401k Plan data: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN plan

NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 401k Plan overview

Plan Name	NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN
Plan identification number	001

NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEIGHBORHOOD HEALTH ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEIGHBORHOOD HEALTH ASSOCIATION, INC.

Employer identification number (EIN): 237272741

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 NICHOLE JUNIO NICHOLE JUNIO 2018-07-16
001 2015-10-01 AMIE GOHLIKE 2016-12-16 AMIE GOHLIKE 2016-12-16
001 2014-10-01 AMIE GOHLIKE 2016-12-13 AMIE GOHLIKE 2016-12-13
001 2013-10-01 AMIE GOHLIKE 2014-12-08 AMIE GOHLIKE 2014-12-08
001 2012-10-01 AMIE GOHLIKE 2014-04-21 AMIE GOHLIKE 2014-04-21
001 2011-10-01 AMIE GOHLIKE 2013-04-29 AMIE GOHLIKE 2013-04-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-10-01
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	NICHOLE JUNIO		NICHOLE JUNIO	2018-07-16
001	2015-10-01	AMIE GOHLIKE	2016-12-16	AMIE GOHLIKE	2016-12-16
001	2014-10-01	AMIE GOHLIKE	2016-12-13	AMIE GOHLIKE	2016-12-13
001	2013-10-01	AMIE GOHLIKE	2014-12-08	AMIE GOHLIKE	2014-12-08
001	2012-10-01	AMIE GOHLIKE	2014-04-21	AMIE GOHLIKE	2014-04-21
001	2011-10-01	AMIE GOHLIKE	2013-04-29	AMIE GOHLIKE	2013-04-29

Plan Statistics for NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN

401k plan membership statisitcs for NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN

Measure Date Value
2021: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 100
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 15
Total of all active and inactive participants 2021-10-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 115
Number of participants with account balances 2021-10-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 9
2020: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 113
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 16
Total of all active and inactive participants 2020-10-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 129
Number of participants with account balances 2020-10-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 8
2019: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 187
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 140
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 8
Total of all active and inactive participants 2019-10-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 148
Number of participants with account balances 2019-10-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 3
2018: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 127
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 9
Total of all active and inactive participants 2018-10-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 136
Number of participants with account balances 2018-10-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 2
2017: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 112
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 7
Total of all active and inactive participants 2017-10-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 119
Number of participants with account balances 2017-10-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 5
2016: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 120
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 11
Total of all active and inactive participants 2016-10-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 131
Number of participants with account balances 2016-10-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 5

Measure	Date	Value
2021: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	100
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	15
Total of all active and inactive participants	2021-10-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	115
Number of participants with account balances	2021-10-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	9
2020: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	113
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	16
Total of all active and inactive participants	2020-10-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	129
Number of participants with account balances	2020-10-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	8
2019: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	187
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	140
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	8
Total of all active and inactive participants	2019-10-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	148
Number of participants with account balances	2019-10-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	3
2018: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	127
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	9
Total of all active and inactive participants	2018-10-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	136
Number of participants with account balances	2018-10-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	2
2017: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	112
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	7
Total of all active and inactive participants	2017-10-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	119
Number of participants with account balances	2017-10-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	5
2016: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	120
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	11
Total of all active and inactive participants	2016-10-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	131
Number of participants with account balances	2016-10-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	5

Financial Data on NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN

Measure	Date	Value
2022 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-400,913
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$170,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$129,791
Value of total corrective distributions	2022-09-30	$11,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$255,412
Value of total assets at end of year	2022-09-30	$2,262,822
Value of total assets at beginning of year	2022-09-30	$2,834,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$29,835
Total interest from all sources	2022-09-30	$16
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$10,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$10,182
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$150,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$200,601
Participant contributions at beginning of year	2022-09-30	$8,643
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$4,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-571,605
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$2,262,822
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$2,834,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$563,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$593,453
Value of interest in pooled separate accounts at end of year	2022-09-30	$1,699,121
Value of interest in pooled separate accounts at beginning of year	2022-09-30	$2,229,808
Interest earned on other investments	2022-09-30	$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-144,877
Net investment gain/loss from pooled separate accounts	2022-09-30	$-521,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$50,042
Employer contributions (assets) at beginning of year	2022-09-30	$2,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$129,791
Contract administrator fees	2022-09-30	$29,835
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-09-30	410746749
2021 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$819,538
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$221,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$187,400
Value of total corrective distributions	2021-09-30	$4,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$265,587
Value of total assets at end of year	2021-09-30	$2,834,427
Value of total assets at beginning of year	2021-09-30	$2,236,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$30,303
Total interest from all sources	2021-09-30	$46
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$4,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$4,192
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$150,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$208,369
Participant contributions at end of year	2021-09-30	$8,643
Participant contributions at beginning of year	2021-09-30	$30,173
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$597,586
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$2,834,427
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$2,236,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$593,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$407,333
Value of interest in pooled separate accounts at end of year	2021-09-30	$2,229,808
Value of interest in pooled separate accounts at beginning of year	2021-09-30	$1,779,886
Interest earned on other investments	2021-09-30	$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$11,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$106,394
Net investment gain/loss from pooled separate accounts	2021-09-30	$443,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$56,496
Employer contributions (assets) at end of year	2021-09-30	$2,173
Employer contributions (assets) at beginning of year	2021-09-30	$8,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$187,400
Contract administrator fees	2021-09-30	$30,303
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	GILMORE JASION MAHLER, LTD
Accountancy firm EIN	2021-09-30	341827159
2020 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$0
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total transfer of assets to this plan	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Expenses. Interest paid	2020-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$522,848
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$359,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$332,319
Value of total corrective distributions	2020-09-30	$4,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$233,305
Value of total assets at end of year	2020-09-30	$2,236,841
Value of total assets at beginning of year	2020-09-30	$2,073,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$23,037
Total income from rents	2020-09-30	$0
Total interest from all sources	2020-09-30	$373
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$4,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$4,129
Administrative expenses professional fees incurred	2020-09-30	$0
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$150,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Amount of non-exempt transactions with any party-in-interest	2020-09-30	$0
Contributions received from participants	2020-09-30	$189,264
Participant contributions at end of year	2020-09-30	$30,173
Participant contributions at beginning of year	2020-09-30	$7,734
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$0
Other income not declared elsewhere	2020-09-30	$612
Administrative expenses (other) incurred	2020-09-30	$0
Liabilities. Value of operating payables at beginning of year	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Income. Non cash contributions	2020-09-30	$0
Value of net income/loss	2020-09-30	$163,008
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$2,236,841
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$2,073,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-09-30	$0
Investment advisory and management fees	2020-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$407,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$370,806
Value of interest in pooled separate accounts at end of year	2020-09-30	$1,779,886
Value of interest in pooled separate accounts at beginning of year	2020-09-30	$1,654,612
Income. Interest from loans (other than to participants)	2020-09-30	$0
Interest earned on other investments	2020-09-30	$373
Income. Interest from US Government securities	2020-09-30	$0
Income. Interest from corporate debt instruments	2020-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$11,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$39,364
Expenses. Payments to insurance carriers foe the provision of benefits	2020-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$25,640
Net investment gain/loss from pooled separate accounts	2020-09-30	$258,789
Net investment gain or loss from common/collective trusts	2020-09-30	$0
Net gain/loss from 103.12 investment entities	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$44,041
Employer contributions (assets) at end of year	2020-09-30	$8,412
Employer contributions (assets) at beginning of year	2020-09-30	$1,317
Income. Dividends from preferred stock	2020-09-30	$0
Income. Dividends from common stock	2020-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$332,319
Contract administrator fees	2020-09-30	$23,037
Liabilities. Value of benefit claims payable at beginning of year	2020-09-30	$0
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Aggregate proceeds on sale of assets	2020-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	GILMORE JASION MAHLER LTD
Accountancy firm EIN	2020-09-30	341827159
2019 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-30	$0
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total transfer of assets to this plan	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Expenses. Interest paid	2019-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$407,933
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$41,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$16,272
Value of total corrective distributions	2019-09-30	$5,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$299,516
Value of total assets at end of year	2019-09-30	$2,073,833
Value of total assets at beginning of year	2019-09-30	$1,707,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$20,199
Total income from rents	2019-09-30	$0
Total interest from all sources	2019-09-30	$737
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$2,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$2,300
Administrative expenses professional fees incurred	2019-09-30	$0
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$150,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Amount of non-exempt transactions with any party-in-interest	2019-09-30	$0
Contributions received from participants	2019-09-30	$173,923
Participant contributions at end of year	2019-09-30	$7,734
Participant contributions at beginning of year	2019-09-30	$12,111
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$83,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-30	$0
Other income not declared elsewhere	2019-09-30	$0
Administrative expenses (other) incurred	2019-09-30	$0
Liabilities. Value of operating payables at beginning of year	2019-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Income. Non cash contributions	2019-09-30	$0
Value of net income/loss	2019-09-30	$365,980
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$2,073,833
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$1,707,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-09-30	$0
Investment advisory and management fees	2019-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$370,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$206,580
Value of interest in pooled separate accounts at end of year	2019-09-30	$1,654,612
Value of interest in pooled separate accounts at beginning of year	2019-09-30	$1,450,734
Income. Interest from loans (other than to participants)	2019-09-30	$0
Interest earned on other investments	2019-09-30	$737
Income. Interest from US Government securities	2019-09-30	$0
Income. Interest from corporate debt instruments	2019-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$39,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-30	$36,411
Expenses. Payments to insurance carriers foe the provision of benefits	2019-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$9,373
Net investment gain/loss from pooled separate accounts	2019-09-30	$96,007
Net investment gain or loss from common/collective trusts	2019-09-30	$0
Net gain/loss from 103.12 investment entities	2019-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$41,799
Employer contributions (assets) at end of year	2019-09-30	$1,317
Employer contributions (assets) at beginning of year	2019-09-30	$2,017
Income. Dividends from preferred stock	2019-09-30	$0
Income. Dividends from common stock	2019-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$16,272
Contract administrator fees	2019-09-30	$20,199
Liabilities. Value of benefit claims payable at beginning of year	2019-09-30	$0
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Aggregate proceeds on sale of assets	2019-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	GILMORE JASION MAHLER, LTD
Accountancy firm EIN	2019-09-30	341827159
2018 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-09-30	$0
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total transfer of assets to this plan	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Expenses. Interest paid	2018-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$405,753
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$125,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$101,516
Value of total corrective distributions	2018-09-30	$4,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$211,962
Value of total assets at end of year	2018-09-30	$1,707,853
Value of total assets at beginning of year	2018-09-30	$1,427,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$19,838
Total income from rents	2018-09-30	$0
Total interest from all sources	2018-09-30	$764
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$1,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$1,986
Administrative expenses professional fees incurred	2018-09-30	$0
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$150,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Amount of non-exempt transactions with any party-in-interest	2018-09-30	$0
Contributions received from participants	2018-09-30	$161,451
Participant contributions at end of year	2018-09-30	$12,111
Participant contributions at beginning of year	2018-09-30	$3,606
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$21,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-09-30	$0
Other income not declared elsewhere	2018-09-30	$0
Administrative expenses (other) incurred	2018-09-30	$0
Liabilities. Value of operating payables at beginning of year	2018-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Income. Non cash contributions	2018-09-30	$0
Value of net income/loss	2018-09-30	$280,146
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$1,707,853
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$1,427,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-09-30	$0
Investment advisory and management fees	2018-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$206,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$144,283
Value of interest in pooled separate accounts at end of year	2018-09-30	$1,450,734
Value of interest in pooled separate accounts at beginning of year	2018-09-30	$1,213,143
Income. Interest from loans (other than to participants)	2018-09-30	$0
Interest earned on other investments	2018-09-30	$764
Income. Interest from US Government securities	2018-09-30	$0
Income. Interest from corporate debt instruments	2018-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$36,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$65,604
Expenses. Payments to insurance carriers foe the provision of benefits	2018-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$16,385
Net investment gain/loss from pooled separate accounts	2018-09-30	$174,656
Net investment gain or loss from common/collective trusts	2018-09-30	$0
Net gain/loss from 103.12 investment entities	2018-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$29,238
Employer contributions (assets) at end of year	2018-09-30	$2,017
Employer contributions (assets) at beginning of year	2018-09-30	$1,071
Income. Dividends from preferred stock	2018-09-30	$0
Income. Dividends from common stock	2018-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$101,516
Contract administrator fees	2018-09-30	$19,838
Liabilities. Value of benefit claims payable at beginning of year	2018-09-30	$0
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Aggregate proceeds on sale of assets	2018-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	GILMORE, JASION & MAHLER LTD
Accountancy firm EIN	2018-09-30	341827159
2017 : NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-09-30	$0
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total transfer of assets to this plan	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Expenses. Interest paid	2017-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$384,511
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$74,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$45,349
Value of total corrective distributions	2017-09-30	$12,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$202,061
Value of total assets at end of year	2017-09-30	$1,427,707
Value of total assets at beginning of year	2017-09-30	$1,117,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$16,982
Total income from rents	2017-09-30	$0
Total interest from all sources	2017-09-30	$1,450
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$882
Administrative expenses professional fees incurred	2017-09-30	$0
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$150,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Amount of non-exempt transactions with any party-in-interest	2017-09-30	$0
Contributions received from participants	2017-09-30	$140,321
Participant contributions at end of year	2017-09-30	$3,606
Participant contributions at beginning of year	2017-09-30	$7,114
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$24,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-30	$0
Other income not declared elsewhere	2017-09-30	$0
Administrative expenses (other) incurred	2017-09-30	$0
Liabilities. Value of operating payables at beginning of year	2017-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Income. Non cash contributions	2017-09-30	$0
Value of net income/loss	2017-09-30	$309,883
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$1,427,707
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$1,117,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-09-30	$0
Investment advisory and management fees	2017-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$144,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$94,282
Value of interest in pooled separate accounts at end of year	2017-09-30	$1,213,143
Value of interest in pooled separate accounts at beginning of year	2017-09-30	$974,973
Income. Interest from loans (other than to participants)	2017-09-30	$0
Interest earned on other investments	2017-09-30	$1,450
Income. Interest from US Government securities	2017-09-30	$0
Income. Interest from corporate debt instruments	2017-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$65,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$40,392
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$16,100
Net investment gain/loss from pooled separate accounts	2017-09-30	$164,018
Net investment gain or loss from common/collective trusts	2017-09-30	$0
Net gain/loss from 103.12 investment entities	2017-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$37,201
Employer contributions (assets) at end of year	2017-09-30	$1,071
Employer contributions (assets) at beginning of year	2017-09-30	$1,063
Income. Dividends from preferred stock	2017-09-30	$0
Income. Dividends from common stock	2017-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$45,349
Contract administrator fees	2017-09-30	$16,982
Liabilities. Value of benefit claims payable at beginning of year	2017-09-30	$0
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Aggregate proceeds on sale of assets	2017-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	GILMORE, JASION, AND MAHLER LTD.
Accountancy firm EIN	2017-09-30	341827159

Form 5500 Responses for NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN

2021: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: NEIGHBORHOOD HEALTH ASSOCIATION, INC. PENSION PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441690

Policy instance

Insurance contract or identification number	441690
Number of Individuals Covered	115
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $5,439
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,439
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441465

Policy instance

Insurance contract or identification number	441465
Number of Individuals Covered	115
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $5
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441690

Policy instance

Insurance contract or identification number	441690
Number of Individuals Covered	129
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $4,958
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,958
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441465

Policy instance

Insurance contract or identification number	441465
Number of Individuals Covered	129
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $16
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441690

Policy instance

Insurance contract or identification number	441690
Number of Individuals Covered	148
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $4,048
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,048
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441465

Policy instance

Insurance contract or identification number	441465
Number of Individuals Covered	148
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $64
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $64
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441690

Policy instance

Insurance contract or identification number	441690
Number of Individuals Covered	136
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $3,567
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,567
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441465

Policy instance

Insurance contract or identification number	441465
Number of Individuals Covered	136
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $93
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $93
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441690

Policy instance

Insurance contract or identification number	441690
Number of Individuals Covered	119
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $3,226
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441465

Policy instance

Insurance contract or identification number	441465
Number of Individuals Covered	119
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $115
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NEIGHBORHOOD HEALTH ASSOCIATION, INC.
Employer identification number (EIN):	237272741
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)