401k Plan data: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN plan

PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 401k Plan overview

Plan Name	PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN
Plan identification number	001

PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

PUTNAM COUNTY COMPREHENSIVE SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name: PUTNAM COUNTY COMPREHENSIVE SERVICES INC.

Employer identification number (EIN): 351299026

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 LEA BOWMAN
001 2016-07-01 LEA BOWMAN
001 2015-07-01 LEA BOWMAN 2016-11-11
001 2014-07-01 LEA BOWMAN 2016-01-19 CHARLES SCHROEDER 2016-01-19
001 2013-07-01 LEA LIVELY 2014-09-23
001 2012-07-01 LEA LIVELY 2013-09-19
001 2011-07-01 LEA LIVELY 2012-08-28
001 2010-07-01 LEA ANN LIVELY 2011-12-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	LEA BOWMAN
001	2016-07-01	LEA BOWMAN
001	2015-07-01	LEA BOWMAN	2016-11-11
001	2014-07-01	LEA BOWMAN	2016-01-19	CHARLES SCHROEDER	2016-01-19
001	2013-07-01	LEA LIVELY	2014-09-23
001	2012-07-01	LEA LIVELY	2013-09-19
001	2011-07-01	LEA LIVELY	2012-08-28
001	2010-07-01	LEA ANN LIVELY	2011-12-19

Plan Statistics for PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN

401k plan membership statisitcs for PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN

Measure Date Value
2022: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 457
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 457
Number of retired or separated participants receiving benefits 2022-07-01 15
Number of other retired or separated participants entitled to future benefits 2022-07-01 14
Total of all active and inactive participants 2022-07-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 486
Number of participants with account balances 2022-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
2021: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 471
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 440
Number of retired or separated participants receiving benefits 2021-07-01 4
Number of other retired or separated participants entitled to future benefits 2021-07-01 20
Total of all active and inactive participants 2021-07-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 464
Number of participants with account balances 2021-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
2020: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 461
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 446
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 25
Total of all active and inactive participants 2020-07-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 474
Number of participants with account balances 2020-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 6
2019: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 537
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 540
Number of retired or separated participants receiving benefits 2019-07-01 4
Number of other retired or separated participants entitled to future benefits 2019-07-01 39
Total of all active and inactive participants 2019-07-01 583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 583
Number of participants with account balances 2019-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
2018: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 554
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 573
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 31
Total of all active and inactive participants 2018-07-01 604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 604
Number of participants with account balances 2018-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 5
2017: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 526
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 572
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 22
Total of all active and inactive participants 2017-07-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 594
Number of participants with account balances 2017-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 9
2016: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 457
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 447
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 16
Total of all active and inactive participants 2016-07-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 463
Number of participants with account balances 2016-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 7

Measure	Date	Value
2022: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	457
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	457
Number of retired or separated participants receiving benefits	2022-07-01	15
Number of other retired or separated participants entitled to future benefits	2022-07-01	14
Total of all active and inactive participants	2022-07-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	486
Number of participants with account balances	2022-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
2021: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	471
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	440
Number of retired or separated participants receiving benefits	2021-07-01	4
Number of other retired or separated participants entitled to future benefits	2021-07-01	20
Total of all active and inactive participants	2021-07-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	464
Number of participants with account balances	2021-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
2020: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	461
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	446
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	25
Total of all active and inactive participants	2020-07-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	474
Number of participants with account balances	2020-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	6
2019: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	537
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	540
Number of retired or separated participants receiving benefits	2019-07-01	4
Number of other retired or separated participants entitled to future benefits	2019-07-01	39
Total of all active and inactive participants	2019-07-01	583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	583
Number of participants with account balances	2019-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
2018: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	554
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	573
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	31
Total of all active and inactive participants	2018-07-01	604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	604
Number of participants with account balances	2018-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	5
2017: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	526
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	572
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	22
Total of all active and inactive participants	2017-07-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	594
Number of participants with account balances	2017-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	9
2016: PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	457
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	447
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	16
Total of all active and inactive participants	2016-07-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	463
Number of participants with account balances	2016-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	7

Financial Data on PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN

Measure	Date	Value
2023 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$201,255
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$100,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$93,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$102,262
Value of total assets at end of year	2023-06-30	$1,126,764
Value of total assets at beginning of year	2023-06-30	$1,025,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$7,101
Total interest from all sources	2023-06-30	$10,315
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$92,941
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$101,058
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$1,126,764
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$1,025,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$32,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$28,469
Value of interest in pooled separate accounts at end of year	2023-06-30	$778,019
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$684,032
Interest earned on other investments	2023-06-30	$10,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$316,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$313,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$3,555
Net investment gain/loss from pooled separate accounts	2023-06-30	$85,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$9,321
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$93,096
Contract administrator fees	2023-06-30	$7,101
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2023-06-30	204287594
2022 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$29,736
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$185,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$175,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$143,649
Value of total assets at end of year	2022-06-30	$1,025,706
Value of total assets at beginning of year	2022-06-30	$1,181,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$9,109
Total interest from all sources	2022-06-30	$10,112
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$-6,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$-6,115
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$102,387
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$30,981
Administrative expenses (other) incurred	2022-06-30	$707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-155,315
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,025,706
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,181,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$28,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$59,046
Value of interest in pooled separate accounts at end of year	2022-06-30	$684,032
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$822,726
Interest earned on other investments	2022-06-30	$10,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$313,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$299,249
Net investment gain/loss from pooled separate accounts	2022-06-30	$-117,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$10,281
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$175,942
Contract administrator fees	2022-06-30	$8,402
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2022-06-30	204287594
2021 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$334,602
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$146,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$134,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$118,048
Value of total assets at end of year	2021-06-30	$1,181,021
Value of total assets at beginning of year	2021-06-30	$992,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$11,683
Total interest from all sources	2021-06-30	$10,192
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$14,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$14,270
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$107,279
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$2,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$188,186
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,181,021
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$992,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$59,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$0
Value of interest in pooled separate accounts at end of year	2021-06-30	$822,726
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$632,982
Interest earned on other investments	2021-06-30	$10,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$299,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$359,853
Net investment gain/loss from pooled separate accounts	2021-06-30	$192,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$10,769
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$134,733
Contract administrator fees	2021-06-30	$9,547
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2021-06-30	204287594
2020 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$138,344
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$39,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$33,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$107,152
Value of total assets at end of year	2020-06-30	$992,835
Value of total assets at beginning of year	2020-06-30	$893,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$6,298
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$6,298
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$95,864
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$3,596
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$98,920
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$992,760
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$893,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$632,982
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$525,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$359,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$364,002
Net investment gain/loss from pooled separate accounts	2020-06-30	$31,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$11,288
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$32,894
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2020-06-30	204287594
2019 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$137,341
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$40,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$34,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$97,968
Value of total assets at end of year	2019-06-30	$893,840
Value of total assets at beginning of year	2019-06-30	$796,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$5,344
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$5,344
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$86,170
Participant contributions at end of year	2019-06-30	$3,596
Participant contributions at beginning of year	2019-06-30	$3,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$97,132
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$893,840
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$796,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$0
Value of interest in pooled separate accounts at end of year	2019-06-30	$525,779
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$488,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$364,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$304,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$39,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$11,798
Employer contributions (assets) at end of year	2019-06-30	$463
Employer contributions (assets) at beginning of year	2019-06-30	$494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$34,865
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2019-06-30	204287594
2018 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$128,394
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$34,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$29,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$89,058
Value of total assets at end of year	2018-06-30	$796,708
Value of total assets at beginning of year	2018-06-30	$702,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,063
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$4,851
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$75,764
Participant contributions at end of year	2018-06-30	$3,352
Participant contributions at beginning of year	2018-06-30	$2,724
Administrative expenses (other) incurred	2018-06-30	$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$94,187
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$796,708
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$702,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$70,280
Value of interest in pooled separate accounts at end of year	2018-06-30	$488,475
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$330,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$304,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$298,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$39,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$13,294
Employer contributions (assets) at end of year	2018-06-30	$494
Employer contributions (assets) at beginning of year	2018-06-30	$550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$29,144
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2018-06-30	204287594
2017 : PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$116,258
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$21,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$18,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$72,981
Value of total assets at end of year	2017-06-30	$702,521
Value of total assets at beginning of year	2017-06-30	$607,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,014
Total interest from all sources	2017-06-30	$12,323
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$250,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$61,781
Participant contributions at end of year	2017-06-30	$2,724
Participant contributions at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$95,070
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$702,521
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$607,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$70,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$199,328
Value of interest in pooled separate accounts at end of year	2017-06-30	$330,295
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Interest earned on other investments	2017-06-30	$12,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$298,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$408,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$19,365
Net investment gain/loss from pooled separate accounts	2017-06-30	$11,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$11,200
Employer contributions (assets) at end of year	2017-06-30	$550
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$18,174
Contract administrator fees	2017-06-30	$3,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HORIZON CPA SERVICES
Accountancy firm EIN	2017-06-30	204287594

Form 5500 Responses for PUTNAM COUNTY COMPREHENSIVE SERVICE, INC. 403 ( B) PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	19
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $613
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $613
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	89
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	19
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $521
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $521
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	84
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	21
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $616
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $616
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	94
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	21
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $610
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $610
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	122
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	21
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $601
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $601
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	112
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR23859

Policy instance

Insurance contract or identification number	CR23859
Number of Individuals Covered	22
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $597
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76616

Policy instance

Insurance contract or identification number	G76616
Number of Individuals Covered	112
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PUTNAM COUNTY COMPREHENSIVE SERVICES INC.
Employer identification number (EIN):	351299026
NAIC Classification:	624100
NAIC Description:	Individual and Family Services