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403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.
Plan identification number 002

403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

OHEL CHILDREN'S HOME & FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:OHEL CHILDREN'S HOME & FAMILY SERVICES, INC.
Employer identification number (EIN):116078704
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01HOWARD LORCH HOWARD LORCH2018-04-16
0022015-07-01HOWARD LORCH HOWARD LORCH2017-04-12
0022015-07-01HOWARD LORCH HOWARD LORCH2017-04-12
0022014-07-01HOWARD LORCH HOWARD LORCH2016-04-06
0022013-07-01HOWARD LORCH HOWARD LORCH2015-04-14
0022012-07-01HOWARD LORCH HOWARD LORCH2014-04-10
0022011-07-01HOWARD LORCH HOWARD LORCH2013-04-09
0022010-07-01HOWARD LORCH HOWARD LORCH2012-04-11
0022009-07-01HOWARD LORCH HOWARD LORCH2012-04-11
0022009-07-01HOWARD LORCH HOWARD LORCH2011-04-15
0022009-07-01

Plan Statistics for 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01699
Total number of active participants reported on line 7a of the Form 55002021-07-01503
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01193
Total of all active and inactive participants2021-07-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-01701
Number of participants with account balances2021-07-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01715
Total number of active participants reported on line 7a of the Form 55002020-07-01502
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01192
Total of all active and inactive participants2020-07-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-01699
Number of participants with account balances2020-07-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01733
Total number of active participants reported on line 7a of the Form 55002019-07-01513
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01196
Total of all active and inactive participants2019-07-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-01715
Number of participants with account balances2019-07-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01750
Total number of active participants reported on line 7a of the Form 55002018-07-01530
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01198
Total of all active and inactive participants2018-07-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01733
Number of participants with account balances2018-07-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
2017: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01762
Total number of active participants reported on line 7a of the Form 55002017-07-01574
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01171
Total of all active and inactive participants2017-07-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01750
Number of participants with account balances2017-07-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-011,061
Total number of active participants reported on line 7a of the Form 55002016-07-01584
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01177
Total of all active and inactive participants2016-07-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01762
Number of participants with account balances2016-07-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0112
2015: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-011,096
Total number of active participants reported on line 7a of the Form 55002015-07-01949
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01111
Total of all active and inactive participants2015-07-011,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-011,061
Number of participants with account balances2015-07-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0128
2014: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-011,003
Total number of active participants reported on line 7a of the Form 55002014-07-01981
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01111
Total of all active and inactive participants2014-07-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-011,096
Number of participants with account balances2014-07-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01773
Total number of active participants reported on line 7a of the Form 55002013-07-01899
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01101
Total of all active and inactive participants2013-07-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-011,003
Number of participants with account balances2013-07-011,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0114
2012: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01789
Total number of active participants reported on line 7a of the Form 55002012-07-01677
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0192
Total of all active and inactive participants2012-07-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01773
Number of participants with account balances2012-07-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01777
Total number of active participants reported on line 7a of the Form 55002011-07-01708
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0178
Total of all active and inactive participants2011-07-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01787
Number of participants with account balances2011-07-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01524
Total number of active participants reported on line 7a of the Form 55002010-07-01714
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0164
Total of all active and inactive participants2010-07-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-013
Total participants2010-07-01781
Number of participants with account balances2010-07-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01493
Total number of active participants reported on line 7a of the Form 55002009-07-01491
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0132
Total of all active and inactive participants2009-07-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01524
Number of participants with account balances2009-07-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,273,899
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,508,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,501,160
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$685,570
Value of total assets at end of year2022-06-30$14,958,088
Value of total assets at beginning of year2022-06-30$17,740,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$7,471
Total interest from all sources2022-06-30$125,829
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$650,000
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$642,205
Participant contributions at end of year2022-06-30$40,537
Participant contributions at beginning of year2022-06-30$79,431
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$43,365
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$7,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,782,530
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,958,088
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$17,740,618
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$10,038,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,550,723
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$125,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,878,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,110,464
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-2,085,298
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 contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,501,160
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 name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,342,528
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$376,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$368,787
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$863,915
Value of total assets at end of year2021-06-30$17,740,618
Value of total assets at beginning of year2021-06-30$13,774,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,734
Total interest from all sources2021-06-30$126,655
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$650,000
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$528,519
Participant contributions at end of year2021-06-30$79,431
Participant contributions at beginning of year2021-06-30$96,623
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$335,396
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$7,734
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$3,966,007
Value of net assets at end of year (total assets less liabilities)2021-06-30$17,740,618
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$13,774,611
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$12,550,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,156,715
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$126,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,110,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,521,273
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$3,351,958
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$368,787
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BKD,LLP
Accountancy firm EIN2021-06-30440160260
2020 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,950,274
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$545,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$537,705
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,278,151
Value of total assets at end of year2020-06-30$13,774,611
Value of total assets at beginning of year2020-06-30$12,369,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$7,724
Total interest from all sources2020-06-30$118,556
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$498,718
Participant contributions at end of year2020-06-30$96,623
Participant contributions at beginning of year2020-06-30$96,595
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$779,433
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$7,724
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$1,404,845
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,774,611
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,369,766
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$9,156,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,815,643
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$118,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,521,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,457,528
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$553,567
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$537,705
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 name2020-06-30MAZARS USA LLP
Accountancy firm EIN2020-06-30131459550
2019 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,557,122
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$892,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$883,955
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,001,941
Value of total assets at end of year2019-06-30$12,369,766
Value of total assets at beginning of year2019-06-30$11,704,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,089
Total interest from all sources2019-06-30$113,258
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$443,808
Participant contributions at end of year2019-06-30$96,595
Participant contributions at beginning of year2019-06-30$77,403
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$558,133
Other income not declared elsewhere2019-06-30$507
Administrative expenses (other) incurred2019-06-30$8,089
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$665,078
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,369,766
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,704,688
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$7,815,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,791,446
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$113,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,457,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,835,839
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$441,416
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 contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$883,955
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 name2019-06-30MAZARS USA LLP
Accountancy firm EIN2019-06-30131459550
2018 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,376,170
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$951,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$943,074
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$486,626
Value of total assets at end of year2018-06-30$11,704,688
Value of total assets at beginning of year2018-06-30$11,279,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,169
Total interest from all sources2018-06-30$95,869
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$429,739
Participant contributions at end of year2018-06-30$77,403
Participant contributions at beginning of year2018-06-30$39,466
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$56,887
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$8,169
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
Value of net income/loss2018-06-30$424,927
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,704,688
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,279,761
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$7,791,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,471,748
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$95,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,835,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,768,547
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$793,675
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 contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$943,074
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 name2018-06-30MAZARS USA LLP
Accountancy firm EIN2018-06-30131459550
2017 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$1,787,044
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$829,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$821,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$678,298
Value of total assets at end of year2017-06-30$11,279,761
Value of total assets at beginning of year2017-06-30$10,322,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,428
Total interest from all sources2017-06-30$90,385
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$500,000
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$413,184
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$263,246
Other income not declared elsewhere2017-06-30$2,576
Administrative expenses (other) incurred2017-06-30$8,428
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$957,497
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,279,761
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,322,264
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$7,471,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,568,831
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$90,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,808,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,753,433
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,015,785
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 contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$821,119
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 name2017-06-30MAZARS USA LLP
Accountancy firm EIN2017-06-30131459550
2016 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$525,942
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$520,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$511,647
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$536,713
Value of total assets at end of year2016-06-30$10,322,265
Value of total assets at beginning of year2016-06-30$10,317,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,099
Total interest from all sources2016-06-30$80,349
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$400,000
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$389,859
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$130,068
Administrative expenses (other) incurred2016-06-30$9,099
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$5,196
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,322,265
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,317,069
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$6,568,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,831,856
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$80,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,753,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,485,213
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-91,120
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$16,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$511,647
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 name2016-06-30WEISERS MAZARS LLP
Accountancy firm EIN2016-06-30131459550
2015 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$1,283,127
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$841,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$840,744
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$877,862
Value of total assets at end of year2015-06-30$10,317,068
Value of total assets at beginning of year2015-06-30$9,875,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$494
Total interest from all sources2015-06-30$71,948
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 bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
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$351,896
Participant contributions at end of year2015-06-30$43,988
Participant contributions at beginning of year2015-06-30$57,636
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,700
Other income not declared elsewhere2015-06-30$26
Administrative expenses (other) incurred2015-06-30$494
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$441,889
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,317,068
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,875,179
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$6,831,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,700,354
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$71,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,441,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,117,189
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$333,291
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$523,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$840,744
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 name2015-06-30WEISER MAZARS LLP
Accountancy firm EIN2015-06-30131459550
2014 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$1,743,325
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$174,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$173,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$565,473
Value of total assets at end of year2014-06-30$9,875,179
Value of total assets at beginning of year2014-06-30$8,306,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,079
Total interest from all sources2014-06-30$63,837
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$500,000
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$317,036
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$43,355
Other income not declared elsewhere2014-06-30$65
Administrative expenses (other) incurred2014-06-30$1,079
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$1,568,415
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,875,179
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,306,764
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$6,700,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,474,893
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$63,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,174,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,831,871
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$1,113,950
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$205,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$173,831
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 name2014-06-30WEISER MAZARS LLP
Accountancy firm EIN2014-06-30131459550
2013 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$1,182,760
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$234,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$234,169
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$429,872
Value of total assets at end of year2013-06-30$8,306,764
Value of total assets at beginning of year2013-06-30$7,358,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$538
Total interest from all sources2013-06-30$63,402
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$500,000
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$303,850
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$126,022
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$538
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$948,053
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,306,764
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,358,711
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$5,474,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,596,836
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$63,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,831,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,761,875
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$689,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$234,169
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 name2013-06-30WEISERMAZARS, LLP
Accountancy firm EIN2013-06-30131459550
2012 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$622,312
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$147,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$146,327
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$558,996
Value of total assets at end of year2012-06-30$7,358,711
Value of total assets at beginning of year2012-06-30$6,883,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,005
Total interest from all sources2012-06-30$66,317
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$500,000
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$367,255
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$191,741
Administrative expenses (other) incurred2012-06-30$1,005
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$474,980
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,358,711
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,883,731
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$4,596,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,325,206
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$66,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,761,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,558,525
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-3,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$146,327
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 name2012-06-30WEISERMAZARS, LLP
Accountancy firm EIN2012-06-30131459550
2011 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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$1,677,470
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$89,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$89,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$741,485
Value of total assets at end of year2011-06-30$6,883,731
Value of total assets at beginning of year2011-06-30$5,296,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$633
Total interest from all sources2011-06-30$62,636
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$500,000
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$331,030
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$27,335
Administrative expenses (other) incurred2011-06-30$633
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$1,587,652
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,883,731
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,296,079
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$4,325,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,154,489
Interest earned on other investments2011-06-30$62,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,558,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,141,590
Net investment gain/loss from pooled separate accounts2011-06-30$873,349
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$383,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$89,185
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 name2011-06-30WEISERMAZARS, LLP
Accountancy firm EIN2011-06-30131459550
2010 : 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC.

2021: 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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 OF OHEL CHILDREN'S HOME AND FAMILY 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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered701
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 $2,275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees2275
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered699
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 $2,275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees2275
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered715
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 $1,526
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees1526
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered733
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 $2,271
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees2271
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered750
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 $2,579
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered1061
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 $837
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 fees837
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 number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered1096
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 $463
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 fees463
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 number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered1003
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 $524
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 fees524
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 number089011J
Policy instance 1
Insurance contract or identification number089011J
Number of Individuals Covered773
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 $801
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 fees267
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 number089011D
Policy instance 1
Insurance contract or identification number089011D
Number of Individuals Covered787
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 $2,620
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 number089011D
Policy instance 1
Insurance contract or identification number089011D
Number of Individuals Covered779
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 $1,550
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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