-31$976,073
Employer contributions (assets) at end of year2019-12-31$43,378
Employer contributions (assets) at end of year2019-12-31$43,378
Employer contributions (assets) at beginning of year2019-12-31$44,499
Employer contributions (assets) at beginning of year2019-12-31$44,499
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,232,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,232,972
Contract administrator fees2019-12-31$2,673
Contract administrator fees2019-12-31$2,673
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$98,418
Total income from all sources (including contributions)2018-12-31$1,567,385
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$468,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$466,877
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,311,713
Value of total assets at end of year2018-12-31$10,041,978
Value of total assets at beginning of year2018-12-31$9,041,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,926
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$3,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$155,700
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$155,700
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$833,987
Participant contributions at end of year2018-12-31$34,752
Participant contributions at beginning of year2018-12-31$33,392
Participant contributions at end of year2018-12-31$38,210
Participant contributions at beginning of year2018-12-31$39,205
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$737,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$98,418
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$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$1,098,582
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,041,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,943,396
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,698,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,846,638
Interest on participant loans2018-12-31$2,064
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,665
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$225,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$89,225
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-903,757
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$740,606
Employer contributions (assets) at end of year2018-12-31$44,499
Employer contributions (assets) at beginning of year2018-12-31$33,354
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$466,877
Contract administrator fees2018-12-31$1,926
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$98,418
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$3,366,323
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$861,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$860,486
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,235,413
Value of total assets at end of year2017-12-31$9,041,814
Value of total assets at beginning of year2017-12-31$6,438,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$841
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$2,557
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$140,160
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$140,160
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$699,091
Participant contributions at end of year2017-12-31$33,392
Participant contributions at beginning of year2017-12-31$38,267
Participant contributions at end of year2017-12-31$39,205
Participant contributions at beginning of year2017-12-31$28,319
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$775,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$98,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,504,996
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,943,396
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,438,400
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,846,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,266,644
Interest on participant loans2017-12-31$1,627
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$930
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$89,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$82,387
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$988,193
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$760,975
Employer contributions (assets) at end of year2017-12-31$33,354
Employer contributions (assets) at beginning of year2017-12-31$22,783
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$860,486
Contract administrator fees2017-12-31$841
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31RAFFA
Accountancy firm EIN2017-12-31521511275

Form 5500 Responses for NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN

2023: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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
2019: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2008: NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered334
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $631
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $631
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $298
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $213
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $163
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMCKEEVER III, JOHN L.

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