401k Plan data: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY plan

THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 401k Plan overview

Plan Name	THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY
Plan identification number	101

THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED has sponsored the creation of one or more 401k plans.

Company Name: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED

Employer identification number (EIN): 132620896

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1968-06-26

Company Identification Number: 225152

Legal Registered Office Address: 247 WEST 37TH STREET 9TH FLOOR
New York
NEW YORK
United States of America (USA)
10018

More information about THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
101 2019-01-01
101 2019-01-01
101 2018-01-01
101 2017-01-01
101 2016-01-01 LINDA FREITAG
101 2015-01-01 LINDA FREITAG HEIDI ARONIN 2016-10-13
101 2014-01-01 LINDA FREITAG HEIDI ARONIN 2015-10-08
101 2013-01-01 LINDA FREITAG HEIDI ARONIN 2014-10-15
101 2012-01-01 HEIDI ARONIN HEIDI ARONIN 2013-10-15
101 2011-01-01 HEIDI ARONIN HEIDI ARONIN 2012-10-12
101 2009-01-01 ILEANA FARRIS ILEANA FARRIS 2010-10-15
101 2009-01-01 ILEANA FARRIS ILEANA FARRIS 2011-04-05
101 2009-01-01 ILEANA FARRIS ILEANA FARRIS 2012-01-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
101	2019-01-01
101	2019-01-01
101	2018-01-01
101	2017-01-01
101	2016-01-01	LINDA FREITAG
101	2015-01-01	LINDA FREITAG	HEIDI ARONIN	2016-10-13
101	2014-01-01	LINDA FREITAG	HEIDI ARONIN	2015-10-08
101	2013-01-01	LINDA FREITAG	HEIDI ARONIN	2014-10-15
101	2012-01-01	HEIDI ARONIN	HEIDI ARONIN	2013-10-15
101	2011-01-01	HEIDI ARONIN	HEIDI ARONIN	2012-10-12
101	2009-01-01	ILEANA FARRIS	ILEANA FARRIS	2010-10-15
101	2009-01-01	ILEANA FARRIS	ILEANA FARRIS	2011-04-05
101	2009-01-01	ILEANA FARRIS	ILEANA FARRIS	2012-01-23

Plan Statistics for THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY

401k plan membership statisitcs for THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY

Measure Date Value
2019: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 135
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 76
Total of all active and inactive participants 2019-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 211
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 171
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 209
Number of participants with account balances 2018-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 172
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 211
Number of participants with account balances 2017-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
Number of retired or separated participants receiving benefits 2016-01-01 41
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 205
Total participants 2016-01-01 205
Number of participants with account balances 2016-01-01 207
2015: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 170
Number of retired or separated participants receiving benefits 2015-01-01 32
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 210
Total participants 2015-01-01 210
Number of participants with account balances 2015-01-01 210
2014: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 102
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 180
Total participants 2014-01-01 180
Number of participants with account balances 2014-01-01 180
2013: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
Number of retired or separated participants receiving benefits 2013-01-01 16
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 131
Total participants 2013-01-01 131
Number of participants with account balances 2013-01-01 131
2012: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 125
Number of participants with account balances 2012-01-01 125
2011: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 115
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 132
Number of participants with account balances 2011-01-01 131
2009: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	135
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	76
Total of all active and inactive participants	2019-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	211
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	171
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	209
Number of participants with account balances	2018-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	172
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	211
Number of participants with account balances	2017-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
Number of retired or separated participants receiving benefits	2016-01-01	41
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	205
Total participants	2016-01-01	205
Number of participants with account balances	2016-01-01	207
2015: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	170
Number of retired or separated participants receiving benefits	2015-01-01	32
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	210
Total participants	2015-01-01	210
Number of participants with account balances	2015-01-01	210
2014: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	102
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	180
Total participants	2014-01-01	180
Number of participants with account balances	2014-01-01	180
2013: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	131
Total participants	2013-01-01	131
Number of participants with account balances	2013-01-01	131
2012: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	125
Number of participants with account balances	2012-01-01	125
2011: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	115
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	132
Number of participants with account balances	2011-01-01	131
2009: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY

Measure	Date	Value
2019 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,758,174
Total income from all sources (including contributions)	2019-12-31	$2,758,174
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,213,861
Total of all expenses incurred	2019-12-31	$1,213,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,199,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,199,191
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$943,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$943,592
Value of total assets at end of year	2019-12-31	$11,835,740
Value of total assets at end of year	2019-12-31	$11,835,740
Value of total assets at beginning of year	2019-12-31	$10,291,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,670
Total interest from all sources	2019-12-31	$84,587
Total interest from all sources	2019-12-31	$84,587
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,273
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$644,887
Contributions received from participants	2019-12-31	$644,887
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$298,705
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$298,705
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$12,376
Administrative expenses (other) incurred	2019-12-31	$12,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,544,313
Value of net income/loss	2019-12-31	$1,544,313
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,835,740
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,835,740
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,291,427
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,291,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$171,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$154,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$154,958
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,909,612
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,909,612
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,335,607
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,335,607
Interest on participant loans	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Interest earned on other investments	2019-12-31	$84,587
Interest earned on other investments	2019-12-31	$84,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,754,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,754,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,800,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,800,862
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,725,722
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,725,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$4,273
Income. Dividends from preferred stock	2019-12-31	$4,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,199,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,199,191
Contract administrator fees	2019-12-31	$2,294
Contract administrator fees	2019-12-31	$2,294
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm EIN	2019-12-31	221478099
Accountancy firm EIN	2019-12-31	221478099
2018 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$882,746
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,493,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,490,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,335,858
Value of total assets at end of year	2018-12-31	$10,291,427
Value of total assets at beginning of year	2018-12-31	$10,901,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,227
Total interest from all sources	2018-12-31	$94,203
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,699
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$676,763
Participant contributions at beginning of year	2018-12-31	$25,714
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$659,095
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$2,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-610,263
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,291,427
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,901,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$154,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,666,447
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,335,607
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$94,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,800,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,209,529
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,339
Net investment gain/loss from pooled separate accounts	2018-12-31	$-541,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,490,782
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COHNREZNICK LLP
Accountancy firm EIN	2018-12-31	221478099
2017 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,884,504
Total of all expenses incurred	2017-12-31	$492,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$490,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$748,005
Value of total assets at end of year	2017-12-31	$10,901,690
Value of total assets at beginning of year	2017-12-31	$9,509,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,303
Total interest from all sources	2017-12-31	$95,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$655,966
Participant contributions at end of year	2017-12-31	$25,714
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$92,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,391,698
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,901,690
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,509,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,666,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,472,947
Interest earned on other investments	2017-12-31	$95,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,209,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,037,045
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,040,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$490,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,725,138
Total of all expenses incurred	2016-12-31	$773,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$771,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,050,076
Value of total assets at end of year	2016-12-31	$9,509,992
Value of total assets at beginning of year	2016-12-31	$8,558,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,129
Total interest from all sources	2016-12-31	$56,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$626,579
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$423,497
Other income not declared elsewhere	2016-12-31	$18,513
Administrative expenses (other) incurred	2016-12-31	$2,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$951,987
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,509,992
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,558,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,472,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,305,952
Interest earned on other investments	2016-12-31	$56,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,037,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,252,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$599,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$771,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2016-12-31	221655803
2015 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,055,328
Total of all expenses incurred	2015-12-31	$1,319,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,319,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,023,010
Value of total assets at end of year	2015-12-31	$8,558,005
Value of total assets at beginning of year	2015-12-31	$8,822,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$390
Total interest from all sources	2015-12-31	$45,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$684,226
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,758,538
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,535,569
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$338,784
Other income not declared elsewhere	2015-12-31	$21,585
Administrative expenses (other) incurred	2015-12-31	$390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-264,182
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,558,005
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,822,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$147,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$147,515
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,158,144
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,594,169
Interest earned on other investments	2015-12-31	$45,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$493,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$544,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$358
Net investment gain/loss from pooled separate accounts	2015-12-31	$-35,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,319,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2015-12-31	221655803
2014 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,515,903
Total of all expenses incurred	2014-12-31	$154,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$153,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,053,642
Value of total assets at end of year	2014-12-31	$8,822,187
Value of total assets at beginning of year	2014-12-31	$7,460,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$352
Total interest from all sources	2014-12-31	$46,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$600,560
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,535,569
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,705,762
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$453,082
Other income not declared elsewhere	2014-12-31	$22,653
Administrative expenses (other) incurred	2014-12-31	$352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,361,735
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,822,187
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,460,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$147,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$143,357
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,594,169
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,053,721
Interest earned on other investments	2014-12-31	$46,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$544,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$557,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,223
Net investment gain/loss from pooled separate accounts	2014-12-31	$388,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$153,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2014-12-31	221655803
2013 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,573,254
Total of all expenses incurred	2013-12-31	$549,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$549,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$601,723
Value of total assets at end of year	2013-12-31	$7,460,452
Value of total assets at beginning of year	2013-12-31	$6,437,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$349
Total interest from all sources	2013-12-31	$51,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$502,006
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$17,740
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,705,762
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,720,361
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$99,717
Other income not declared elsewhere	2013-12-31	$23,193
Administrative expenses (other) incurred	2013-12-31	$349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,023,430
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,460,452
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,437,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$143,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$131,292
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,053,721
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,998,651
Interest earned on other investments	2013-12-31	$51,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$557,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$568,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$12,129
Net investment gain/loss from pooled separate accounts	2013-12-31	$884,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$549,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2013-12-31	221655803
2012 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$982,121
Total of all expenses incurred	2012-12-31	$154,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$153,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$500,577
Value of total assets at end of year	2012-12-31	$6,437,022
Value of total assets at beginning of year	2012-12-31	$5,609,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$731
Total interest from all sources	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$491,959
Participant contributions at end of year	2012-12-31	$17,740
Participant contributions at beginning of year	2012-12-31	$130
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,618
Administrative expenses (other) incurred	2012-12-31	$731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$827,563
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,437,022
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,609,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$608,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$608,371
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,998,651
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,406,853
Interest earned on other investments	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,812,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,594,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$29,747
Net investment gain/loss from pooled separate accounts	2012-12-31	$451,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$153,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2012-12-31	221655803
2011 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$596,833
Total of all expenses incurred	2011-12-31	$341,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$340,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$583,633
Value of total assets at end of year	2011-12-31	$5,609,459
Value of total assets at beginning of year	2011-12-31	$5,353,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$438
Total interest from all sources	2011-12-31	$11,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$516,421
Participant contributions at end of year	2011-12-31	$130
Participant contributions at beginning of year	2011-12-31	$1,150
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$67,212
Administrative expenses (other) incurred	2011-12-31	$438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$255,741
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,609,459
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,353,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$608,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$756,329
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,406,853
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,006,320
Interest earned on other investments	2011-12-31	$11,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,594,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,589,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$1,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$340,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2011-12-31	221655803
2010 : THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,135,102
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$56,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$55,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$792,669
Value of total assets at end of year	2010-12-31	$4,368,931
Value of total assets at beginning of year	2010-12-31	$3,289,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$599
Total interest from all sources	2010-12-31	$40,235
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$3,241
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$563,319
Participant contributions at beginning of year	2010-12-31	$2,241
Participant contributions at beginning of year	2010-12-31	$640
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$229,350
Administrative expenses (other) incurred	2010-12-31	$599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,078,993
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,368,931
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,289,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$211,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$184,971
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,551,307
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,806,349
Interest on participant loans	2010-12-31	$612
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$39,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,605,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,295,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$10,162
Net investment gain/loss from pooled separate accounts	2010-12-31	$288,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$55,510
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BORIS BENIC AND ASSOCIATES LLP
Accountancy firm EIN	2010-12-31	542190047

Form 5500 Responses for THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY

2019: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED 403(B) TAX DEFERRED ANNUITY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	9
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $517
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $316
Insurance broker organization code?	4

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318C

Policy instance

Insurance contract or identification number	012318C
Number of Individuals Covered	211
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318C

Policy instance

Insurance contract or identification number	012318C
Number of Individuals Covered	209
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,256
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2256
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $495
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $311
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012316-C

Policy instance

Insurance contract or identification number	012316-C
Number of Individuals Covered	204
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1990
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

70057

Policy instance

Insurance contract or identification number	70057
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

1194511+030

Policy instance

Insurance contract or identification number	1194511+030
Number of Individuals Covered	8
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	9
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318-C

Policy instance

Insurance contract or identification number	012318-C
Number of Individuals Covered	176
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	636
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318-C

Policy instance

Insurance contract or identification number	012318-C
Number of Individuals Covered	162
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $759
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	759
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318-C

Policy instance

Insurance contract or identification number	012318-C
Number of Individuals Covered	115
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $587
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	587
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	11
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $105
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	83
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	M. WARSCHAU

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 number

012318-C

Policy instance

Insurance contract or identification number	012318-C
Number of Individuals Covered	119
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $373
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	148
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	ELIZABETH BUDABIN

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012318-C

Policy instance

Insurance contract or identification number	012318-C
Number of Individuals Covered	110
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,057
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

194511+030

Policy instance

Insurance contract or identification number	194511+030
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

700557

Policy instance

Insurance contract or identification number	700557
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED
Employer identification number (EIN):	132620896
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1968-06-26
Company Identification Number:	225152
Legal Registered Office Address:	247 WEST 37TH STREET 9TH FLOOR New York NEW YORK United States of America (USA) 10018