401k Plan data: CMA 403(B) PLAN plan

CMA 403(B) PLAN 401k Plan overview

Plan Name	CMA 403(B) PLAN
Plan identification number	002

CMA 403(B) 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.
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.
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

COMMUNITY MAINSTREAMING ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY MAINSTREAMING ASSOCIATES, INC.

Employer identification number (EIN): 237448487

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY MAINSTREAMING ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1974-12-10

Company Identification Number: 2921128

More information about COMMUNITY MAINSTREAMING ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CMA 403(B) 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 EILEEN EGAN 2021-10-15
002 2019-01-01
002 2018-01-01
002 2017-01-01 TERRI MILONE-CANTILLO TERRI MILONE-CANTILLO 2018-10-11
002 2016-01-01 TERRI MILONE-CANTILLO 2017-06-14 TERRI MILONE-CANTILLO 2017-06-14
002 2015-01-01 TERRI MILONE-CANTILLO 2016-05-24 TERRI MILONE-CANTILLO 2016-05-24
002 2014-01-01 TERRI MILONE-CANTILLO 2015-05-19 TERRI MILONE-CANTILLO 2015-05-19
002 2013-01-01 TERRI MILONE-CANTILLO 2014-06-05 TERRI MILONE-CANTILLO 2014-06-05
002 2012-01-01 TERRI MILONE-CANTILLO 2013-06-28 TERRI MILONE-CANTILLO 2013-06-28
002 2011-01-01 ROSEANN MARSICANO 2012-06-21 ROSEANN MARSICANO 2012-06-21
002 2010-01-01 FRANCIS FITZGERALD 2011-06-24 FRANCIS FITZGERALD 2011-06-24

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	EILEEN EGAN	2021-10-15
002	2019-01-01
002	2018-01-01
002	2017-01-01	TERRI MILONE-CANTILLO		TERRI MILONE-CANTILLO	2018-10-11
002	2016-01-01	TERRI MILONE-CANTILLO	2017-06-14	TERRI MILONE-CANTILLO	2017-06-14
002	2015-01-01	TERRI MILONE-CANTILLO	2016-05-24	TERRI MILONE-CANTILLO	2016-05-24
002	2014-01-01	TERRI MILONE-CANTILLO	2015-05-19	TERRI MILONE-CANTILLO	2015-05-19
002	2013-01-01	TERRI MILONE-CANTILLO	2014-06-05	TERRI MILONE-CANTILLO	2014-06-05
002	2012-01-01	TERRI MILONE-CANTILLO	2013-06-28	TERRI MILONE-CANTILLO	2013-06-28
002	2011-01-01	ROSEANN MARSICANO	2012-06-21	ROSEANN MARSICANO	2012-06-21
002	2010-01-01	FRANCIS FITZGERALD	2011-06-24	FRANCIS FITZGERALD	2011-06-24

Plan Statistics for CMA 403(B) PLAN

401k plan membership statisitcs for CMA 403(B) PLAN

Measure Date Value
2022: CMA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 391
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 216
Total of all active and inactive participants 2022-01-01 607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 607
Number of participants with account balances 2022-01-01 536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: CMA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 295
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 168
Total of all active and inactive participants 2021-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 463
Number of participants with account balances 2021-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: CMA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 259
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 118
Total of all active and inactive participants 2020-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 377
Number of participants with account balances 2020-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: CMA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 281
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 61
Total of all active and inactive participants 2019-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 342
Number of participants with account balances 2019-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: CMA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 274
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 313
Number of participants with account balances 2018-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: CMA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 243
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 16
Total of all active and inactive participants 2017-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 259
Number of participants with account balances 2017-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3

Measure	Date	Value
2022: CMA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	391
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	216
Total of all active and inactive participants	2022-01-01	607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	607
Number of participants with account balances	2022-01-01	536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: CMA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	295
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	168
Total of all active and inactive participants	2021-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	463
Number of participants with account balances	2021-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: CMA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	259
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	118
Total of all active and inactive participants	2020-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	377
Number of participants with account balances	2020-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: CMA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	281
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	61
Total of all active and inactive participants	2019-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	342
Number of participants with account balances	2019-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: CMA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	274
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	313
Number of participants with account balances	2018-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: CMA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	243
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	16
Total of all active and inactive participants	2017-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	259
Number of participants with account balances	2017-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3

Financial Data on CMA 403(B) PLAN

Measure	Date	Value
2022 : CMA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-158,184
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$470,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$439,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$576,640
Value of total assets at end of year	2022-12-31	$3,960,200
Value of total assets at beginning of year	2022-12-31	$4,589,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,342
Total interest from all sources	2022-12-31	$9,597
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$256,885
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	$256,885
Administrative expenses professional fees incurred	2022-12-31	$31,342
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$374,425
Participant contributions at end of year	2022-12-31	$105,641
Participant contributions at beginning of year	2022-12-31	$103,371
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-629,091
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,960,200
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,589,291
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	$3,154,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,989,063
Value of interest in pooled separate accounts at end of year	2022-12-31	$122,668
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$3,893
Interest earned on other investments	2022-12-31	$5,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$377,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$351,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-972,589
Net investment gain/loss from pooled separate accounts	2022-12-31	$-28,717
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	$200,079
Employer contributions (assets) at end of year	2022-12-31	$200,079
Employer contributions (assets) at beginning of year	2022-12-31	$145,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$439,565
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	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : CMA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$767
Total income from all sources (including contributions)	2021-12-31	$1,036,770
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$588,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$550,948
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$427,560
Value of total assets at end of year	2021-12-31	$4,589,291
Value of total assets at beginning of year	2021-12-31	$4,142,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,914
Total interest from all sources	2021-12-31	$5,838
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$169,465
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	$169,465
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$282,479
Participant contributions at end of year	2021-12-31	$103,371
Participant contributions at beginning of year	2021-12-31	$87,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$767
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	$447,851
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,589,291
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,141,440
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	$3,989,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,590,195
Interest on participant loans	2021-12-31	$3,731
Interest earned on other investments	2021-12-31	$2,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$351,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$327,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$433,907
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	$145,081
Employer contributions (assets) at end of year	2021-12-31	$145,081
Employer contributions (assets) at beginning of year	2021-12-31	$136,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$550,948
Contract administrator fees	2021-12-31	$36,914
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	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2021-12-31	431947695
2020 : CMA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,009
Total income from all sources (including contributions)	2020-12-31	$749,714
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$375,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$350,970
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$384,006
Value of total assets at end of year	2020-12-31	$4,142,207
Value of total assets at beginning of year	2020-12-31	$3,768,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,851
Total interest from all sources	2020-12-31	$115,712
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$19,851
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$251,356
Participant contributions at end of year	2020-12-31	$87,128
Participant contributions at beginning of year	2020-12-31	$35,646
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,009
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	$374,219
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,141,440
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,767,221
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	$3,590,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,243,399
Interest on participant loans	2020-12-31	$1,889
Interest earned on other investments	2020-12-31	$113,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$327,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$363,915
Net investment gain/loss from pooled separate accounts	2020-12-31	$249,996
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	$130,373
Employer contributions (assets) at end of year	2020-12-31	$136,915
Employer contributions (assets) at beginning of year	2020-12-31	$125,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$350,970
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	2020-12-31	Yes
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	MARKS PANETH LLP
Accountancy firm EIN	2020-12-31	113518842
2019 : CMA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$992,657
Total income from all sources (including contributions)	2019-12-31	$992,657
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$101,750
Total of all expenses incurred	2019-12-31	$101,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,543
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$397,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$397,097
Value of total assets at end of year	2019-12-31	$3,768,230
Value of total assets at end of year	2019-12-31	$3,768,230
Value of total assets at beginning of year	2019-12-31	$2,876,314
Value of total assets at beginning of year	2019-12-31	$2,876,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,207
Total interest from all sources	2019-12-31	$9,519
Total interest from all sources	2019-12-31	$9,519
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	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	$233,326
Contributions received from participants	2019-12-31	$233,326
Participant contributions at end of year	2019-12-31	$35,646
Participant contributions at end of year	2019-12-31	$35,646
Participant contributions at beginning of year	2019-12-31	$30,738
Participant contributions at beginning of year	2019-12-31	$30,738
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,738
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,009
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$2,207
Administrative expenses (other) incurred	2019-12-31	$2,207
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
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	$890,907
Value of net income/loss	2019-12-31	$890,907
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,767,221
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,767,221
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,876,314
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,876,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$3,243,399
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,243,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,449,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,449,708
Interest on participant loans	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Interest earned on other investments	2019-12-31	$9,519
Interest earned on other investments	2019-12-31	$9,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$363,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$363,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$349,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$349,157
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$586,041
Net investment gain/loss from pooled separate accounts	2019-12-31	$586,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$121,033
Contributions received in cash from employer	2019-12-31	$121,033
Employer contributions (assets) at end of year	2019-12-31	$125,270
Employer contributions (assets) at end of year	2019-12-31	$125,270
Employer contributions (assets) at beginning of year	2019-12-31	$46,711
Employer contributions (assets) at beginning of year	2019-12-31	$46,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$99,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$99,543
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARKS PANETH LLP
Accountancy firm name	2019-12-31	MARKS PANETH LLP
Accountancy firm EIN	2019-12-31	113518842
Accountancy firm EIN	2019-12-31	113518842
2018 : CMA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$313,065
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$225,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$223,552
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$510,446
Value of total assets at end of year	2018-12-31	$2,876,315
Value of total assets at beginning of year	2018-12-31	$2,788,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,722
Total interest from all sources	2018-12-31	$8,500
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$222,447
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$29,782
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$8,248
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$94,433
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$87,791
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,876,315
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,788,524
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,449,710
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,335,950
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$8,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$379,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$396,466
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-205,881
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
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	$193,566
Employer contributions (assets) at end of year	2018-12-31	$46,711
Employer contributions (assets) at beginning of year	2018-12-31	$18,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$223,552
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : CMA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,070,945
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$24,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$23,827
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$795,484
Value of total assets at end of year	2017-12-31	$2,762,198
Value of total assets at beginning of year	2017-12-31	$1,716,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$970
Total interest from all sources	2017-12-31	$8,050
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$215,940
Participant contributions at end of year	2017-12-31	$29,782
Participant contributions at beginning of year	2017-12-31	$43,662
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$420,120
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$970
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	$1,046,148
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,762,198
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,716,050
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	$2,335,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,325,938
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$8,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$396,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$346,450
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$267,411
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	$159,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$23,827
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910

Form 5500 Responses for CMA 403(B) PLAN

2022: CMA 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: CMA 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: CMA 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: CMA 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: CMA 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: CMA 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TD6

Policy instance

Insurance contract or identification number	664TD6
Number of Individuals Covered	529
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

909403

Policy instance

Insurance contract or identification number	909403
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TD6

Policy instance

Insurance contract or identification number	664TD6
Number of Individuals Covered	392
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TD6

Policy instance

Insurance contract or identification number	664TD6
Number of Individuals Covered	307
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,270
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2270
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	3

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

Policy contract number

054055I

Policy instance

Insurance contract or identification number	054055I
Number of Individuals Covered	342
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $886
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	886
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

054055I

Policy instance

Insurance contract or identification number	054055I
Number of Individuals Covered	313
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,136
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1136
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

054055I

Policy instance

Insurance contract or identification number	054055I
Number of Individuals Covered	259
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,139
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1139
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	LONG ISLAND REGIONAL OFFICE

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Company Name:	COMMUNITY MAINSTREAMING ASSOCIATES, INC.
Employer identification number (EIN):	237448487
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1974-12-10
Company Identification Number:	2921128