401k Plan data: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN plan

DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN
Plan identification number	001

DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY 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 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

DELTA COUNSELING ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DELTA COUNSELING ASSOCIATES, INC.

Employer identification number (EIN): 710417329

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 ELYSE KNOBLOCH 2023-03-27
001 2021-07-01 LILY WELLS 2023-10-10
001 2020-07-01 ELYSE KNOBLOCH 2022-04-07
001 2019-07-01 ELYSE KNOBLOCH 2021-01-27
001 2018-07-01 ELYSE KNOBLOCH 2019-10-10
001 2017-07-01 LILY WELLS 2018-10-02
001 2016-07-01 LILY WELLS 2017-08-14
001 2015-07-01 LILY WELLS
001 2014-07-01 LILY WELLS
001 2013-07-01 LILY WELLS
001 2012-07-01 LILY WELLS
001 2011-07-01 LILY WELLS
001 2010-07-01 LILY WELLS
001 2009-07-01 LILY WELLS
001 2009-07-01 LILY WELLS
001 2009-07-01 LILY WELLS
001 2009-07-01 LILY WELLS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	ELYSE KNOBLOCH	2023-03-27
001	2021-07-01	LILY WELLS	2023-10-10
001	2020-07-01	ELYSE KNOBLOCH	2022-04-07
001	2019-07-01	ELYSE KNOBLOCH	2021-01-27
001	2018-07-01	ELYSE KNOBLOCH	2019-10-10
001	2017-07-01	LILY WELLS	2018-10-02
001	2016-07-01	LILY WELLS	2017-08-14
001	2015-07-01	LILY WELLS
001	2014-07-01	LILY WELLS
001	2013-07-01	LILY WELLS
001	2012-07-01	LILY WELLS
001	2011-07-01	LILY WELLS
001	2010-07-01	LILY WELLS
001	2009-07-01	LILY WELLS
001	2009-07-01	LILY WELLS
001	2009-07-01	LILY WELLS
001	2009-07-01	LILY WELLS

Plan Statistics for DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2015: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 68
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 28
Total of all active and inactive participants 2015-07-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 96
Number of participants with account balances 2015-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 68
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 38
Total of all active and inactive participants 2014-07-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 106
Number of participants with account balances 2014-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 71
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 52
Total of all active and inactive participants 2013-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 123
Number of participants with account balances 2013-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 78
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 74
Total of all active and inactive participants 2012-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 152
Number of participants with account balances 2012-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 77
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 107
Total of all active and inactive participants 2011-07-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 184
Number of participants with account balances 2011-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 74
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 110
Total of all active and inactive participants 2010-07-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 184
Number of participants with account balances 2010-07-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 61
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 98
Total of all active and inactive participants 2009-07-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 160
Number of participants with account balances 2009-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2015: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	68
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	28
Total of all active and inactive participants	2015-07-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	96
Number of participants with account balances	2015-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	68
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	38
Total of all active and inactive participants	2014-07-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	106
Number of participants with account balances	2014-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	71
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	52
Total of all active and inactive participants	2013-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	123
Number of participants with account balances	2013-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	78
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	74
Total of all active and inactive participants	2012-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	152
Number of participants with account balances	2012-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	77
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	107
Total of all active and inactive participants	2011-07-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	184
Number of participants with account balances	2011-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	74
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	110
Total of all active and inactive participants	2010-07-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	184
Number of participants with account balances	2010-07-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	61
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	98
Total of all active and inactive participants	2009-07-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	160
Number of participants with account balances	2009-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2016 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$337,814
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$179,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$175,499
Value of total corrective distributions	2016-06-30	$1,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$282,831
Value of total assets at end of year	2016-06-30	$2,532,311
Value of total assets at beginning of year	2016-06-30	$2,373,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,526
Total interest from all sources	2016-06-30	$63,791
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$200,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$127,440
Participant contributions at end of year	2016-06-30	$165,104
Participant contributions at beginning of year	2016-06-30	$128,840
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$158,772
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,532,311
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,373,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$755,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$676,316
Interest on participant loans	2016-06-30	$259
Interest earned on other investments	2016-06-30	$63,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,612,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,568,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-8,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$153,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$175,499
Contract administrator fees	2016-06-30	$2,526
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2016-06-30	710649166
2015 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$373,849
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$280,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$276,381
Expenses. Certain deemed distributions of participant loans	2015-06-30	$1,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$281,577
Value of total assets at end of year	2015-06-30	$2,373,539
Value of total assets at beginning of year	2015-06-30	$2,280,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,729
Total interest from all sources	2015-06-30	$60,619
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$200,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$125,839
Participant contributions at end of year	2015-06-30	$128,840
Participant contributions at beginning of year	2015-06-30	$115,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$93,197
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,373,539
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,280,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$676,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$680,697
Interest on participant loans	2015-06-30	$18
Interest earned on other investments	2015-06-30	$60,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,568,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,483,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$31,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$155,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$276,381
Contract administrator fees	2015-06-30	$2,729
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2015-06-30	421570005
2014 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$473,123
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$391,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$386,043
Expenses. Certain deemed distributions of participant loans	2014-06-30	$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$285,051
Value of total assets at end of year	2014-06-30	$2,280,342
Value of total assets at beginning of year	2014-06-30	$2,198,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$3,443
Total interest from all sources	2014-06-30	$58,904
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$200,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$120,454
Participant contributions at end of year	2014-06-30	$115,656
Participant contributions at beginning of year	2014-06-30	$79,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$81,782
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,280,342
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,198,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$680,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$642,213
Interest on participant loans	2014-06-30	$129
Interest earned on other investments	2014-06-30	$58,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,483,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,477,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$129,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$164,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$386,043
Contract administrator fees	2014-06-30	$3,443
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2014-06-30	421570005
2013 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$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	$396,901
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$121,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$112,190
Expenses. Certain deemed distributions of participant loans	2013-06-30	$4,566
Value of total corrective distributions	2013-06-30	$1,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$261,378
Value of total assets at end of year	2013-06-30	$2,198,560
Value of total assets at beginning of year	2013-06-30	$1,923,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,577
Total interest from all sources	2013-06-30	$55,839
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$200,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$99,108
Participant contributions at end of year	2013-06-30	$79,341
Participant contributions at beginning of year	2013-06-30	$80,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$275,343
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,198,560
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,923,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$642,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$512,796
Interest on participant loans	2013-06-30	$488
Interest earned on other investments	2013-06-30	$55,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,477,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,330,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$79,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$162,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$112,190
Contract administrator fees	2013-06-30	$3,577
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2013-06-30	421570005
2012 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$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
Total income from all sources (including contributions)	2012-06-30	$271,193
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$94,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$80,311
Expenses. Certain deemed distributions of participant loans	2012-06-30	$10,779
Value of total corrective distributions	2012-06-30	$652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$218,950
Value of total assets at end of year	2012-06-30	$1,923,217
Value of total assets at beginning of year	2012-06-30	$1,746,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$3,090
Total interest from all sources	2012-06-30	$52,204
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$200,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$87,038
Participant contributions at end of year	2012-06-30	$80,363
Participant contributions at beginning of year	2012-06-30	$88,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$176,361
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,923,217
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,746,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$512,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$451,331
Interest on participant loans	2012-06-30	$843
Interest earned on other investments	2012-06-30	$51,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,330,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,206,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$39
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$131,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$80,311
Contract administrator fees	2012-06-30	$3,090
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2012-06-30	421570005
2011 : DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$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
Total income from all sources (including contributions)	2011-06-30	$246,847
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$153,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$138,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$142,910
Value of total assets at end of year	2011-06-30	$1,746,856
Value of total assets at beginning of year	2011-06-30	$1,653,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$15,223
Total interest from all sources	2011-06-30	$8,740
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$200,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$69,870
Participant contributions at end of year	2011-06-30	$88,864
Participant contributions at beginning of year	2011-06-30	$98,408
Administrative expenses (other) incurred	2011-06-30	$12,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$93,416
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,746,856
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,653,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$451,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$333,447
Interest on participant loans	2011-06-30	$1,024
Interest earned on other investments	2011-06-30	$7,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,206,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,221,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$95,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$73,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$138,208
Contract administrator fees	2011-06-30	$3,074
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	SEARCY & ASSOCIATES, LLC
Accountancy firm EIN	2011-06-30	421570005

Form 5500 Responses for DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN

2015: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: DELTA COUNSELING ASSOCIATES, INC. TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	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

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	85
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $8,528
Total amount of fees paid to insurance company	USD $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 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 $8,528
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	97
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $8,595
Total amount of fees paid to insurance company	USD $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 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 $8,595
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	116
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $8,496
Total amount of fees paid to insurance company	USD $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 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 $8,496
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	138
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,411
Total amount of fees paid to insurance company	USD $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 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 $7,411
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	170
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $6,020
Total amount of fees paid to insurance company	USD $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 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

891772008

Policy instance

Insurance contract or identification number	891772008
Number of Individuals Covered	163
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,665
Total amount of fees paid to insurance company	USD $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 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

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Company Name:	DELTA COUNSELING ASSOCIATES, INC.
Employer identification number (EIN):	710417329
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers