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COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 002

COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 MENTAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY MENTAL HEALTH CENTER, INC.
Employer identification number (EIN):351129339
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01GEORGII ZHIRKIN
0022015-07-01GEORGII ZHIRKIN
0022014-07-01GEORGII ZHIRKIN GEORGII ZHIRKIN2016-01-29
0022013-07-01GEORGII ZHIRKIN GEORGII ZHIRKIN2015-01-30
0022012-07-01GEORGII ZHIRKIN GEORGII ZHIRKIN2014-01-29
0022011-07-01GEORGII ZHIRKIN GEORGII ZHIRKIN2013-01-30
0022009-07-01GEORGII ZHIRKIN

Plan Statistics for COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01320
Total number of active participants reported on line 7a of the Form 55002021-07-01232
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01128
Total of all active and inactive participants2021-07-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01361
Number of participants with account balances2021-07-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0116
2020: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01324
Total number of active participants reported on line 7a of the Form 55002020-07-01208
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01112
Total of all active and inactive participants2020-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01320
Number of participants with account balances2020-07-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0120
2019: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01321
Total number of active participants reported on line 7a of the Form 55002019-07-01235
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0189
Total of all active and inactive participants2019-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01324
Number of participants with account balances2019-07-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0126
2018: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01306
Total number of active participants reported on line 7a of the Form 55002018-07-01236
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0185
Total of all active and inactive participants2018-07-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01321
Number of participants with account balances2018-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0126
2017: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01209
Total number of active participants reported on line 7a of the Form 55002017-07-01219
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0186
Total of all active and inactive participants2017-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01306
Number of participants with account balances2017-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0124
2016: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01211
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0173
Total of all active and inactive participants2016-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01209
Number of participants with account balances2016-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01225
Total number of active participants reported on line 7a of the Form 55002015-07-01139
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0172
Total of all active and inactive participants2015-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01211
Number of participants with account balances2015-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0126
2014: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01225
Total number of active participants reported on line 7a of the Form 55002014-07-01146
Number of other retired or separated participants entitled to future benefits2014-07-0179
Total of all active and inactive participants2014-07-01225
Total participants2014-07-01225
Number of participants with account balances2014-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01218
Total number of active participants reported on line 7a of the Form 55002013-07-01152
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0162
Total of all active and inactive participants2013-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01214
Number of participants with account balances2013-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01220
Total number of active participants reported on line 7a of the Form 55002012-07-01162
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0156
Total of all active and inactive participants2012-07-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01218
Number of participants with account balances2012-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01211
Total number of active participants reported on line 7a of the Form 55002011-07-01171
Number of other retired or separated participants entitled to future benefits2011-07-0149
Total of all active and inactive participants2011-07-01220
Total participants2011-07-01220
Number of participants with account balances2011-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01196
Total number of active participants reported on line 7a of the Form 55002009-07-01166
Number of other retired or separated participants entitled to future benefits2009-07-0135
Total of all active and inactive participants2009-07-01201
Total participants2009-07-01201
Number of participants with account balances2009-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,753,633
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$650,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$647,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$886,708
Value of total assets at end of year2022-06-30$14,128,991
Value of total assets at beginning of year2022-06-30$16,533,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,367
Total interest from all sources2022-06-30$18,341
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$477,684
Participant contributions at end of year2022-06-30$99,099
Participant contributions at beginning of year2022-06-30$149,987
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$17,836
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$89,259
Administrative expenses (other) incurred2022-06-30$3,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,404,223
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,128,991
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,533,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$12,183,194
Value of interest in pooled separate accounts at beginning of year2022-06-30$14,700,390
Interest on participant loans2022-06-30$7,624
Interest earned on other investments2022-06-30$10,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,846,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,652,534
Net investment gain/loss from pooled separate accounts2022-06-30$-2,658,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$319,765
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$12,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$647,223
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BLUE & CO LLC
Accountancy firm EIN2022-06-30351178661
2021 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,924,857
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$873,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$869,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,172,924
Value of total assets at end of year2021-06-30$16,533,214
Value of total assets at beginning of year2021-06-30$12,481,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,667
Total interest from all sources2021-06-30$24,589
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$471,943
Participant contributions at end of year2021-06-30$149,987
Participant contributions at beginning of year2021-06-30$187,755
Participant contributions at end of year2021-06-30$17,836
Participant contributions at beginning of year2021-06-30$17,495
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$434,983
Administrative expenses (other) incurred2021-06-30$3,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,051,248
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,533,214
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,481,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$14,700,390
Value of interest in pooled separate accounts at beginning of year2021-06-30$10,398,672
Interest on participant loans2021-06-30$7,059
Interest earned on other investments2021-06-30$17,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,652,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,866,878
Net investment gain/loss from pooled separate accounts2021-06-30$3,727,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$265,998
Employer contributions (assets) at end of year2021-06-30$12,467
Employer contributions (assets) at beginning of year2021-06-30$11,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$869,942
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BLUE & CO LLC
Accountancy firm EIN2021-06-30351178661
2020 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,705,731
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,443,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,440,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$976,742
Value of total assets at end of year2020-06-30$12,481,966
Value of total assets at beginning of year2020-06-30$12,220,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,311
Total interest from all sources2020-06-30$31,290
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$508,588
Participant contributions at end of year2020-06-30$187,755
Participant contributions at beginning of year2020-06-30$135,240
Participant contributions at end of year2020-06-30$17,495
Participant contributions at beginning of year2020-06-30$16,709
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$159,535
Administrative expenses (other) incurred2020-06-30$3,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$261,890
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,481,966
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,220,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$10,398,672
Value of interest in pooled separate accounts at beginning of year2020-06-30$10,503,426
Interest on participant loans2020-06-30$9,211
Interest earned on other investments2020-06-30$22,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,866,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,553,835
Net investment gain/loss from pooled separate accounts2020-06-30$697,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$308,619
Employer contributions (assets) at end of year2020-06-30$11,166
Employer contributions (assets) at beginning of year2020-06-30$10,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,440,530
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BLUE & CO LLC
Accountancy firm EIN2020-06-30351178661
2019 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,491,741
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$577,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$575,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$882,400
Value of total assets at end of year2019-06-30$12,220,076
Value of total assets at beginning of year2019-06-30$11,306,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,531
Total interest from all sources2019-06-30$25,414
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$413,144
Participant contributions at end of year2019-06-30$135,240
Participant contributions at beginning of year2019-06-30$67,410
Participant contributions at end of year2019-06-30$16,709
Participant contributions at beginning of year2019-06-30$16,885
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$226,342
Administrative expenses (other) incurred2019-06-30$2,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$914,071
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,220,076
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,306,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$10,503,426
Value of interest in pooled separate accounts at beginning of year2019-06-30$9,677,761
Interest on participant loans2019-06-30$4,453
Interest earned on other investments2019-06-30$20,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,553,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,533,749
Net investment gain/loss from pooled separate accounts2019-06-30$583,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$242,914
Employer contributions (assets) at end of year2019-06-30$10,866
Employer contributions (assets) at beginning of year2019-06-30$10,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$575,139
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BLUE & CO LLC
Accountancy firm EIN2019-06-30351178661
2018 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,655,746
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$534,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$531,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$669,411
Value of total assets at end of year2018-06-30$11,306,005
Value of total assets at beginning of year2018-06-30$10,184,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,799
Total interest from all sources2018-06-30$16,618
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$386,505
Participant contributions at end of year2018-06-30$67,410
Participant contributions at beginning of year2018-06-30$35,738
Participant contributions at end of year2018-06-30$16,885
Participant contributions at beginning of year2018-06-30$11,801
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$37,045
Administrative expenses (other) incurred2018-06-30$2,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,121,569
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,306,005
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,184,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$9,677,761
Value of interest in pooled separate accounts at beginning of year2018-06-30$8,707,888
Interest on participant loans2018-06-30$1,927
Interest earned on other investments2018-06-30$14,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,533,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,420,884
Net investment gain/loss from pooled separate accounts2018-06-30$969,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$245,861
Employer contributions (assets) at end of year2018-06-30$10,200
Employer contributions (assets) at beginning of year2018-06-30$8,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$531,378
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLUE & CO LLC
Accountancy firm EIN2018-06-30351178661
2017 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,885,420
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,334,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,331,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$686,561
Value of total assets at end of year2017-06-30$10,184,436
Value of total assets at beginning of year2017-06-30$9,633,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,547
Total interest from all sources2017-06-30$18,030
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$326,649
Participant contributions at end of year2017-06-30$35,738
Participant contributions at beginning of year2017-06-30$39,667
Participant contributions at end of year2017-06-30$11,801
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$164,420
Administrative expenses (other) incurred2017-06-30$2,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$550,912
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,184,436
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,633,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$8,707,888
Value of interest in pooled separate accounts at beginning of year2017-06-30$7,763,662
Interest on participant loans2017-06-30$1,620
Interest earned on other investments2017-06-30$16,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,420,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,813,842
Net investment gain/loss from pooled separate accounts2017-06-30$1,180,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$195,492
Employer contributions (assets) at end of year2017-06-30$8,125
Employer contributions (assets) at beginning of year2017-06-30$16,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,331,961
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLUE & CO LLC
Accountancy firm EIN2017-06-30351178661
2016 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$623,273
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$836,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$833,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$664,529
Value of total assets at end of year2016-06-30$9,633,524
Value of total assets at beginning of year2016-06-30$9,846,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,608
Total interest from all sources2016-06-30$18,700
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$348,426
Participant contributions at end of year2016-06-30$39,667
Participant contributions at beginning of year2016-06-30$66,671
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$115,368
Administrative expenses (other) incurred2016-06-30$2,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-212,874
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,633,524
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,846,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$7,763,662
Value of interest in pooled separate accounts at beginning of year2016-06-30$8,256,737
Interest on participant loans2016-06-30$2,197
Interest earned on other investments2016-06-30$16,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,813,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,495,541
Net investment gain/loss from pooled separate accounts2016-06-30$-59,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$200,735
Employer contributions (assets) at end of year2016-06-30$16,353
Employer contributions (assets) at beginning of year2016-06-30$27,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$833,539
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BLUE & CO LLC
Accountancy firm EIN2016-06-30351178661
2015 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,045,516
Total of all expenses incurred2015-06-30$501,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$501,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$589,397
Value of total assets at end of year2015-06-30$9,846,398
Value of total assets at beginning of year2015-06-30$9,302,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$328
Total interest from all sources2015-06-30$17,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$378,438
Participant contributions at end of year2015-06-30$66,671
Participant contributions at beginning of year2015-06-30$62,901
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,332
Administrative expenses (other) incurred2015-06-30$328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$544,117
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,846,398
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,302,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$8,256,737
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,764,403
Interest on participant loans2015-06-30$2,848
Interest earned on other investments2015-06-30$14,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,495,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,452,091
Net investment gain/loss from pooled separate accounts2015-06-30$438,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$209,627
Employer contributions (assets) at end of year2015-06-30$27,449
Employer contributions (assets) at beginning of year2015-06-30$22,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$501,071
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BLUE & CO LLC
Accountancy firm EIN2015-06-30351178661
2014 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,879,650
Total of all expenses incurred2014-06-30$395,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$394,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$538,076
Value of total assets at end of year2014-06-30$9,302,281
Value of total assets at beginning of year2014-06-30$7,817,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$300
Total interest from all sources2014-06-30$15,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$332,551
Participant contributions at end of year2014-06-30$62,901
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$21,155
Administrative expenses (other) incurred2014-06-30$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,484,640
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,302,281
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,817,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$7,764,403
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,273,171
Interest on participant loans2014-06-30$1,226
Interest earned on other investments2014-06-30$14,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,452,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,526,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,326,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$184,370
Employer contributions (assets) at end of year2014-06-30$22,886
Employer contributions (assets) at beginning of year2014-06-30$17,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$394,710
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BLUE & CO LLC
Accountancy firm EIN2014-06-30351178661
2013 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,474,955
Total of all expenses incurred2013-06-30$242,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$242,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$695,232
Value of total assets at end of year2013-06-30$7,817,641
Value of total assets at beginning of year2013-06-30$6,585,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$150
Total interest from all sources2013-06-30$19,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$349,686
Participant contributions at beginning of year2013-06-30$13,545
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$136,608
Administrative expenses (other) incurred2013-06-30$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,232,288
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,817,641
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,585,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$6,273,171
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,129,468
Interest earned on other investments2013-06-30$19,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,526,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,430,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$759,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$208,938
Employer contributions (assets) at end of year2013-06-30$17,983
Employer contributions (assets) at beginning of year2013-06-30$11,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$242,517
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLUE & CO LLC
Accountancy firm EIN2013-06-30351178661
2012 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$755,036
Total of all expenses incurred2012-06-30$728,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$727,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$680,265
Value of total assets at end of year2012-06-30$6,585,353
Value of total assets at beginning of year2012-06-30$6,558,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$402
Total interest from all sources2012-06-30$27,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$372,484
Participant contributions at end of year2012-06-30$13,545
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$125,136
Administrative expenses (other) incurred2012-06-30$402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$26,761
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,585,353
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,558,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$5,129,468
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,845,503
Interest earned on other investments2012-06-30$27,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,430,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,407,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$47,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$182,645
Employer contributions (assets) at end of year2012-06-30$11,398
Employer contributions (assets) at beginning of year2012-06-30$305,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$727,873
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLUE & CO LLC
Accountancy firm EIN2012-06-30351178661
2011 : COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,654,902
Total of all expenses incurred2011-06-30$306,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$305,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$684,577
Value of total assets at end of year2011-06-30$6,558,592
Value of total assets at beginning of year2011-06-30$5,210,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,029
Total interest from all sources2011-06-30$31,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$283,394
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$95,402
Administrative expenses (other) incurred2011-06-30$1,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,348,012
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,558,592
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,210,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$4,845,503
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,658,722
Interest earned on other investments2011-06-30$31,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,407,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,275,744
Net investment gain/loss from pooled separate accounts2011-06-30$939,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$305,781
Employer contributions (assets) at end of year2011-06-30$305,781
Employer contributions (assets) at beginning of year2011-06-30$276,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$305,861
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE & CO LLC
Accountancy firm EIN2011-06-30351178661

Form 5500 Responses for COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN

2021: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered361
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1107
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered320
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1107
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered324
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,297
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1297
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered321
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,076
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1076
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered306
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,070
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered211
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $460
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees460
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered225
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $746
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees746
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered214
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $644
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered218
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,872
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees889
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSARAH WIENCKEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered220
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,609
Contracts With Unallocated Funds Deposit Administration1
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 number054508-I
Policy instance 1
Insurance contract or identification number054508-I
Number of Individuals Covered211
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,437
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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