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CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN
Plan identification number 002

CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTERSTONE OF INDIANA has sponsored the creation of one or more 401k plans.

Company Name:CENTERSTONE OF INDIANA
Employer identification number (EIN):351147323
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01WAYNE EASTERWOOD
0022015-01-01WAYNE EASTERWOOD WAYNE EASTERWOOD2016-11-03
0022014-01-01CHRISTY HOOPER CHRISTY HOOPER2015-10-15
0022013-07-01CHRISTY HOOPER CHRISTY HOOPER2014-10-02
0022012-07-01CHRISTY HOOPER CHRISTY HOOPER2014-04-15
0022011-07-01CHRISTY HOOPER CHRISTY HOOPER2013-09-16
0022010-07-01CHRISTY HOOPER CHRISTY HOOPER2012-04-16
0022009-07-01CHRISTY HOOPER CHRISTY HOOPER2011-04-15
0022008-07-01SHANNON TULLOCH

Plan Statistics for CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN

Measure Date Value
2015: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01977
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,075
Total number of active participants reported on line 7a of the Form 55002014-01-011,014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,086
Number of participants with account balances2014-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0150
2013: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01736
Total number of active participants reported on line 7a of the Form 55002013-07-01654
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0178
Total of all active and inactive participants2013-07-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01732
Number of participants with account balances2013-07-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0124
2012: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01773
Total number of active participants reported on line 7a of the Form 55002012-07-01691
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0129
Total of all active and inactive participants2012-07-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01721
Number of participants with account balances2012-07-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0130
2011: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01856
Total number of active participants reported on line 7a of the Form 55002011-07-01758
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0136
Total of all active and inactive participants2011-07-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01794
Number of participants with account balances2011-07-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0133
2010: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01681
Total number of active participants reported on line 7a of the Form 55002010-07-01624
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0173
Total of all active and inactive participants2010-07-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01699
Number of participants with account balances2010-07-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0117
2009: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01629
Total number of active participants reported on line 7a of the Form 55002009-07-01580
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01608
Number of participants with account balances2009-07-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN

Measure Date Value
2015 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-02$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-02$0
Total unrealized appreciation/depreciation of assets2015-12-02$0
Total transfer of assets to this plan2015-12-02$0
Total transfer of assets from this plan2015-12-02$16,952,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-02$0
Total income from all sources (including contributions)2015-12-02$2,094,545
Total loss/gain on sale of assets2015-12-02$0
Total of all expenses incurred2015-12-02$2,085,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-02$2,030,353
Expenses. Certain deemed distributions of participant loans2015-12-02$0
Value of total corrective distributions2015-12-02$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-02$1,925,934
Value of total assets at end of year2015-12-02$0
Value of total assets at beginning of year2015-12-02$16,943,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-02$55,604
Total income from rents2015-12-02$0
Total interest from all sources2015-12-02$50,640
Total dividends received (eg from common stock, registered investment company shares)2015-12-02$60,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-02No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-02$60,369
Administrative expenses professional fees incurred2015-12-02$0
Was this plan covered by a fidelity bond2015-12-02Yes
Value of fidelity bond cover2015-12-02$2,000,000
If this is an individual account plan, was there a blackout period2015-12-02Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-02$0
Were there any nonexempt tranactions with any party-in-interest2015-12-02No
Amount of non-exempt transactions with any party-in-interest2015-12-02$0
Contributions received from participants2015-12-02$1,231,502
Participant contributions at end of year2015-12-02$0
Participant contributions at beginning of year2015-12-02$328,221
Participant contributions at end of year2015-12-02$0
Participant contributions at beginning of year2015-12-02$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-02$106,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-02$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-02$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-02$0
Other income not declared elsewhere2015-12-02$0
Administrative expenses (other) incurred2015-12-02$0
Liabilities. Value of operating payables at beginning of year2015-12-02$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-02No
Value of net income/loss2015-12-02$8,588
Value of net assets at end of year (total assets less liabilities)2015-12-02$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-02$16,943,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-02No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-02No
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 year2015-12-02$0
Were any leases to which the plan was party in default or uncollectible2015-12-02No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-02$0
Investment advisory and management fees2015-12-02$43,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-02$15,112,850
Interest on participant loans2015-12-02$12,152
Income. Interest from loans (other than to participants)2015-12-02$0
Interest earned on other investments2015-12-02$38,488
Income. Interest from US Government securities2015-12-02$0
Income. Interest from corporate debt instruments2015-12-02$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-02$1,502,810
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-02$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-02$57,602
Net investment gain/loss from pooled separate accounts2015-12-02$0
Net investment gain or loss from common/collective trusts2015-12-02$0
Net gain/loss from 103.12 investment entities2015-12-02$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-02No
Was there a failure to transmit to the plan any participant contributions2015-12-02Yes
Has the plan failed to provide any benefit when due under the plan2015-12-02No
Contributions received in cash from employer2015-12-02$588,172
Employer contributions (assets) at end of year2015-12-02$0
Employer contributions (assets) at beginning of year2015-12-02$0
Income. Dividends from preferred stock2015-12-02$0
Income. Dividends from common stock2015-12-02$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-02$2,030,353
Contract administrator fees2015-12-02$12,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-02Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-02$0
Did the plan have assets held for investment2015-12-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-02No
Aggregate proceeds on sale of assets2015-12-02$0
Aggregate carrying amount (costs) on sale of assets2015-12-02$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-02$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-02Yes
Opinion of an independent qualified public accountant for this plan2015-12-02Disclaimer
Accountancy firm name2015-12-02BLUE AND COMPANY
Accountancy firm EIN2015-12-02351178661
2014 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,167,002
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,070,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,029,243
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,192,028
Value of total assets at end of year2014-12-31$16,943,881
Value of total assets at beginning of year2014-12-31$14,846,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,857
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$51,051
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$257,018
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$257,018
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,281,186
Participant contributions at end of year2014-12-31$328,221
Participant contributions at beginning of year2014-12-31$288,492
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$315,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,096,902
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,943,881
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,846,979
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
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 year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$18,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,112,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,321,944
Interest on participant loans2014-12-31$13,501
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$37,550
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,502,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,236,543
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$666,905
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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$595,795
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,029,243
Contract administrator fees2014-12-31$22,055
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BLUE AND CO, LLC
Accountancy firm EIN2014-12-31351178661
2013 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,372,093
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$379,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$356,738
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$919,134
Value of total assets at end of year2013-12-31$14,846,979
Value of total assets at beginning of year2013-12-31$12,853,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,302
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$20,451
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$153,558
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$153,558
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$0
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$627,322
Participant contributions at end of year2013-12-31$288,492
Participant contributions at beginning of year2013-12-31$272,738
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,993,053
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,846,979
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,853,926
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
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 year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,321,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,678,775
Interest on participant loans2013-12-31$5,955
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$14,496
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,236,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$902,413
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,278,950
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$274,834
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$356,738
Contract administrator fees2013-12-31$22,302
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,161,772
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$534,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$499,554
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$2,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,795,834
Value of total assets at end of year2013-06-30$12,853,926
Value of total assets at beginning of year2013-06-30$10,226,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$32,815
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$33,727
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$186,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$186,618
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$1,195,019
Participant contributions at end of year2013-06-30$272,738
Participant contributions at beginning of year2013-06-30$183,304
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$55,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$1,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,627,148
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,853,926
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$10,226,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
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 year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,678,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,275,542
Interest on participant loans2013-06-30$9,549
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$24,178
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$902,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$767,932
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,145,593
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$545,394
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$498,173
Contract administrator fees2013-06-30$32,815
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLUE & CO
Accountancy firm EIN2013-06-30351178661
2012 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,597,984
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,346,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,294,606
Expenses. Certain deemed distributions of participant loans2012-06-30$1,405
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,821,193
Value of total assets at end of year2012-06-30$10,226,778
Value of total assets at beginning of year2012-06-30$9,975,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$50,380
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$28,544
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$167,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$167,409
Administrative expenses professional fees incurred2012-06-30$1,268
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$1,226,182
Participant contributions at end of year2012-06-30$183,304
Participant contributions at beginning of year2012-06-30$173,293
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$62,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$4,985
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$251,593
Value of net assets at end of year (total assets less liabilities)2012-06-30$10,226,778
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,975,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
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 year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$9,275,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,190,778
Interest on participant loans2012-06-30$7,680
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$20,864
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$767,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$611,104
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-419,162
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$532,706
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,294,606
Contract administrator fees2012-06-30$44,127
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLUE & CO LLC
Accountancy firm EIN2012-06-30351178661
2011 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$4,688,787
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,487,252
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,479,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,406,823
Expenses. Certain deemed distributions of participant loans2011-06-30$10,263
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,854,554
Value of total assets at end of year2011-06-30$9,975,185
Value of total assets at beginning of year2011-06-30$3,278,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$62,091
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$26,306
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$154,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$154,415
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$1,166,395
Participant contributions at end of year2011-06-30$173,293
Participant contributions at beginning of year2011-06-30$29,056
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$8,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$2,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$267
Administrative expenses (other) incurred2011-06-30$13,045
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$2,008,075
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,975,185
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,278,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
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 year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,190,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,961,464
Interest on participant loans2011-06-30$6,706
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$19,600
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$611,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$287,803
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,451,710
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$680,124
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,403,841
Contract administrator fees2011-06-30$49,046
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE & COMPANY
Accountancy firm EIN2011-06-30351178661
2010 : CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN

2015: CENTERSTONE OF INDIANA, INC, 403(B) 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: CENTERSTONE OF INDIANA, INC, 403(B) RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan 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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered930
Insurance policy start date2015-01-01
Insurance policy end date2015-12-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1086
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,450
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 $1,450
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered732
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,669
Total amount of fees paid to insurance companyUSD $1,286
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 $6,669
Amount paid for insurance broker fees1286
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 2
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2013-07-03
Total amount of commissions paid to insurance brokerUSD $6,673
Total amount of fees paid to insurance companyUSD $1,247
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 $6,673
Amount paid for insurance broker fees1247
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered721
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $26,777
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 $26,777
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered794
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $2,801
Total amount of fees paid to insurance companyUSD $14,756
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA06949
Policy instance 2
Insurance contract or identification numberTA06949
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2011-10-15
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 contracts of type 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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered699
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,183
Total amount of fees paid to insurance companyUSD $20,643
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068949
Policy instance 2
Insurance contract or identification numberTA068949
Number of Individuals Covered159
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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