401k Plan data: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. plan

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.
Plan identification number	333

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

JEWISH COMMUNITY OF LOUISVILLE, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWISH COMMUNITY OF LOUISVILLE, INC.

Employer identification number (EIN): 610444765

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2016-01-01 LISA MOORMAN
333 2015-01-01 LISA MOORMAN
333 2014-01-01 LISA MOORMAN
333 2013-01-01 LISA MOORMAN
333 2012-01-01 LISA MOORMAN
333 2011-01-01 DAVID WEINBERG
333 2009-01-01 JAMIE PILLSBURY

Plan id#	Filing Submission Date	Name of Administrator
333	2016-01-01	LISA MOORMAN
333	2015-01-01	LISA MOORMAN
333	2014-01-01	LISA MOORMAN
333	2013-01-01	LISA MOORMAN
333	2012-01-01	LISA MOORMAN
333	2011-01-01	DAVID WEINBERG
333	2009-01-01	JAMIE PILLSBURY

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

Measure Date Value
2016: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2016 401k membership
Market value of plan assets 2016-12-31 6,277,979
Acturial value of plan assets 2016-12-31 6,326,198
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,178,705
Number of terminated vested participants 2016-12-31 87
Fundng target for terminated vested participants 2016-12-31 2,345,565
Active participant vested funding target 2016-12-31 1,900,535
Number of active participants 2016-12-31 22
Total funding liabilities for active participants 2016-12-31 1,900,535
Total participant count 2016-12-31 110
Total funding target for all participants 2016-12-31 5,424,805
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 1,568,000
Total employee contributions 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 108
Total of all active and inactive participants 2015-01-01 109
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 118
Total of all active and inactive participants 2014-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 89
Total of all active and inactive participants 2013-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 125
Number of participants with account balances 2013-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 92
Total of all active and inactive participants 2012-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 134
Number of participants with account balances 2012-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 92
Total of all active and inactive participants 2011-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 91
Total of all active and inactive participants 2009-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2016 401k membership
Market value of plan assets	2016-12-31	6,277,979
Acturial value of plan assets	2016-12-31	6,326,198
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,178,705
Number of terminated vested participants	2016-12-31	87
Fundng target for terminated vested participants	2016-12-31	2,345,565
Active participant vested funding target	2016-12-31	1,900,535
Number of active participants	2016-12-31	22
Total funding liabilities for active participants	2016-12-31	1,900,535
Total participant count	2016-12-31	110
Total funding target for all participants	2016-12-31	5,424,805
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	1,568,000
Total employee contributions	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	108
Total of all active and inactive participants	2015-01-01	109
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	118
Total of all active and inactive participants	2014-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	89
Total of all active and inactive participants	2013-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	125
Number of participants with account balances	2013-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	92
Total of all active and inactive participants	2012-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	134
Number of participants with account balances	2012-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	92
Total of all active and inactive participants	2011-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	91
Total of all active and inactive participants	2009-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

Measure	Date	Value
2016 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,634,823
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$7,923,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,911,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,593,000
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$5,288,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,285
Total interest from all sources	2016-12-31	$41,823
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$12,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-5,288,543
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,288,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest earned on other investments	2016-12-31	$41,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,288,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,593,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,911,081
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WELENKEN CPA
Accountancy firm EIN	2016-12-31	610484308
2015 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$361,340
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,026,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,003,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$163,500
Value of total assets at end of year	2015-12-31	$5,288,543
Value of total assets at beginning of year	2015-12-31	$5,954,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,865
Total interest from all sources	2015-12-31	$45,320
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$22,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-665,506
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,288,543
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,954,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,700,177
Interest earned on other investments	2015-12-31	$45,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,288,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$253,872
Net investment gain/loss from pooled separate accounts	2015-12-31	$152,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$163,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,003,981
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WELENKEN CPA
Accountancy firm EIN	2015-12-31	610484308
2014 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$559,119
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$298,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$296,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$191,100
Value of total assets at end of year	2014-12-31	$5,954,049
Value of total assets at beginning of year	2014-12-31	$5,693,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,604
Total interest from all sources	2014-12-31	$1,958
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$1,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$260,879
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,954,049
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,693,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,700,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,424,116
Interest earned on other investments	2014-12-31	$1,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$253,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$269,054
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$214,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$366,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$191,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$81,669
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WELENKEN CPA'S
Accountancy firm EIN	2014-12-31	610484308
2013 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$957,862
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$345,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$326,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$204,168
Value of total assets at end of year	2013-12-31	$5,693,170
Value of total assets at beginning of year	2013-12-31	$5,080,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,001
Total interest from all sources	2013-12-31	$2,290
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$19,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$612,212
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,693,170
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,080,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,424,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,892,712
Interest earned on other investments	2013-12-31	$2,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$269,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$188,246
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$240,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$751,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$204,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$85,804
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WELENKEN CPA'S
Accountancy firm EIN	2013-12-31	610484308
2012 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$620,173
Total of all expenses incurred	2012-12-31	$371,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$362,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$137,175
Value of total assets at end of year	2012-12-31	$5,080,958
Value of total assets at beginning of year	2012-12-31	$4,832,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,355
Total interest from all sources	2012-12-31	$2,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$9,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$248,809
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,080,958
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,832,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,892,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,412,661
Interest earned on other investments	2012-12-31	$2,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$188,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$419,488
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$277,692
Net investment gain/loss from pooled separate accounts	2012-12-31	$480,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$137,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$84,317
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WELENKEN CPA
Accountancy firm EIN	2012-12-31	610484308
2011 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$287,209
Total of all expenses incurred	2011-12-31	$149,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$139,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$191,547
Value of total assets at end of year	2011-12-31	$4,832,149
Value of total assets at beginning of year	2011-12-31	$4,694,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,350
Total interest from all sources	2011-12-31	$6,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$30,986
Administrative expenses (other) incurred	2011-12-31	$10,350
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$137,710
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,832,149
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,694,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,412,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,554,400
Interest earned on other investments	2011-12-31	$6,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$419,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$140,039
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$43,323
Net investment gain/loss from pooled separate accounts	2011-12-31	$58,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$191,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$95,826
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WELENKEN CPA'S
Accountancy firm EIN	2011-12-31	610484308
2010 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$732,070
Total of all expenses incurred	2010-12-31	$904,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$881,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$188,303
Value of total assets at end of year	2010-12-31	$4,694,439
Value of total assets at beginning of year	2010-12-31	$4,866,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,940
Total interest from all sources	2010-12-31	$3,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$22,940
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$-172,489
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,694,439
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,866,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,554,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,699,475
Interest earned on other investments	2010-12-31	$3,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$140,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$167,453
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$875,423
Net investment gain/loss from pooled separate accounts	2010-12-31	$540,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$188,303
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,196
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WELENKEN CPAS
Accountancy firm EIN	2010-12-31	610484308

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC.

2016: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	109
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $189
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	189
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	CINCINNATI REGIONAL OFFICE

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $283
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	283
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CINCINNATI REGIONAL OFFICE

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	125
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $123
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	123
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CINCINNATI REGIONAL OFFICE

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	135
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $170
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	88
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	JASON PINSON

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	139
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $198
Contracts With Unallocated Funds Deposit Administration	1

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

Policy contract number

749000H

Policy instance

Insurance contract or identification number	749000H
Number of Individuals Covered	149
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $319
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	117
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	KENNETH LANG

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Company Name:	JEWISH COMMUNITY OF LOUISVILLE, INC.
Employer identification number (EIN):	610444765
NAIC Classification:	624200