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403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 401k Plan overview

Plan Name403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM
Plan identification number 001

403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM Benefits

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

401k Sponsoring company profile

JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name:JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
Employer identification number (EIN):251720606
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01LINDA FEHL LINDA FEHL2018-04-12
0012015-07-01LINDA FEHL LINDA FEHL2017-04-14
0012014-07-01LINDA FEHL LINDA FEHL2016-04-05
0012013-07-01LINDA FEHL LINDA FEHL2015-04-13
0012012-07-01LINDA FEHL LINDA FEHL2014-04-14
0012011-07-01LINDA FEHL LINDA FEHL2013-01-28
0012010-07-01LINDA FEHL LINDA FEHL2012-04-12
0012009-07-01LINDA FEHL LINDA FEHL2011-04-11
0012009-07-01LINDA FEHL LINDA FEHL2011-04-11

Plan Statistics for 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM

401k plan membership statisitcs for 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM

Measure Date Value
2021: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-07-01354
Total number of active participants reported on line 7a of the Form 55002021-07-01205
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0187
Total of all active and inactive participants2021-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-01295
Number of participants with account balances2021-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-07-01184
Total number of active participants reported on line 7a of the Form 55002020-07-01259
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0191
Total of all active and inactive participants2020-07-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01354
Number of participants with account balances2020-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-07-01191
Total number of active participants reported on line 7a of the Form 55002019-07-0198
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0184
Total of all active and inactive participants2019-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01184
Number of participants with account balances2019-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-07-01189
Total number of active participants reported on line 7a of the Form 55002018-07-01114
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0175
Total of all active and inactive participants2018-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01191
Number of participants with account balances2018-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-07-01179
Total number of active participants reported on line 7a of the Form 55002017-07-01120
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0168
Total of all active and inactive participants2017-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01189
Number of participants with account balances2017-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-07-01173
Total number of active participants reported on line 7a of the Form 55002016-07-01119
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0160
Total of all active and inactive participants2016-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01179
Number of participants with account balances2016-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-07-01165
Total number of active participants reported on line 7a of the Form 55002015-07-01117
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0156
Total of all active and inactive participants2015-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01173
Number of participants with account balances2015-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-07-01161
Total number of active participants reported on line 7a of the Form 55002014-07-01109
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0155
Total of all active and inactive participants2014-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01165
Number of participants with account balances2014-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-07-01114
Total number of active participants reported on line 7a of the Form 55002013-07-01107
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0154
Total of all active and inactive participants2013-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01161
Number of participants with account balances2013-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-07-01113
Total number of active participants reported on line 7a of the Form 55002012-07-0187
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0127
Total of all active and inactive participants2012-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01114
Number of participants with account balances2012-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-07-01105
Total number of active participants reported on line 7a of the Form 55002011-07-0188
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0124
Total of all active and inactive participants2011-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01113
Number of participants with account balances2011-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-07-01101
Total number of active participants reported on line 7a of the Form 55002010-07-0179
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0126
Total of all active and inactive participants2010-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01105
Number of participants with account balances2010-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-07-01103
Total number of active participants reported on line 7a of the Form 55002009-07-0179
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01101
Number of participants with account balances2009-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM

Measure Date Value
2022 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-795,885
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$710,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$708,709
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$582,144
Value of total assets at end of year2022-06-30$9,386,885
Value of total assets at beginning of year2022-06-30$10,893,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,711
Total interest from all sources2022-06-30$6,975
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$385,198
Participant contributions at end of year2022-06-30$11,837
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$104,481
Other income not declared elsewhere2022-06-30$82
Administrative expenses (other) incurred2022-06-30$1,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,506,305
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,386,885
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,893,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,230,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,720,234
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$6,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,141,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,172,956
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-1,385,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$92,465
Employer contributions (assets) at end of year2022-06-30$2,971
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$708,709
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,995,976
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,251,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,249,883
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$665,082
Value of total assets at end of year2021-06-30$10,893,190
Value of total assets at beginning of year2021-06-30$9,148,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,852
Total interest from all sources2021-06-30$13,376
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$435,031
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$121,329
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,744,241
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,893,190
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,148,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,720,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,613,034
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$13,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,172,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,535,915
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$2,317,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$108,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,249,883
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,152,787
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$382,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$380,078
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$807,109
Value of total assets at end of year2020-06-30$9,148,949
Value of total assets at beginning of year2020-06-30$8,378,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,983
Total interest from all sources2020-06-30$19,113
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$473,185
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$217,557
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$770,726
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,148,949
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,378,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,613,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,002,878
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$19,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,535,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,375,345
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$326,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$116,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$380,078
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BAKER TILLY US, LLP
Accountancy firm EIN2020-06-30390859910
2019 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,266,223
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$181,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$179,367
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$904,230
Value of total assets at end of year2019-06-30$8,378,223
Value of total assets at beginning of year2019-06-30$7,293,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,061
Total interest from all sources2019-06-30$16,930
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$469,664
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$314,852
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$2,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,084,795
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,378,223
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,293,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,002,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,197,110
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$16,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,375,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,096,318
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$345,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$119,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$179,367
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-06-30390859910
2018 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,070,792
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$356,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$354,736
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,590,716
Value of total assets at end of year2018-06-30$7,293,428
Value of total assets at beginning of year2018-06-30$5,579,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,088
Total interest from all sources2018-06-30$8,239
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$440,439
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,030,175
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$2,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,713,968
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,293,428
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,579,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,197,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,595,865
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$8,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,096,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$983,595
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$471,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$120,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$354,736
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BAKER TILLY
Accountancy firm EIN2018-06-30390859910
2017 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,291,061
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$129,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$127,606
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$702,872
Value of total assets at end of year2017-06-30$5,579,460
Value of total assets at beginning of year2017-06-30$4,418,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,087
Total interest from all sources2017-06-30$8,048
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$399,690
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$187,014
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$2,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,161,368
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,579,460
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,418,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,595,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,758,185
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$8,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$983,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$659,907
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$580,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$116,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$127,606
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAKER TILLY
Accountancy firm EIN2017-06-30390859910
2016 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$705,897
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$297,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$295,462
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$739,116
Value of total assets at end of year2016-06-30$4,418,092
Value of total assets at beginning of year2016-06-30$4,009,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,061
Total interest from all sources2016-06-30$6,607
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$358,459
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$277,199
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$408,374
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,418,092
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,009,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,758,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,307,835
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$6,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$659,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$701,883
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-39,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$103,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$295,462
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BAKER TILLY
Accountancy firm EIN2016-06-30390859910
2015 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$714,921
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$614,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$614,738
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$565,619
Value of total assets at end of year2015-06-30$4,009,718
Value of total assets at beginning of year2015-06-30$3,909,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$250
Total interest from all sources2015-06-30$7,415
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$334,787
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$136,628
Administrative expenses (other) incurred2015-06-30$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$99,933
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,009,718
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,909,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,307,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,207,175
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$7,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$701,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$702,610
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$141,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$94,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$614,738
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2015-06-30550486667
2014 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$949,354
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$208,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$201,454
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$481,464
Value of total assets at end of year2014-06-30$3,909,785
Value of total assets at beginning of year2014-06-30$3,169,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,460
Total interest from all sources2014-06-30$7,414
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$340,927
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$47,730
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$7,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$740,440
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,909,785
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,169,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,207,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,440,948
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$7,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$702,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$728,397
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$460,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$92,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$201,454
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARBIS WALKER LLP
Accountancy firm EIN2014-06-30250988255
2013 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$731,756
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$197,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$196,910
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$468,454
Value of total assets at end of year2013-06-30$3,169,345
Value of total assets at beginning of year2013-06-30$2,634,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$198
Total interest from all sources2013-06-30$10,654
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$311,353
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$74,791
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$534,648
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,169,345
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,634,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,440,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,931,759
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$10,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$728,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$702,938
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$252,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$82,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$196,910
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARBIS WALKER LLP
Accountancy firm EIN2013-06-30250988255
2012 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$379,933
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$159,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$156,994
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$376,543
Value of total assets at end of year2012-06-30$2,634,697
Value of total assets at beginning of year2012-06-30$2,413,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,218
Total interest from all sources2012-06-30$14,890
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$261,801
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$41,434
Other income not declared elsewhere2012-06-30$1,067
Administrative expenses (other) incurred2012-06-30$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 appraiser2012-06-30No
Value of net income/loss2012-06-30$220,721
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,634,697
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,413,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,931,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,605,773
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$14,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$702,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$808,203
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-12,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$73,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$156,994
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARBIS WALKER LLP
Accountancy firm EIN2012-06-30250988255
2011 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$714,260
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$97,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$85,294
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$355,001
Value of total assets at end of year2011-06-30$2,413,976
Value of total assets at beginning of year2011-06-30$1,797,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$12,144
Total interest from all sources2011-06-30$13,360
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$262,750
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$24,601
Other income not declared elsewhere2011-06-30$5,946
Administrative expenses (other) incurred2011-06-30$12,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$616,822
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,413,976
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,797,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,605,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,252,556
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$13,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$808,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$544,598
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$339,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$67,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$85,294
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARBIS WALKER LLC
Accountancy firm EIN2011-06-30250988255
2010 : 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM

2021: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAM 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016009J
Policy instance 1
Insurance contract or identification number016009J
Number of Individuals Covered161
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,527
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1527
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016009J
Policy instance 1
Insurance contract or identification number016009J
Number of Individuals Covered170
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,527
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1527
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016009J
Policy instance 1
Insurance contract or identification number016009J
Number of Individuals Covered184
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,073
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2073
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016009J
Policy instance 1
Insurance contract or identification number016009J
Number of Individuals Covered191
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,914
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2914
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016009J
Policy instance 1
Insurance contract or identification number016009J
Number of Individuals Covered189
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,497
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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