401k Plan data: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN plan

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN
Plan identification number	002

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC. has sponsored the creation of one or more 401k plans.

Company Name: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC.

Employer identification number (EIN): 042103559

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID STRONG
002 2016-01-01 DAVID STRONG
002 2015-01-01 DAVID STRONG
002 2014-01-01 ROBERTA GOLDMAN-WILKINSON
002 2013-01-01 DAVID STRONG
002 2012-01-01 SHARON CALLAHAN
002 2011-01-01 SHARON CALLAHAN
002 2009-01-01 BARBARA RIDGE

Plan Statistics for COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 157
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 112
Total of all active and inactive participants 2022-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 272
Number of participants with account balances 2022-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 156
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 108
Total of all active and inactive participants 2021-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 264
Number of participants with account balances 2021-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of other retired or separated participants entitled to future benefits 2020-01-01 113
Total of all active and inactive participants 2020-01-01 263
Total participants 2020-01-01 263
Number of participants with account balances 2020-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 177
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 100
Total of all active and inactive participants 2019-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 277
Number of participants with account balances 2019-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 178
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 120
Total of all active and inactive participants 2018-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 302
Number of participants with account balances 2018-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 163
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 116
Total of all active and inactive participants 2017-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 279
Number of participants with account balances 2017-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 165
Number of other retired or separated participants entitled to future benefits 2016-01-01 108
Total of all active and inactive participants 2016-01-01 273
Total participants 2016-01-01 273
Number of participants with account balances 2016-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 179
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 89
Total of all active and inactive participants 2015-01-01 268
Total participants 2015-01-01 268
Number of participants with account balances 2015-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 163
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 82
Total of all active and inactive participants 2014-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 245
Number of participants with account balances 2014-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 162
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 70
Total of all active and inactive participants 2013-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 232
Number of participants with account balances 2013-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 145
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 66
Total of all active and inactive participants 2012-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 211
Number of participants with account balances 2012-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 139
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 66
Total of all active and inactive participants 2011-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 205
Number of participants with account balances 2011-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 118
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 82
Total of all active and inactive participants 2009-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 200
Number of participants with account balances 2009-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	157
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	112
Total of all active and inactive participants	2022-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	272
Number of participants with account balances	2022-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	156
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	108
Total of all active and inactive participants	2021-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	264
Number of participants with account balances	2021-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of other retired or separated participants entitled to future benefits	2020-01-01	113
Total of all active and inactive participants	2020-01-01	263
Total participants	2020-01-01	263
Number of participants with account balances	2020-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	177
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	100
Total of all active and inactive participants	2019-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	277
Number of participants with account balances	2019-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	178
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	120
Total of all active and inactive participants	2018-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	302
Number of participants with account balances	2018-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	163
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	116
Total of all active and inactive participants	2017-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	279
Number of participants with account balances	2017-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	165
Number of other retired or separated participants entitled to future benefits	2016-01-01	108
Total of all active and inactive participants	2016-01-01	273
Total participants	2016-01-01	273
Number of participants with account balances	2016-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	179
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	89
Total of all active and inactive participants	2015-01-01	268
Total participants	2015-01-01	268
Number of participants with account balances	2015-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	163
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	82
Total of all active and inactive participants	2014-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	245
Number of participants with account balances	2014-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	162
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	70
Total of all active and inactive participants	2013-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	232
Number of participants with account balances	2013-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	145
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	66
Total of all active and inactive participants	2012-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	211
Number of participants with account balances	2012-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	139
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	66
Total of all active and inactive participants	2011-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	205
Number of participants with account balances	2011-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	118
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	82
Total of all active and inactive participants	2009-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	200
Number of participants with account balances	2009-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,800,879
Total of all expenses incurred	2022-12-31	$1,096,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,010,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,099,986
Value of total assets at end of year	2022-12-31	$24,526,087
Value of total assets at beginning of year	2022-12-31	$28,423,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$85,965
Total interest from all sources	2022-12-31	$2,291
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,239,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,239,571
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,455,569
Participant contributions at end of year	2022-12-31	$39,390
Participant contributions at beginning of year	2022-12-31	$52,178
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$49,655
Administrative expenses (other) incurred	2022-12-31	$85,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,897,557
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,526,087
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,423,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,808,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,500,083
Interest on participant loans	2022-12-31	$2,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$658,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$861,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,142,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$594,762
Employer contributions (assets) at end of year	2022-12-31	$19,593
Employer contributions (assets) at beginning of year	2022-12-31	$9,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,010,713
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	AAFCPA'S, INC.
Accountancy firm EIN	2022-12-31	042571780
2021 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,586,292
Total of all expenses incurred	2021-12-31	$1,774,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,689,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,947,392
Value of total assets at end of year	2021-12-31	$28,423,644
Value of total assets at beginning of year	2021-12-31	$24,611,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,118
Total interest from all sources	2021-12-31	$3,024
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,254,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,254,963
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,347,433
Participant contributions at end of year	2021-12-31	$52,178
Participant contributions at beginning of year	2021-12-31	$65,918
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$39,164
Administrative expenses (other) incurred	2021-12-31	$85,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,811,733
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,423,644
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,611,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,500,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,929,176
Interest on participant loans	2021-12-31	$3,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$861,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$606,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,380,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$560,795
Employer contributions (assets) at end of year	2021-12-31	$9,384
Employer contributions (assets) at beginning of year	2021-12-31	$10,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,689,441
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	AAFCPA'S, INC.
Accountancy firm EIN	2021-12-31	042571780
2020 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,324,040
Total of all expenses incurred	2020-12-31	$2,480,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,410,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,003,539
Value of total assets at end of year	2020-12-31	$24,611,911
Value of total assets at beginning of year	2020-12-31	$21,768,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$69,994
Total interest from all sources	2020-12-31	$3,693
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$759,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$759,934
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,367,671
Participant contributions at end of year	2020-12-31	$65,918
Participant contributions at beginning of year	2020-12-31	$54,506
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,843,441
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,611,911
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,768,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,929,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,228,116
Interest on participant loans	2020-12-31	$3,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$606,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$469,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,556,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$572,986
Employer contributions (assets) at end of year	2020-12-31	$10,283
Employer contributions (assets) at beginning of year	2020-12-31	$16,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,410,605
Contract administrator fees	2020-12-31	$69,994
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	AAFCPA'S, INC.
Accountancy firm EIN	2020-12-31	042571780
2019 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,970,254
Total of all expenses incurred	2019-12-31	$1,019,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$956,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,056,761
Value of total assets at end of year	2019-12-31	$21,768,470
Value of total assets at beginning of year	2019-12-31	$16,817,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$63,233
Total interest from all sources	2019-12-31	$9,407
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$826,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$826,464
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,393,729
Participant contributions at end of year	2019-12-31	$54,506
Participant contributions at beginning of year	2019-12-31	$58,195
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$77,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,950,631
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,768,470
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,817,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,228,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,355,641
Interest on participant loans	2019-12-31	$3,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$469,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$387,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,077,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$585,402
Employer contributions (assets) at end of year	2019-12-31	$16,672
Employer contributions (assets) at beginning of year	2019-12-31	$16,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$956,390
Contract administrator fees	2019-12-31	$63,233
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AAFCPAS, INC.
Accountancy firm EIN	2019-12-31	042571780
2018 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$740,981
Total of all expenses incurred	2018-12-31	$1,515,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,454,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,878,235
Value of total assets at end of year	2018-12-31	$16,817,839
Value of total assets at beginning of year	2018-12-31	$17,592,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,343
Total interest from all sources	2018-12-31	$3,161
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$815,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$815,218
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,298,112
Participant contributions at end of year	2018-12-31	$58,195
Participant contributions at beginning of year	2018-12-31	$68,603
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$37,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-774,275
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,817,839
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,592,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,355,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,253,225
Interest on participant loans	2018-12-31	$3,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$387,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$257,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,955,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$542,870
Employer contributions (assets) at end of year	2018-12-31	$16,485
Employer contributions (assets) at beginning of year	2018-12-31	$12,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,454,913
Contract administrator fees	2018-12-31	$60,343
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2018-12-31	042571780
2017 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,631,172
Total of all expenses incurred	2017-12-31	$798,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$741,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,133,772
Value of total assets at end of year	2017-12-31	$17,592,114
Value of total assets at beginning of year	2017-12-31	$13,759,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$57,422
Total interest from all sources	2017-12-31	$2,318
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$598,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$598,964
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,299,062
Participant contributions at end of year	2017-12-31	$68,603
Participant contributions at beginning of year	2017-12-31	$45,418
Participant contributions at beginning of year	2017-12-31	$49,448
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$299,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,832,239
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,592,114
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,759,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,253,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,646,808
Interest on participant loans	2017-12-31	$2,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$257,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,896,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$535,150
Employer contributions (assets) at end of year	2017-12-31	$12,841
Employer contributions (assets) at beginning of year	2017-12-31	$18,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$741,511
Contract administrator fees	2017-12-31	$57,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2017-12-31	042571780
2016 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,796,669
Total of all expenses incurred	2016-12-31	$877,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$820,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,805,394
Value of total assets at end of year	2016-12-31	$13,759,875
Value of total assets at beginning of year	2016-12-31	$11,841,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$57,691
Total interest from all sources	2016-12-31	$2,278
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$513,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$513,735
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,272,975
Participant contributions at end of year	2016-12-31	$45,418
Participant contributions at beginning of year	2016-12-31	$43,015
Participant contributions at end of year	2016-12-31	$49,448
Participant contributions at beginning of year	2016-12-31	$32,685
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$19,701
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	$1,918,800
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,759,875
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,841,075
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	$13,646,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,750,184
Interest on participant loans	2016-12-31	$2,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$475,262
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	$512,718
Employer contributions (assets) at end of year	2016-12-31	$18,201
Employer contributions (assets) at beginning of year	2016-12-31	$15,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$820,178
Contract administrator fees	2016-12-31	$57,691
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2016-12-31	042571780
2015 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,780,587
Total of all expenses incurred	2015-12-31	$698,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$651,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,921,224
Value of total assets at end of year	2015-12-31	$11,841,075
Value of total assets at beginning of year	2015-12-31	$10,759,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,237
Total interest from all sources	2015-12-31	$4,242
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$519,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$519,687
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,256,587
Participant contributions at end of year	2015-12-31	$43,015
Participant contributions at beginning of year	2015-12-31	$40,940
Participant contributions at end of year	2015-12-31	$32,685
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$138,884
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	$1,081,782
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,841,075
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,759,293
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	$11,750,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,718,353
Income. Interest from loans (other than to participants)	2015-12-31	$4,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-664,566
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	$525,753
Employer contributions (assets) at end of year	2015-12-31	$15,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$651,568
Contract administrator fees	2015-12-31	$47,237
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	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2015-12-31	042571780
2014 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,924,161
Total of all expenses incurred	2014-12-31	$529,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$465,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,446,030
Value of total assets at end of year	2014-12-31	$10,759,293
Value of total assets at beginning of year	2014-12-31	$9,364,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$63,739
Total interest from all sources	2014-12-31	$5,322
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$565,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$565,604
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,036,141
Participant contributions at end of year	2014-12-31	$40,940
Participant contributions at beginning of year	2014-12-31	$74,626
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$25,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,394,563
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,759,293
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,364,730
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	$10,718,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,116,116
Interest on participant loans	2014-12-31	$2,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-92,795
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	$384,006
Employer contributions (assets) at beginning of year	2014-12-31	$173,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$465,859
Contract administrator fees	2014-12-31	$63,739
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	ALEXANDER, ARONSON, FINNING & CO
Accountancy firm EIN	2014-12-31	042571780
2013 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,740,243
Total of all expenses incurred	2013-12-31	$1,057,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$985,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,454,467
Value of total assets at end of year	2013-12-31	$9,364,730
Value of total assets at beginning of year	2013-12-31	$7,681,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$71,125
Total interest from all sources	2013-12-31	$7,968
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$417,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$417,148
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$965,905
Participant contributions at end of year	2013-12-31	$74,626
Participant contributions at beginning of year	2013-12-31	$85,704
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$135,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,683,223
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,364,730
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,681,507
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	$9,116,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,472,585
Interest on participant loans	2013-12-31	$4,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$860,660
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	$352,860
Employer contributions (assets) at end of year	2013-12-31	$173,988
Employer contributions (assets) at beginning of year	2013-12-31	$123,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$985,895
Contract administrator fees	2013-12-31	$71,125
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	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2013-12-31	042571780
2012 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,976,054
Total of all expenses incurred	2012-12-31	$698,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$638,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,123,212
Value of total assets at end of year	2012-12-31	$7,681,507
Value of total assets at beginning of year	2012-12-31	$6,403,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$60,243
Total interest from all sources	2012-12-31	$2,987
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$212,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$212,195
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$840,932
Participant contributions at end of year	2012-12-31	$85,704
Participant contributions at beginning of year	2012-12-31	$51,282
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$32,433
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	$1,277,752
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,681,507
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,403,755
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	$7,472,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,257,214
Interest on participant loans	2012-12-31	$2,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$637,660
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	$249,847
Employer contributions (assets) at end of year	2012-12-31	$123,218
Employer contributions (assets) at beginning of year	2012-12-31	$95,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$638,059
Contract administrator fees	2012-12-31	$60,243
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	ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN	2012-12-31	042571780
2011 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$785,461
Total of all expenses incurred	2011-12-31	$831,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$778,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$951,062
Value of total assets at end of year	2011-12-31	$6,403,755
Value of total assets at beginning of year	2011-12-31	$6,449,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$52,522
Total interest from all sources	2011-12-31	$3,505
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$197,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$197,510
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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
Contributions received from participants	2011-12-31	$770,769
Participant contributions at end of year	2011-12-31	$51,282
Participant contributions at beginning of year	2011-12-31	$63,750
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,514
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	$-45,632
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,403,755
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,449,387
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	$6,257,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,328,683
Interest on participant loans	2011-12-31	$3,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-366,616
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	$176,779
Employer contributions (assets) at end of year	2011-12-31	$95,259
Employer contributions (assets) at beginning of year	2011-12-31	$56,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$778,571
Contract administrator fees	2011-12-31	$52,522
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2011-12-31	042571780
2010 : COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,429,472
Total of all expenses incurred	2010-12-31	$757,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$734,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$748,426
Value of total assets at end of year	2010-12-31	$6,449,387
Value of total assets at beginning of year	2010-12-31	$5,777,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,443
Total interest from all sources	2010-12-31	$7,581
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$114,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$114,637
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$666,159
Participant contributions at end of year	2010-12-31	$63,750
Participant contributions at beginning of year	2010-12-31	$50,101
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$24,959
Administrative expenses (other) incurred	2010-12-31	$22,443
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	$672,155
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,449,387
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,777,232
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	$6,328,683
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,379,069
Interest on participant loans	2010-12-31	$5,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$348,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$849,699
Net investment gain/loss from pooled separate accounts	2010-12-31	$-290,871
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	$57,308
Employer contributions (assets) at end of year	2010-12-31	$56,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$734,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2010-12-31	042571780

Form 5500 Responses for COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

2022: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502240-01

Policy instance

Insurance contract or identification number	502240-01
Number of Individuals Covered	24
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502240-01

Policy instance

Insurance contract or identification number	502240-01
Number of Individuals Covered	23
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502240-01

Policy instance

Insurance contract or identification number	502240-01
Number of Individuals Covered	15
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502240-01

Policy instance

Insurance contract or identification number	502240-01
Number of Individuals Covered	12
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502240-01

Policy instance

Insurance contract or identification number	502240-01
Number of Individuals Covered	19
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

0000COMB00MA01R

Policy instance

Insurance contract or identification number	0000COMB00MA01R
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,221
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,221
Insurance broker name	SECURITIES AMERICA, INC.

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Company Name:	COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC.
Employer identification number (EIN):	042103559
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations