401k Plan data: JCC ON THE PALISADES 403(B) RETIREMENT PLAN plan

JCC ON THE PALISADES 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	JCC ON THE PALISADES 403(B) RETIREMENT PLAN
Plan identification number	001

JCC ON THE PALISADES 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

KAPLEN JEWISH COMMUNITY CENTER ON THE PA has sponsored the creation of one or more 401k plans.

Company Name: KAPLEN JEWISH COMMUNITY CENTER ON THE PA

Employer identification number (EIN): 221487220

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JCC ON THE PALISADES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01 KEVIN CUNNINGHAM 2023-04-27
001 2020-09-01 KEVIN CUNNINGHAM 2022-06-15
001 2019-09-01
001 2018-09-01 KEVIN CUNNINGHAM 2020-06-17
001 2018-09-01 KEVIN CUNNINGHAM 2020-06-17
001 2017-09-01
001 2016-09-01 GARY BERNSTEIN
001 2015-09-01 GARY BERNSTEIN
001 2014-09-01 GARY BERNSTEIN
001 2014-09-01 GARY BERNSTEIN
001 2013-09-01 SHARON KESTENBAUM
001 2012-09-01 DANNY ROCKE
001 2009-09-01 DANIEL ROCKE DANIEL ROCKE 2011-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01	KEVIN CUNNINGHAM	2023-04-27
001	2020-09-01	KEVIN CUNNINGHAM	2022-06-15
001	2019-09-01
001	2018-09-01	KEVIN CUNNINGHAM	2020-06-17
001	2018-09-01	KEVIN CUNNINGHAM	2020-06-17
001	2017-09-01
001	2016-09-01	GARY BERNSTEIN
001	2015-09-01	GARY BERNSTEIN
001	2014-09-01	GARY BERNSTEIN
001	2014-09-01	GARY BERNSTEIN
001	2013-09-01	SHARON KESTENBAUM
001	2012-09-01	DANNY ROCKE
001	2009-09-01	DANIEL ROCKE		DANIEL ROCKE	2011-06-15

Plan Statistics for JCC ON THE PALISADES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for JCC ON THE PALISADES 403(B) RETIREMENT PLAN

Measure Date Value
2021: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 322
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 148
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 33
Total of all active and inactive participants 2021-09-01 181
Total participants 2021-09-01 181
Number of participants with account balances 2021-09-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 382
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 40
Total of all active and inactive participants 2020-09-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 422
Number of participants with account balances 2020-09-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 350
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 20
Total of all active and inactive participants 2019-09-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 370
Number of participants with account balances 2019-09-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 205
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 200
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 20
Total of all active and inactive participants 2018-09-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 220
Number of participants with account balances 2018-09-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 185
Number of retired or separated participants receiving benefits 2017-09-01 20
Total of all active and inactive participants 2017-09-01 205
Total participants 2017-09-01 205
Number of participants with account balances 2017-09-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 262
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 159
Number of other retired or separated participants entitled to future benefits 2016-09-01 81
Total of all active and inactive participants 2016-09-01 240
Total participants 2016-09-01 240
Number of participants with account balances 2016-09-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 269
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 157
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 97
Total of all active and inactive participants 2015-09-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 254
Number of participants with account balances 2015-09-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 239
Total of all active and inactive participants 2014-09-01 0
Total participants 2014-09-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 152
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 70
Number of participants with account balances 2014-09-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 244
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 175
Number of other retired or separated participants entitled to future benefits 2013-09-01 64
Total of all active and inactive participants 2013-09-01 239
Total participants 2013-09-01 239
Number of participants with account balances 2013-09-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 202
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 153
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 47
Total of all active and inactive participants 2012-09-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 200
Number of participants with account balances 2012-09-01 194
2009: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 174
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 145
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 30
Total of all active and inactive participants 2009-09-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 175
Number of participants with account balances 2009-09-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2021: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	322
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	148
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	33
Total of all active and inactive participants	2021-09-01	181
Total participants	2021-09-01	181
Number of participants with account balances	2021-09-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	382
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	40
Total of all active and inactive participants	2020-09-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	422
Number of participants with account balances	2020-09-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	350
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	20
Total of all active and inactive participants	2019-09-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	370
Number of participants with account balances	2019-09-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	205
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	200
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	20
Total of all active and inactive participants	2018-09-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	220
Number of participants with account balances	2018-09-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	185
Number of retired or separated participants receiving benefits	2017-09-01	20
Total of all active and inactive participants	2017-09-01	205
Total participants	2017-09-01	205
Number of participants with account balances	2017-09-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	262
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	159
Number of other retired or separated participants entitled to future benefits	2016-09-01	81
Total of all active and inactive participants	2016-09-01	240
Total participants	2016-09-01	240
Number of participants with account balances	2016-09-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	269
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	157
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	97
Total of all active and inactive participants	2015-09-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	254
Number of participants with account balances	2015-09-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	239
Total of all active and inactive participants	2014-09-01	0
Total participants	2014-09-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	152
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	70
Number of participants with account balances	2014-09-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	244
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	175
Number of other retired or separated participants entitled to future benefits	2013-09-01	64
Total of all active and inactive participants	2013-09-01	239
Total participants	2013-09-01	239
Number of participants with account balances	2013-09-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	202
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	153
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	47
Total of all active and inactive participants	2012-09-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	200
Number of participants with account balances	2012-09-01	194
2009: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	174
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	145
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	30
Total of all active and inactive participants	2009-09-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	175
Number of participants with account balances	2009-09-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on JCC ON THE PALISADES 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-739,167
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$618,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$580,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$390,678
Value of total assets at end of year	2022-08-31	$7,698,948
Value of total assets at beginning of year	2022-08-31	$9,057,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$38,413
Total interest from all sources	2022-08-31	$4,798
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$206,563
Participant contributions at end of year	2022-08-31	$152,573
Participant contributions at beginning of year	2022-08-31	$109,044
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$90,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,358,111
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$7,698,948
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$9,057,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Investment advisory and management fees	2022-08-31	$38,413
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$222,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$220,245
Interest on participant loans	2022-08-31	$4,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$7,324,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$8,727,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-1,134,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$93,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$580,531
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	PRAGERMETIS CPAS LLC
Accountancy firm EIN	2022-08-31	061667465
2021 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$1,882,528
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$2,720,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$2,680,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$199,843
Value of total assets at end of year	2021-08-31	$9,057,059
Value of total assets at beginning of year	2021-08-31	$9,894,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$39,598
Total interest from all sources	2021-08-31	$4,242
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$198,597
Participant contributions at end of year	2021-08-31	$109,044
Participant contributions at beginning of year	2021-08-31	$114,139
Administrative expenses (other) incurred	2021-08-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$-837,852
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$9,057,059
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$9,894,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$39,398
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$220,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$402,065
Interest on participant loans	2021-08-31	$4,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$8,727,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$9,378,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$1,678,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$1,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$2,680,782
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	PRAGERMETIS CPAS LLC
Accountancy firm EIN	2021-08-31	061667465
2020 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$1,513,647
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$693,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$657,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$449,902
Value of total assets at end of year	2020-08-31	$9,894,911
Value of total assets at beginning of year	2020-08-31	$9,075,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$36,624
Total interest from all sources	2020-08-31	$3,150
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$303,632
Participant contributions at end of year	2020-08-31	$114,139
Participant contributions at beginning of year	2020-08-31	$82,221
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$32,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$819,824
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$9,894,911
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$9,075,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$34,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$402,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$23,177
Interest on participant loans	2020-08-31	$3,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$9,378,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$8,969,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$1,060,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$113,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$657,199
Contract administrator fees	2020-08-31	$1,950
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	PRAGERMETIS CPAS LLC
Accountancy firm EIN	2020-08-31	061667465
2019 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$191,554
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$940,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$903,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$408,712
Value of total assets at end of year	2019-08-31	$9,075,087
Value of total assets at beginning of year	2019-08-31	$9,823,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$37,016
Total interest from all sources	2019-08-31	$2,819
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$408,712
Participant contributions at end of year	2019-08-31	$82,221
Participant contributions at beginning of year	2019-08-31	$64,094
Other income not declared elsewhere	2019-08-31	$-219,977
Administrative expenses (other) incurred	2019-08-31	$3,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-748,505
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$9,075,087
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$9,823,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$27,045
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$23,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$9,759,498
Interest on participant loans	2019-08-31	$2,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$8,969,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$903,043
Contract administrator fees	2019-08-31	$6,427
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	PRAGERMETIS CPAS LLC
Accountancy firm EIN	2019-08-31	061667465
2018 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$1,527,795
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$1,302,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$1,252,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$633,820
Value of total assets at end of year	2018-08-31	$9,823,592
Value of total assets at beginning of year	2018-08-31	$9,598,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$50,266
Total interest from all sources	2018-08-31	$3,284
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$435,584
Participant contributions at end of year	2018-08-31	$64,094
Participant contributions at beginning of year	2018-08-31	$91,269
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$96,739
Administrative expenses (other) incurred	2018-08-31	$4,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$224,919
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$9,823,592
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$9,598,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$8,214
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$9,759,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$9,507,404
Interest on participant loans	2018-08-31	$3,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$890,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$101,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$1,252,610
Contract administrator fees	2018-08-31	$37,259
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	MARCUM LLP
Accountancy firm EIN	2018-08-31	111986323
2017 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$1,526,887
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$742,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$694,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$473,703
Value of total assets at end of year	2017-08-31	$9,598,673
Value of total assets at beginning of year	2017-08-31	$8,814,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$47,905
Total interest from all sources	2017-08-31	$5,475
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$414,942
Participant contributions at end of year	2017-08-31	$91,269
Participant contributions at beginning of year	2017-08-31	$136,150
Participant contributions at end of year	2017-08-31	$0
Participant contributions at beginning of year	2017-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$58,761
Other income not declared elsewhere	2017-08-31	$1,047,709
Administrative expenses (other) incurred	2017-08-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$784,477
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$9,598,673
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$8,814,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$12,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$9,507,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$8,678,046
Interest on participant loans	2017-08-31	$5,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Employer contributions (assets) at end of year	2017-08-31	$0
Employer contributions (assets) at beginning of year	2017-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$694,505
Contract administrator fees	2017-08-31	$35,612
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	MARCUM LLP
Accountancy firm EIN	2017-08-31	111986323
2016 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$1,284,781
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$1,387,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$1,310,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$1,074,036
Value of total assets at end of year	2016-08-31	$8,814,196
Value of total assets at beginning of year	2016-08-31	$8,916,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$76,297
Total interest from all sources	2016-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Administrative expenses professional fees incurred	2016-08-31	$7,442
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$408,710
Participant contributions at end of year	2016-08-31	$136,150
Participant contributions at beginning of year	2016-08-31	$189,068
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$366,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-102,308
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$8,814,196
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$8,916,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$4,220
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$8,678,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$8,440,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$210,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$298,889
Employer contributions (assets) at end of year	2016-08-31	$0
Employer contributions (assets) at beginning of year	2016-08-31	$286,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$1,310,792
Contract administrator fees	2016-08-31	$64,635
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	MARCUM LLP
Accountancy firm EIN	2016-08-31	111986323
2015 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$952,815
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$711,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$633,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$1,044,274
Value of total assets at end of year	2015-08-31	$8,916,504
Value of total assets at beginning of year	2015-08-31	$8,674,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$77,100
Total interest from all sources	2015-08-31	$8,637
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Administrative expenses professional fees incurred	2015-08-31	$7,326
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$519,531
Participant contributions at end of year	2015-08-31	$189,068
Participant contributions at beginning of year	2015-08-31	$184,884
Participant contributions at end of year	2015-08-31	$0
Participant contributions at beginning of year	2015-08-31	$7,276
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$8,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$241,797
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$8,916,504
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$8,674,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$4,225
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$8,440,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$8,304,566
Interest on participant loans	2015-08-31	$8,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-100,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$515,890
Employer contributions (assets) at end of year	2015-08-31	$286,520
Employer contributions (assets) at beginning of year	2015-08-31	$177,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$633,918
Contract administrator fees	2015-08-31	$65,549
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	MARCUM LLP
Accountancy firm EIN	2015-08-31	111986323
2014 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$1,699,620
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$1,069,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$1,069,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$705,626
Value of total assets at end of year	2014-08-31	$8,674,707
Value of total assets at beginning of year	2014-08-31	$8,044,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$0
Total interest from all sources	2014-08-31	$7,457
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	No
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$466,210
Participant contributions at end of year	2014-08-31	$184,884
Participant contributions at beginning of year	2014-08-31	$118,252
Participant contributions at end of year	2014-08-31	$7,276
Participant contributions at beginning of year	2014-08-31	$0
Other income not declared elsewhere	2014-08-31	$986,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$630,455
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$8,674,707
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$8,044,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$8,304,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$7,681,793
Interest on participant loans	2014-08-31	$7,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$239,416
Employer contributions (assets) at end of year	2014-08-31	$177,824
Employer contributions (assets) at beginning of year	2014-08-31	$244,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$1,069,165
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
2013 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$1,494,498
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$801,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$801,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$753,421
Value of total assets at end of year	2013-08-31	$8,044,252
Value of total assets at beginning of year	2013-08-31	$7,350,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$0
Total interest from all sources	2013-08-31	$5,610
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	No
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$801,168
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$459,720
Participant contributions at end of year	2013-08-31	$118,252
Participant contributions at beginning of year	2013-08-31	$97,722
Participant contributions at end of year	2013-08-31	$0
Participant contributions at beginning of year	2013-08-31	$17,988
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$18,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$693,330
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$8,044,252
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$7,350,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$7,681,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$7,065,156
Interest on participant loans	2013-08-31	$5,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$735,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$274,743
Employer contributions (assets) at end of year	2013-08-31	$244,022
Employer contributions (assets) at beginning of year	2013-08-31	$169,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$801,168
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
2012 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$1,206,728
Total of all expenses incurred	2012-08-31	$324,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$324,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$722,878
Value of total assets at end of year	2012-08-31	$7,350,922
Value of total assets at beginning of year	2012-08-31	$6,468,975
Total interest from all sources	2012-08-31	$4,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	No
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$402,640
Participant contributions at end of year	2012-08-31	$97,722
Participant contributions at beginning of year	2012-08-31	$105,120
Participant contributions at end of year	2012-08-31	$17,988
Participant contributions at beginning of year	2012-08-31	$16,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$881,947
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$7,350,922
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$6,468,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$7,065,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$6,344,936
Interest on participant loans	2012-08-31	$4,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$479,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$320,238
Employer contributions (assets) at end of year	2012-08-31	$169,842
Employer contributions (assets) at beginning of year	2012-08-31	$2,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$324,781
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
2011 : JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$1,322,604
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$130,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$130,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$872,512
Value of total assets at end of year	2011-08-31	$6,468,975
Value of total assets at beginning of year	2011-08-31	$5,277,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$0
Total interest from all sources	2011-08-31	$4,336
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Was this plan covered by a fidelity bond	2011-08-31	No
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$411,147
Participant contributions at end of year	2011-08-31	$105,120
Participant contributions at beginning of year	2011-08-31	$108,255
Participant contributions at end of year	2011-08-31	$16,616
Participant contributions at beginning of year	2011-08-31	$33,671
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$62,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,191,841
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$6,468,975
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$5,277,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$6,344,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$5,103,521
Interest on participant loans	2011-08-31	$4,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$445,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$398,713
Employer contributions (assets) at end of year	2011-08-31	$2,303
Employer contributions (assets) at beginning of year	2011-08-31	$31,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$130,763
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer

Form 5500 Responses for JCC ON THE PALISADES 403(B) RETIREMENT PLAN

2021: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	Yes
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2009: JCC ON THE PALISADES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76910

Policy instance

Insurance contract or identification number	G76910
Number of Individuals Covered	180
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76910

Policy instance

Insurance contract or identification number	G76910
Number of Individuals Covered	168
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76910

Policy instance

Insurance contract or identification number	G76910
Number of Individuals Covered	179
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76910

Policy instance

Insurance contract or identification number	G76910
Number of Individuals Covered	156
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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Company Name:	KAPLEN JEWISH COMMUNITY CENTER ON THE PA
Employer identification number (EIN):	221487220
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations