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NEW VISTA OF THE BLUEGRASS, INC.

Company Details

Name: NEW VISTA OF THE BLUEGRASS, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 01 Jul 1971 (54 years ago)
Organization Date: 01 Jul 1971 (54 years ago)
Last Annual Report: 18 Apr 2024 (9 months ago)
Organization Number: 0006092
Industry: Health Services
Number of Employees: Large (100+)
ZIP code: 40511
Primary County: Fayette
Principal Office: 1351 NEWTOWN PIKE, LEXINGTON, KY 40511
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
HYMYPY96JAE8 2025-03-12 1351 NEWTOWN PIKE, LEXINGTON, KY, 40511, 1275, USA 1351 NEWTOWN PIKE, BLDG 1, LEXINGTON, KY, 40511, 1217, USA

Business Information

URL http://www.newvista.org
Congressional District 06
State/Country of Incorporation KY, USA
Activation Date 2024-03-14
Initial Registration Date 2005-05-05
Entity Start Date 1966-07-01
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name DANA R ROYSE
Role CFO
Address 1351 NEWTOWN PIKE, BLDG 1, LEXINGTON, KY, 40511, 1271, USA
Government Business
Title PRIMARY POC
Name DANA R ROYSE
Role CFO
Address 1351 NEWTOWN PIKE, BLDG 1, LEXINGTON, KY, 40511, 1271, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEW VISTA OF THE BLUEGRASS, INC. 401(K) PLAN 2023 610723605 2024-03-22 NEW VISTA OF THE BLUEGRASS, INC. 623
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 40511

Signature of

Role Plan administrator
Date 2024-03-22
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN 2023 610723605 2024-08-07 NEW VISTA OF THE BLUEGRASS, INC. 150
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-12-06
Business code 621420
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217

Number of participants as of the end of the plan year

Active participants 24
Other retired or separated participants entitled to future benefits 124
Number of participants with account balances as of the end of the plan year 147
EMPLOYEE WELFARE BENEFIT PLAN 2023 610723605 2024-07-29 NEW VISTA OF THE BLUEGRASS, INC. 1066
File View Page
Three-digit plan number (PN) 550
Effective date of plan 1997-01-01
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE, LEXINGTON, KY, 405111275
Plan sponsor’s address 1351 NEWTOWN PIKE, LEXINGTON, KY, 405111275

Number of participants as of the end of the plan year

Active participants 1093
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2024-07-19
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE WELFARE BENEFIT PLAN 2022 610723605 2023-07-21 NEW VISTA OF THE BLUEGRASS, INC. 1019
File View Page
Three-digit plan number (PN) 550
Effective date of plan 1997-01-01
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277

Number of participants as of the end of the plan year

Active participants 1014
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN 2022 610723605 2023-10-02 NEW VISTA OF THE BLUEGRASS, INC. 158
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-12-06
Business code 621420
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217

Number of participants as of the end of the plan year

Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 126
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 149
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN 2021 610723605 2022-10-17 NEW VISTA OF THE BLUEGRASS, INC. 171
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-12-06
Business code 621420
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217

Number of participants as of the end of the plan year

Active participants 26
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 132
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 157
EMPLOYEE WELFARE BENEFIT PLAN 2021 610723605 2022-07-27 NEW VISTA OF THE BLUEGRASS, INC. 1060
File View Page
Three-digit plan number (PN) 550
Effective date of plan 1997-01-01
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277

Number of participants as of the end of the plan year

Active participants 928
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN 2020 610723605 2021-10-15 NEW VISTA OF THE BLUEGRASS, INC. 174
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-12-06
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217

Number of participants as of the end of the plan year

Active participants 33
Other retired or separated participants entitled to future benefits 138
Number of participants with account balances as of the end of the plan year 170
EMPLOYEE WELFARE BENEFIT PLAN 2020 610723605 2021-07-29 NEW VISTA OF THE BLUEGRASS, INC. 1135
File View Page
Three-digit plan number (PN) 550
Effective date of plan 1997-01-01
Business code 621420
Sponsor’s telephone number 8052531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277

Number of participants as of the end of the plan year

Active participants 1017
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2021-07-29
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-29
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN 2019 610723605 2020-10-15 NEW VISTA OF THE BLUEGRASS, INC. 187
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-12-06
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG A, LEXINGTON, KY, 405111217

Number of participants as of the end of the plan year

Active participants 55
Other retired or separated participants entitled to future benefits 119
Number of participants with account balances as of the end of the plan year 173
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/07/28/20200728121837NAL0007459760001.pdf
Three-digit plan number (PN) 550
Effective date of plan 1997-01-01
Business code 621420
Sponsor’s telephone number 8592531686
Plan sponsor’s mailing address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277
Plan sponsor’s address 1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY, 405111277

Number of participants as of the end of the plan year

Active participants 1147
Retired or separated participants receiving benefits 9
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2020-07-28
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-28
Name of individual signing MICKEY SEXTON
Valid signature Filed with authorized/valid electronic signature

Vice President

Name Role
BOBBI JO LEWIS Vice President

Treasurer

Name Role
SANNIE OVERLY Treasurer

President

Name Role
SUSAN STARLING President

Director

Name Role
STEVE FISHER Director
PHILIP BERGER Director
SCOTT GOULD Director
BEN CHANDLER Director
ODELL PHILLIPS Director
IRENE NOOE Director
ALICE RANSDELL Director
RALPH WHITE Director
PEGGY BENEDICT Director

Incorporator

Name Role
MRS. WM. JONES Incorporator
PEGGY BENEDICT Incorporator
ESTHER M. MEADE Incorporator
IRENE NOOE Incorporator
ALICE RANSDELL Incorporator

Registered Agent

Name Role
DELLYNDA WERLINE Registered Agent

Secretary

Name Role
TRACI BROWN Secretary

Former Company Names

Name Action
BLUEGRASS.ORG, INC. Old Name
CENTRAL KENTUCKY REGIONAL MENTAL HEALTH BOARD, INC. Merger
BLUEGRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, INC. Old Name
SOUTHERN BLUE GRASS REGIONAL MENTAL HEALTH-MENTAL RETARDATION BOARD, INC. Merger

Assumed Names

Name Status Expiration Date
NEW VISTA Inactive 2024-08-07
BLUEGRASS.ORG Inactive 2024-04-04

Filings

Name File Date
Annual Report 2024-04-18
Annual Report 2023-05-03
Annual Report 2022-05-18
Annual Report 2021-06-09
Registered Agent name/address change 2021-01-28
Annual Report 2020-03-30
Certificate of Assumed Name 2019-08-07
Annual Report 2019-06-21
Certificate of Assumed Name 2019-04-04
Amendment 2019-04-04

Date of last update: 28 Jan 2025

Sources: Kentucky Secretary of State