401k Plan data: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. plan

403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.
Plan identification number	002

403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 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. 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

STATEN ISLAND MENTAL HEALTH SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Employer identification number (EIN): 135623279

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

Additional information about STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1954-11-23

Company Identification Number: 90075

Legal Registered Office Address: 669 CASTLETON AVENUE
RICHMOND
STATEN ISLAND
United States of America (USA)
10301

More information about STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-07-01
002 2016-07-01 FERN ZAGOR FERN ZAGOR 2018-01-05
002 2015-07-01 FERN ZAGOR FERN ZAGOR 2017-03-07
002 2014-07-01 FERN ZAGOR FERN ZAGOR 2016-04-13
002 2013-07-01 FERN ZAGOR FERN ZAGOR 2015-04-15
002 2012-07-01 FERN ZAGOR
002 2011-07-01 FERN ZAGOR FERN ZAGOR 2013-04-09
002 2009-07-01 KENNETH POPLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-07-01
002	2016-07-01	FERN ZAGOR	FERN ZAGOR	2018-01-05
002	2015-07-01	FERN ZAGOR	FERN ZAGOR	2017-03-07
002	2014-07-01	FERN ZAGOR	FERN ZAGOR	2016-04-13
002	2013-07-01	FERN ZAGOR	FERN ZAGOR	2015-04-15
002	2012-07-01	FERN ZAGOR
002	2011-07-01	FERN ZAGOR	FERN ZAGOR	2013-04-09
002	2009-07-01	KENNETH POPLER

Plan Statistics for 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Measure Date Value
2017: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2017 401k membership
Total participants, beginning-of-year 2017-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 61
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 62
Total of all active and inactive participants 2017-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 123
Number of participants with account balances 2017-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2016 401k membership
Total participants, beginning-of-year 2016-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 65
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 60
Total of all active and inactive participants 2016-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 125
Number of participants with account balances 2016-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2015 401k membership
Total participants, beginning-of-year 2015-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 58
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 64
Total of all active and inactive participants 2015-07-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 122
Number of participants with account balances 2015-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2014 401k membership
Total participants, beginning-of-year 2014-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 81
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 49
Total of all active and inactive participants 2014-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 130
Number of participants with account balances 2014-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 65
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 61
Total of all active and inactive participants 2013-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 127
Number of participants with account balances 2013-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2012 401k membership
Total participants, beginning-of-year 2012-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 79
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 53
Total of all active and inactive participants 2012-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 132
Number of participants with account balances 2012-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2011 401k membership
Total participants, beginning-of-year 2011-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 89
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 30
Total of all active and inactive participants 2011-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 119
Number of participants with account balances 2011-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 98
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 37
Total of all active and inactive participants 2009-07-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 135
Number of participants with account balances 2009-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2017: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2017 401k membership
Total participants, beginning-of-year	2017-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	61
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	62
Total of all active and inactive participants	2017-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	123
Number of participants with account balances	2017-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2016 401k membership
Total participants, beginning-of-year	2016-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	65
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	60
Total of all active and inactive participants	2016-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	125
Number of participants with account balances	2016-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2015 401k membership
Total participants, beginning-of-year	2015-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	58
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	64
Total of all active and inactive participants	2015-07-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	122
Number of participants with account balances	2015-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2014 401k membership
Total participants, beginning-of-year	2014-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	81
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	49
Total of all active and inactive participants	2014-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	130
Number of participants with account balances	2014-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	65
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	61
Total of all active and inactive participants	2013-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	127
Number of participants with account balances	2013-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2012 401k membership
Total participants, beginning-of-year	2012-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	79
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	53
Total of all active and inactive participants	2012-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	132
Number of participants with account balances	2012-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2011 401k membership
Total participants, beginning-of-year	2011-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	89
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	30
Total of all active and inactive participants	2011-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	119
Number of participants with account balances	2011-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	98
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	37
Total of all active and inactive participants	2009-07-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	135
Number of participants with account balances	2009-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

Measure	Date	Value
2018 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,174,656
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$732,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$730,836
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$417,513
Value of total assets at end of year	2018-06-30	$9,309,299
Value of total assets at beginning of year	2018-06-30	$8,867,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,597
Total interest from all sources	2018-06-30	$76,794
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$81,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$81,545
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$325,765
Participant contributions at end of year	2018-06-30	$37,168
Participant contributions at beginning of year	2018-06-30	$36,882
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$91,748
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$1,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$442,223
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,309,299
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,867,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,481,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,030,860
Interest on participant loans	2018-06-30	$0
Interest earned on other investments	2018-06-30	$76,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$8,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$8,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$8,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,782,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,790,548
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$295,560
Net investment gain/loss from pooled separate accounts	2018-06-30	$303,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$730,836
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2018-06-30	222321692
2017 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,238,157
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$361,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$359,595
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$312,160
Value of total assets at end of year	2017-06-30	$8,867,076
Value of total assets at beginning of year	2017-06-30	$7,990,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,551
Total interest from all sources	2017-06-30	$78,858
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$36,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$36,954
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$301,537
Participant contributions at end of year	2017-06-30	$36,882
Participant contributions at beginning of year	2017-06-30	$42,123
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$10,623
Administrative expenses (other) incurred	2017-06-30	$1,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$877,011
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,867,076
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,990,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,030,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,502,688
Interest on participant loans	2017-06-30	$0
Interest earned on other investments	2017-06-30	$78,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$8,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$8,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$8,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,790,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,436,492
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$380,166
Net investment gain/loss from pooled separate accounts	2017-06-30	$430,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$359,595
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2017-06-30	222321692
2016 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$290,931
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$485,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$474,112
Expenses. Certain deemed distributions of participant loans	2016-06-30	$9,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$275,133
Value of total assets at end of year	2016-06-30	$7,990,065
Value of total assets at beginning of year	2016-06-30	$8,184,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,666
Total interest from all sources	2016-06-30	$69,812
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$65,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$65,917
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$266,927
Participant contributions at end of year	2016-06-30	$42,123
Participant contributions at beginning of year	2016-06-30	$38,927
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$8,206
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$1,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-194,355
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,990,065
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,184,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,502,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,231,738
Interest on participant loans	2016-06-30	$0
Interest earned on other investments	2016-06-30	$69,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$8,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$13,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$13,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,436,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,900,528
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-101,344
Net investment gain/loss from pooled separate accounts	2016-06-30	$-18,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$474,112
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2016-06-30	222321692
2015 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$643,038
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$355,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$353,549
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$242,658
Value of total assets at end of year	2015-06-30	$8,184,420
Value of total assets at beginning of year	2015-06-30	$7,896,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,675
Total interest from all sources	2015-06-30	$59,573
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$73,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$73,491
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$222,237
Participant contributions at end of year	2015-06-30	$38,927
Participant contributions at beginning of year	2015-06-30	$34,102
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$20,421
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$287,814
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,184,420
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$7,896,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,231,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,929,255
Interest on participant loans	2015-06-30	$0
Interest earned on other investments	2015-06-30	$59,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$13,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$21,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$21,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,900,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,912,074
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$86,613
Net investment gain/loss from pooled separate accounts	2015-06-30	$180,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$353,549
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2015-06-30	222321692
2014 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,396,491
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$738,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$736,945
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$292,435
Value of total assets at end of year	2014-06-30	$7,896,606
Value of total assets at beginning of year	2014-06-30	$7,238,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,882
Total interest from all sources	2014-06-30	$45,063
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$80,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$80,373
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$222,890
Participant contributions at end of year	2014-06-30	$34,102
Participant contributions at beginning of year	2014-06-30	$65,366
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,363
Other income not declared elsewhere	2014-06-30	$14,036
Administrative expenses (other) incurred	2014-06-30	$1,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$657,664
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$7,896,606
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,238,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,929,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,963,198
Interest on participant loans	2014-06-30	$0
Interest earned on other investments	2014-06-30	$45,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$21,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$39,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$39,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,912,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,170,714
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$384,960
Net investment gain/loss from pooled separate accounts	2014-06-30	$579,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$67,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$736,945
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2014-06-30	222321692
2013 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,535,862
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$568,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$560,021
Expenses. Certain deemed distributions of participant loans	2013-06-30	$3,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$817,310
Value of total assets at end of year	2013-06-30	$7,238,942
Value of total assets at beginning of year	2013-06-30	$6,271,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,194
Total interest from all sources	2013-06-30	$61,769
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$26,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$26,636
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$308,425
Participant contributions at end of year	2013-06-30	$65,366
Participant contributions at beginning of year	2013-06-30	$36,937
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$433,219
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$5,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$967,313
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,238,942
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$6,271,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,963,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,180,976
Interest on participant loans	2013-06-30	$0
Interest earned on other investments	2013-06-30	$61,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$39,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$37,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$37,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,170,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$2,016,594
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$115,642
Net investment gain/loss from pooled separate accounts	2013-06-30	$514,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$75,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$560,021
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	NERAL AND COMPANY PA
Accountancy firm EIN	2013-06-30	222321692
2012 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$627,326
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$486,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$480,531
Expenses. Certain deemed distributions of participant loans	2012-06-30	$612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$566,370
Value of total assets at end of year	2012-06-30	$6,271,630
Value of total assets at beginning of year	2012-06-30	$6,130,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,198
Total interest from all sources	2012-06-30	$57,994
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$20,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$20,033
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$365,296
Participant contributions at end of year	2012-06-30	$36,937
Participant contributions at beginning of year	2012-06-30	$25,548
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$116,097
Other income not declared elsewhere	2012-06-30	$3,117
Administrative expenses (other) incurred	2012-06-30	$5,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$140,985
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$6,271,630
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,130,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,180,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,483,508
Interest on participant loans	2012-06-30	$0
Interest earned on other investments	2012-06-30	$57,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$37,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$34,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$34,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$2,016,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,587,555
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-24,576
Net investment gain/loss from pooled separate accounts	2012-06-30	$4,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$84,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$480,531
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	NERAL AND COMPANY, PA
Accountancy firm EIN	2012-06-30	222321692
2011 : 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,437,024
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$611,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$603,306
Expenses. Certain deemed distributions of participant loans	2011-06-30	$5,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$464,500
Value of total assets at end of year	2011-06-30	$6,130,645
Value of total assets at beginning of year	2011-06-30	$5,304,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,218
Total interest from all sources	2011-06-30	$48,666
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$14,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$14,947
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$385,021
Participant contributions at end of year	2011-06-30	$25,548
Participant contributions at beginning of year	2011-06-30	$21,642
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$0
Administrative expenses (other) incurred	2011-06-30	$2,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$825,702
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,130,645
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,304,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$4,483,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,609,162
Interest on participant loans	2011-06-30	$0
Interest earned on other investments	2011-06-30	$48,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$34,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$76,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$76,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,587,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,597,915
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$221,634
Net investment gain/loss from pooled separate accounts	2011-06-30	$687,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$79,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$603,306
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	NERAL & COMPANY
Accountancy firm EIN	2011-06-30	222321692

Form 5500 Responses for 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC.

2017: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF STATEN ISLAND MENTAL HEALTH SOCIETY, INC. 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	84
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,007
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	26
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	25
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	86
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $139
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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	139
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUEENS REGIONAL OFFICE

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	25
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	90
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $756
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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	756
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUEENS REGIONAL OFFICE

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	26
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	90
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $398
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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	398
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	QUEENS REGIONAL OFFICE

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	92
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $456
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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	151
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SUSAN JOHNSON

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	28
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
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?	Yes
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
Other information about contract	GURANTEED INVESTMENT

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

Policy contract number

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	91
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,189
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	29
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

007050F

Policy instance

Insurance contract or identification number	007050F
Number of Individuals Covered	94
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $587
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386340

Policy instance

Insurance contract or identification number	386340
Number of Individuals Covered	29
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STATEN ISLAND MENTAL HEALTH SOCIETY, INC.
Employer identification number (EIN):	135623279
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1954-11-23
Company Identification Number:	90075
Legal Registered Office Address:	669 CASTLETON AVENUE RICHMOND STATEN ISLAND United States of America (USA) 10301