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403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

EIHAB HUMAN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EIHAB HUMAN SERVICES, INC.
Employer identification number (EIN):113376415
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about EIHAB HUMAN SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-08-18
Company Identification Number: 2172524
Legal Registered Office Address: 168-18 SOUTH CONDUIT AVENUE
Queens
SRPINGFIELD GARDENS
United States of America (USA)
11434

More information about EIHAB HUMAN SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01AHMED HEGAZY AHMED HEGAZY2018-04-17
0012015-07-01AHMED HEGAZY AHMED HEGAZY2017-04-17
0012015-07-01AHMED HEGAZY AHMED HEGAZY2017-04-17
0012015-07-01AHMED HEGAZY AHMED HEGAZY2017-04-17
0012015-07-01AHMED HEGAZY AHMED HEGAZY2017-04-17
0012014-07-01FATMA ABBOUD FATMA ABBOUD2016-04-15
0012014-07-01FATMA ABBOUD FATMA ABBOUD2016-04-15
0012013-07-01FATMA ABBOUD FATMA ABBOUD2015-04-15
0012012-07-01FATMA ABBOUD FATMA ABBOUD2014-04-11
0012011-07-01FATMA ABBOUD
0012010-07-01FATMA ABBOUD FATMA ABBOUD2012-04-10
0012009-07-01FATMA ABBOUD FATMA ABBOUD2011-04-15
0012009-07-01FATMA ABBOUD FATMA ABBOUD2011-04-15
0012007-07-01FATMA ABBOUD
0012006-07-01FATMA ABBOUD

Plan Statistics for 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-011,625
Total number of active participants reported on line 7a of the Form 55002021-07-011,316
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01149
Total of all active and inactive participants2021-07-011,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,465
Number of participants with account balances2021-07-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01455
2020: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-011,877
Total number of active participants reported on line 7a of the Form 55002020-07-011,174
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01283
Total of all active and inactive participants2020-07-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,457
Number of participants with account balances2020-07-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0182
2019: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-011,645
Total number of active participants reported on line 7a of the Form 55002019-07-011,633
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01244
Total of all active and inactive participants2019-07-011,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011,877
Number of participants with account balances2019-07-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0132
2018: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-011,374
Total number of active participants reported on line 7a of the Form 55002018-07-011,330
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01264
Total of all active and inactive participants2018-07-011,594
Total participants2018-07-011,594
Number of participants with account balances2018-07-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0186
2017: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-011,157
Total number of active participants reported on line 7a of the Form 55002017-07-011,193
Number of other retired or separated participants entitled to future benefits2017-07-01155
Total of all active and inactive participants2017-07-011,348
Total participants2017-07-011,348
Number of participants with account balances2017-07-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0156
2016: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01565
Total number of active participants reported on line 7a of the Form 55002016-07-01544
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0192
Total of all active and inactive participants2016-07-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01640
Number of participants with account balances2016-07-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0181
2015: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01507
Total number of active participants reported on line 7a of the Form 55002015-07-01411
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0158
Total of all active and inactive participants2015-07-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01471
Number of participants with account balances2015-07-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0157
2014: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01387
Total number of active participants reported on line 7a of the Form 55002014-07-01472
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0133
Total of all active and inactive participants2014-07-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01507
Number of participants with account balances2014-07-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0139
2013: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01282
Total number of active participants reported on line 7a of the Form 55002013-07-01357
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01387
Number of participants with account balances2013-07-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0119
2012: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01203
Total number of active participants reported on line 7a of the Form 55002012-07-01257
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01282
Number of participants with account balances2012-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0114
2011: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01107
Total number of active participants reported on line 7a of the Form 55002011-07-01184
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01203
Number of participants with account balances2011-07-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2010: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-0195
Total number of active participants reported on line 7a of the Form 55002010-07-0191
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0116
Total of all active and inactive participants2010-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01107
Number of participants with account balances2010-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-0158
Total number of active participants reported on line 7a of the Form 55002009-07-0189
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0195
Number of participants with account balances2009-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$672,902
Total of all expenses incurred2022-06-30$653,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$598,275
Expenses. Certain deemed distributions of participant loans2022-06-30$2,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,302,789
Value of total assets at end of year2022-06-30$5,171,065
Value of total assets at beginning of year2022-06-30$5,151,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$52,097
Total interest from all sources2022-06-30$5,110
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$112,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$112,200
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$120,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$627,262
Participant contributions at end of year2022-06-30$77,269
Participant contributions at beginning of year2022-06-30$92,888
Participant contributions at end of year2022-06-30$3,007
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$33,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$19,684
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,171,065
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,151,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,569,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,743,475
Value of interest in pooled separate accounts at end of year2022-06-30$166,149
Value of interest in pooled separate accounts at beginning of year2022-06-30$202,482
Interest on participant loans2022-06-30$4,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$569,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$510,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-721,257
Net investment gain/loss from pooled separate accounts2022-06-30$-25,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$642,095
Employer contributions (assets) at end of year2022-06-30$787,905
Employer contributions (assets) at beginning of year2022-06-30$602,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$598,275
Contract administrator fees2022-06-30$52,097
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$2,030,596
Total of all expenses incurred2021-06-30$688,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$670,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,172,312
Value of total assets at end of year2021-06-30$5,151,381
Value of total assets at beginning of year2021-06-30$3,808,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,099
Total interest from all sources2021-06-30$8,293
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$109,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$109,265
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$120,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$679,307
Participant contributions at end of year2021-06-30$92,888
Participant contributions at beginning of year2021-06-30$63,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,342,443
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,151,381
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,808,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,743,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$177,830
Value of interest in pooled separate accounts at end of year2021-06-30$202,482
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,667,209
Interest on participant loans2021-06-30$6,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$1,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$510,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$402,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$684,648
Net investment gain/loss from pooled separate accounts2021-06-30$56,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$493,005
Employer contributions (assets) at end of year2021-06-30$602,141
Employer contributions (assets) at beginning of year2021-06-30$497,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$670,054
Contract administrator fees2021-06-30$18,099
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,063,629
Total of all expenses incurred2020-06-30$275,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$261,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,007,535
Value of total assets at end of year2020-06-30$3,808,938
Value of total assets at beginning of year2020-06-30$3,021,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,638
Total interest from all sources2020-06-30$5,598
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$103,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$103,848
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$120,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$572,730
Participant contributions at end of year2020-06-30$63,566
Participant contributions at beginning of year2020-06-30$56,049
Participant contributions at beginning of year2020-06-30$169
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$787,909
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,808,938
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,021,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$177,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$203,293
Value of interest in pooled separate accounts at end of year2020-06-30$2,667,209
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,109,385
Interest on participant loans2020-06-30$3,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$402,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$330,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-52,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$428,881
Employer contributions (assets) at end of year2020-06-30$497,611
Employer contributions (assets) at beginning of year2020-06-30$321,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$261,082
Contract administrator fees2020-06-30$14,638
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$910,511
Total of all expenses incurred2019-06-30$269,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$249,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$771,134
Value of total assets at end of year2019-06-30$3,021,029
Value of total assets at beginning of year2019-06-30$2,380,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$20,880
Total interest from all sources2019-06-30$3,820
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$70,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$70,203
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$120,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$448,786
Participant contributions at end of year2019-06-30$56,049
Participant contributions at beginning of year2019-06-30$48,796
Participant contributions at end of year2019-06-30$169
Participant contributions at beginning of year2019-06-30$10,299
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$3,176
Other income not declared elsewhere2019-06-30$3,592
Administrative expenses (other) incurred2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$640,552
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,021,029
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,380,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$203,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$215,347
Value of interest in pooled separate accounts at end of year2019-06-30$2,109,385
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,396,103
Interest on participant loans2019-06-30$3,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$330,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$301,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$55,560
Net investment gain/loss from pooled separate accounts2019-06-30$6,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$319,172
Employer contributions (assets) at end of year2019-06-30$321,492
Employer contributions (assets) at beginning of year2019-06-30$408,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$249,079
Contract administrator fees2019-06-30$20,880
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total income from all sources (including contributions)2018-06-30$794,744
Total of all expenses incurred2018-06-30$185,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$173,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$725,011
Value of total assets at end of year2018-06-30$2,380,477
Value of total assets at beginning of year2018-06-30$1,771,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,501
Total interest from all sources2018-06-30$1,424
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$24,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$24,738
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$120,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$317,804
Participant contributions at end of year2018-06-30$48,796
Participant contributions at end of year2018-06-30$10,299
Participant contributions at beginning of year2018-06-30$3,696
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$84,423
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$4,129
Total non interest bearing cash at end of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$609,192
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,380,477
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,771,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$215,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$661,598
Value of interest in pooled separate accounts at end of year2018-06-30$1,396,103
Interest on participant loans2018-06-30$1,308
Interest earned on other investments2018-06-30$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$301,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$856,895
Net investment gain/loss from pooled separate accounts2018-06-30$43,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$322,784
Employer contributions (assets) at end of year2018-06-30$408,887
Employer contributions (assets) at beginning of year2018-06-30$249,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$173,051
Contract administrator fees2018-06-30$8,372
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$643,125
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$128,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$123,223
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$567,103
Value of total assets at end of year2017-06-30$1,771,285
Value of total assets at beginning of year2017-06-30$1,256,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,243
Total interest from all sources2017-06-30$7,388
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 year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$120,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$227,235
Participant contributions at end of year2017-06-30$3,696
Participant contributions at beginning of year2017-06-30$3,909
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,774
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$5,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$514,659
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,771,285
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,256,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$661,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$506,669
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$7,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$856,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$653,554
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$68,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$338,094
Employer contributions (assets) at end of year2017-06-30$249,096
Employer contributions (assets) at beginning of year2017-06-30$92,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$123,223
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$411,176
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$144,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$139,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$402,470
Value of total assets at end of year2016-06-30$1,256,626
Value of total assets at beginning of year2016-06-30$989,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,682
Total interest from all sources2016-06-30$6,091
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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$120,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$159,511
Participant contributions at end of year2016-06-30$3,909
Participant contributions at beginning of year2016-06-30$4,586
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,506
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$266,638
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,256,626
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$989,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$506,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$403,352
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$6,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$653,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$559,347
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$2,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$237,453
Employer contributions (assets) at end of year2016-06-30$92,494
Employer contributions (assets) at beginning of year2016-06-30$22,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$139,856
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$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$315,831
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$80,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$75,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$297,966
Value of total assets at end of year2015-06-30$989,988
Value of total assets at beginning of year2015-06-30$754,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,670
Total interest from all sources2015-06-30$4,835
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 year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$161,329
Participant contributions at beginning of year2015-06-30$6,220
Participant contributions at end of year2015-06-30$4,586
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,341
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$4,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$235,680
Value of net assets at end of year (total assets less liabilities)2015-06-30$989,988
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$754,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$403,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$330,742
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$4,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$559,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$417,346
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$13,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$133,296
Employer contributions (assets) at end of year2015-06-30$22,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$75,481
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$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$235,254
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$80,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$74,243
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$185,852
Value of total assets at end of year2014-06-30$754,308
Value of total assets at beginning of year2014-06-30$599,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,535
Total interest from all sources2014-06-30$3,884
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 year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$77,536
Participant contributions at end of year2014-06-30$6,220
Participant contributions at beginning of year2014-06-30$5,465
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$6,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$154,476
Value of net assets at end of year (total assets less liabilities)2014-06-30$754,308
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$599,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$330,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$248,401
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$3,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$417,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$345,966
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$45,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$108,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$74,243
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LILLING & COMPANY LLP
Accountancy firm EIN2014-06-30133447681
2013 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$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$199,822
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$79,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$61,287
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$162,881
Value of total assets at end of year2013-06-30$599,832
Value of total assets at beginning of year2013-06-30$479,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$18,440
Total interest from all sources2013-06-30$4,309
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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$30,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$91,064
Participant contributions at end of year2013-06-30$5,465
Participant contributions at beginning of year2013-06-30$9,788
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$6,382
Administrative expenses (other) incurred2013-06-30$18,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$120,095
Value of net assets at end of year (total assets less liabilities)2013-06-30$599,832
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$479,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$248,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$183,574
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$4,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$345,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$286,375
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$26,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$71,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$61,287
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LILLING & COMPANY, LLC
Accountancy firm EIN2013-06-30133447681
2012 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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$298,778
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$39,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$21,834
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$282,248
Value of total assets at end of year2012-06-30$479,737
Value of total assets at beginning of year2012-06-30$220,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$17,767
Total interest from all sources2012-06-30$3,958
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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$30,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$39,318
Participant contributions at end of year2012-06-30$9,788
Participant contributions at beginning of year2012-06-30$81
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$71,553
Other income not declared elsewhere2012-06-30$9,703
Administrative expenses (other) incurred2012-06-30$17,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$259,177
Value of net assets at end of year (total assets less liabilities)2012-06-30$479,737
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$220,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$183,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$62,840
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$286,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$157,639
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$2,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$171,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$21,834
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LILLING & COMPANY LLP
Accountancy firm EIN2012-06-30133447681
2011 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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$68,137
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$31,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$22,181
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$52,476
Value of total assets at end of year2011-06-30$220,560
Value of total assets at beginning of year2011-06-30$183,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$8,857
Total interest from all sources2011-06-30$3,472
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 year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$30,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$7,969
Participant contributions at end of year2011-06-30$81
Participant contributions at beginning of year2011-06-30$1,583
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$3,842
Administrative expenses (other) incurred2011-06-30$8,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$37,099
Value of net assets at end of year (total assets less liabilities)2011-06-30$220,560
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$183,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$62,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$49,201
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$3,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$157,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$132,677
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$8,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$44,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$22,181
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LILLING & COMPANY LLP
Accountancy firm EIN2011-06-30133447681
2010 : 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC.

2021: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: 403(B) THRIFT PLAN FOR EIHAB HUMAN SERVICES, INC. 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625-A
Policy instance 2
Insurance contract or identification number056625-A
Number of Individuals Covered146
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590601-01
Policy instance 1
Insurance contract or identification number590601-01
Number of Individuals Covered232
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625-A
Policy instance 3
Insurance contract or identification number056625-A
Number of Individuals Covered213
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590601-01
Policy instance 2
Insurance contract or identification number590601-01
Number of Individuals Covered221
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62667-1
Policy instance 1
Insurance contract or identification numberMR 62667-1
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625-A
Policy instance 2
Insurance contract or identification number056625-A
Number of Individuals Covered219
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees27
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62667-1
Policy instance 1
Insurance contract or identification numberMR 62667-1
Number of Individuals Covered905
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $352
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62667 - 1
Policy instance 2
Insurance contract or identification numberMR 62667 - 1
Number of Individuals Covered740
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $297
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625-A
Policy instance 1
Insurance contract or identification number056625-A
Number of Individuals Covered228
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,304
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1304
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62667 - 1
Policy instance 2
Insurance contract or identification numberMR 62667 - 1
Number of Individuals Covered850
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $22
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625-A
Policy instance 1
Insurance contract or identification number056625-A
Number of Individuals Covered249
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,841
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered565
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $240
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees240
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered507
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $273
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees273
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered387
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $290
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees290
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered282
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSUSAN JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered203
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $165
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056625A
Policy instance 1
Insurance contract or identification number056625A
Number of Individuals Covered107
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $73
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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