401k Plan data: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. plan

403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 401k Plan overview

Plan Name	403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.
Plan identification number	003

403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 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.
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

GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC.

Employer identification number (EIN): 591229354

NAIC Classification: 624200

Additional information about GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1974-07-02

Company Identification Number: 730118

Legal Registered Office Address: 14041 ICOT BOULEVARD

CLEARWATER

33760

More information about GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2019-07-01 LLOYD DE FRANCE 2021-04-12
003 2018-07-01 VALERIE BOGAR 2020-04-01
003 2017-07-01 VALERIE BOGAR 2019-04-15
003 2016-07-01
003 2015-07-01
003 2014-07-01
003 2013-07-01
003 2012-07-01 CARLA WASHINKO
003 2011-07-01 CARLA WASHINKO
003 2010-07-01 CARLA WASHINKO
003 2009-07-01 CARLA WASHINKO
003 2007-07-01 CARLA WASHINKO
003 2006-07-01 CARLA WASHINKO
003 2006-07-01 CARLA WASHINKO

Plan Statistics for 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.

401k plan membership statisitcs for 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.

Measure Date Value
2021: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year 2021-07-01 339
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 256
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 113
Total of all active and inactive participants 2021-07-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 369
Number of participants with account balances 2021-07-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 54
2020: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year 2020-07-01 282
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 278
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 61
Total of all active and inactive participants 2020-07-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 339
Number of participants with account balances 2020-07-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 7
2019: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year 2019-07-01 355
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 219
Number of other retired or separated participants entitled to future benefits 2019-07-01 65
Total of all active and inactive participants 2019-07-01 284
Total participants 2019-07-01 284
Number of participants with account balances 2019-07-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 14
2018: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year 2018-07-01 374
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 288
Number of other retired or separated participants entitled to future benefits 2018-07-01 67
Total of all active and inactive participants 2018-07-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 355
Number of participants with account balances 2018-07-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 20
2017: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year 2017-07-01 373
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 300
Number of other retired or separated participants entitled to future benefits 2017-07-01 79
Total of all active and inactive participants 2017-07-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 380
Number of participants with account balances 2017-07-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 38
2016: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year 2016-07-01 539
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 374
Number of other retired or separated participants entitled to future benefits 2016-07-01 47
Total of all active and inactive participants 2016-07-01 421
Total participants 2016-07-01 421
Number of participants with account balances 2016-07-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 32
2015: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year 2015-07-01 689
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 432
Number of other retired or separated participants entitled to future benefits 2015-07-01 107
Total of all active and inactive participants 2015-07-01 539
Total participants 2015-07-01 539
Number of participants with account balances 2015-07-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 85
2014: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year 2014-07-01 708
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 501
Number of other retired or separated participants entitled to future benefits 2014-07-01 188
Total of all active and inactive participants 2014-07-01 689
Total participants 2014-07-01 689
Number of participants with account balances 2014-07-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 16
2013: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year 2013-07-01 710
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 514
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 194
Total of all active and inactive participants 2013-07-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 708
Number of participants with account balances 2013-07-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 19
2012: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year 2012-07-01 670
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 520
Number of other retired or separated participants entitled to future benefits 2012-07-01 190
Total of all active and inactive participants 2012-07-01 710
Total participants 2012-07-01 710
Number of participants with account balances 2012-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
2011: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year 2011-07-01 708
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 458
Number of other retired or separated participants entitled to future benefits 2011-07-01 212
Total of all active and inactive participants 2011-07-01 670
Total participants 2011-07-01 670
Number of participants with account balances 2011-07-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 3
2010: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year 2010-07-01 326
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 497
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 211
Total of all active and inactive participants 2010-07-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 708
Number of participants with account balances 2010-07-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 13
2009: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-07-01 351
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 115
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 211
Total of all active and inactive participants 2009-07-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 326
Number of participants with account balances 2009-07-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 10
2007: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2007 401k membership
Total participants, beginning-of-year 2007-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 156
Total of all active and inactive participants 2007-07-01 156
Total participants 2007-07-01 156
2006: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2006 401k membership
Total participants, beginning-of-year 2006-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2006-07-01 156
Total of all active and inactive participants 2006-07-01 156
Total participants 2006-07-01 156
Number of participants with account balances 2006-07-01 156

Measure	Date	Value
2021: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year	2021-07-01	339
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	256
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	113
Total of all active and inactive participants	2021-07-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	369
Number of participants with account balances	2021-07-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	54
2020: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year	2020-07-01	282
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	278
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	61
Total of all active and inactive participants	2020-07-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	339
Number of participants with account balances	2020-07-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	7
2019: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year	2019-07-01	355
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	219
Number of other retired or separated participants entitled to future benefits	2019-07-01	65
Total of all active and inactive participants	2019-07-01	284
Total participants	2019-07-01	284
Number of participants with account balances	2019-07-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	14
2018: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year	2018-07-01	374
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	288
Number of other retired or separated participants entitled to future benefits	2018-07-01	67
Total of all active and inactive participants	2018-07-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	355
Number of participants with account balances	2018-07-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	20
2017: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year	2017-07-01	373
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	300
Number of other retired or separated participants entitled to future benefits	2017-07-01	79
Total of all active and inactive participants	2017-07-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	380
Number of participants with account balances	2017-07-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	38
2016: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year	2016-07-01	539
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	374
Number of other retired or separated participants entitled to future benefits	2016-07-01	47
Total of all active and inactive participants	2016-07-01	421
Total participants	2016-07-01	421
Number of participants with account balances	2016-07-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	32
2015: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year	2015-07-01	689
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	432
Number of other retired or separated participants entitled to future benefits	2015-07-01	107
Total of all active and inactive participants	2015-07-01	539
Total participants	2015-07-01	539
Number of participants with account balances	2015-07-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	85
2014: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year	2014-07-01	708
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	501
Number of other retired or separated participants entitled to future benefits	2014-07-01	188
Total of all active and inactive participants	2014-07-01	689
Total participants	2014-07-01	689
Number of participants with account balances	2014-07-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	16
2013: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year	2013-07-01	710
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	514
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	194
Total of all active and inactive participants	2013-07-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	708
Number of participants with account balances	2013-07-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	19
2012: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year	2012-07-01	670
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	520
Number of other retired or separated participants entitled to future benefits	2012-07-01	190
Total of all active and inactive participants	2012-07-01	710
Total participants	2012-07-01	710
Number of participants with account balances	2012-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
2011: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year	2011-07-01	708
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	458
Number of other retired or separated participants entitled to future benefits	2011-07-01	212
Total of all active and inactive participants	2011-07-01	670
Total participants	2011-07-01	670
Number of participants with account balances	2011-07-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	3
2010: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year	2010-07-01	326
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	497
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	211
Total of all active and inactive participants	2010-07-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	708
Number of participants with account balances	2010-07-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	13
2009: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-07-01	351
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	115
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	211
Total of all active and inactive participants	2009-07-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	326
Number of participants with account balances	2009-07-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	10
2007: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2007 401k membership
Total participants, beginning-of-year	2007-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	156
Total of all active and inactive participants	2007-07-01	156
Total participants	2007-07-01	156
2006: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2006 401k membership
Total participants, beginning-of-year	2006-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2006-07-01	156
Total of all active and inactive participants	2006-07-01	156
Total participants	2006-07-01	156
Number of participants with account balances	2006-07-01	156

Financial Data on 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.

Measure	Date	Value
2022 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$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	$-167,217
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$376,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$375,102
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$706,712
Value of total assets at end of year	2022-06-30	$5,671,630
Value of total assets at beginning of year	2022-06-30	$6,215,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,421
Total interest from all sources	2022-06-30	$5,176
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 year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$512,801
Participant contributions at end of year	2022-06-30	$20,041
Participant contributions at beginning of year	2022-06-30	$39,709
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$101,260
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$1,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-543,740
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,671,630
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,215,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,762,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,357,844
Interest on participant loans	2022-06-30	$0
Interest earned on other investments	2022-06-30	$5,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$885,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$809,958
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-879,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$92,651
Employer contributions (assets) at end of year	2022-06-30	$4,216
Employer contributions (assets) at beginning of year	2022-06-30	$7,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$375,102
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	RSM US LLP
Accountancy firm EIN	2022-06-30	420714325
2021 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$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	$2,050,246
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$528,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$527,244
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$753,172
Value of total assets at end of year	2021-06-30	$6,215,370
Value of total assets at beginning of year	2021-06-30	$4,693,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,586
Total interest from all sources	2021-06-30	$7,777
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 year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$503,593
Participant contributions at end of year	2021-06-30	$39,709
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$158,653
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$1,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,521,416
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,215,370
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,693,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,357,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,840,654
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$7,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$809,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$853,300
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,289,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$90,926
Employer contributions (assets) at end of year	2021-06-30	$7,859
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$527,244
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	RSM US LLP
Accountancy firm EIN	2021-06-30	420714325
2020 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$774,017
Total of all expenses incurred	2020-06-30	$618,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$616,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$643,956
Value of total assets at end of year	2020-06-30	$4,693,954
Value of total assets at beginning of year	2020-06-30	$4,537,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,674
Total interest from all sources	2020-06-30	$11,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$449,612
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$17,464
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$101,654
Administrative expenses (other) incurred	2020-06-30	$1,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$155,968
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,693,954
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,537,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,840,654
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$3,852,443
Interest earned on other investments	2020-06-30	$11,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$853,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$664,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$118,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$92,690
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$3,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$616,375
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2020-06-30	431947695
2019 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$797,928
Total of all expenses incurred	2019-06-30	$331,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$330,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$599,870
Value of total assets at end of year	2019-06-30	$4,537,986
Value of total assets at beginning of year	2019-06-30	$4,071,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$451,742
Participant contributions at end of year	2019-06-30	$17,464
Participant contributions at beginning of year	2019-06-30	$16,127
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$60,653
Administrative expenses (other) incurred	2019-06-30	$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$466,049
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,537,986
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,071,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$3,852,443
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,364,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$664,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$687,590
Net investment gain/loss from pooled separate accounts	2019-06-30	$198,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$87,475
Employer contributions (assets) at end of year	2019-06-30	$3,848
Employer contributions (assets) at beginning of year	2019-06-30	$3,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$330,354
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2019-06-30	431947695
2018 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$938,403
Total of all expenses incurred	2018-06-30	$576,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$574,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$637,248
Value of total assets at end of year	2018-06-30	$4,071,937
Value of total assets at beginning of year	2018-06-30	$3,709,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$437,609
Participant contributions at end of year	2018-06-30	$16,127
Participant contributions at beginning of year	2018-06-30	$17,992
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$112,801
Administrative expenses (other) incurred	2018-06-30	$1,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$362,303
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,071,937
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,709,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,364,693
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$2,974,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$687,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$713,439
Net investment gain/loss from pooled separate accounts	2018-06-30	$301,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$86,838
Employer contributions (assets) at end of year	2018-06-30	$3,527
Employer contributions (assets) at beginning of year	2018-06-30	$3,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$574,534
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2018-06-30	431947695
2017 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,276,480
Total of all expenses incurred	2017-06-30	$352,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$350,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$930,903
Value of total assets at end of year	2017-06-30	$3,709,634
Value of total assets at beginning of year	2017-06-30	$2,785,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$480,291
Participant contributions at end of year	2017-06-30	$17,992
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$368,899
Administrative expenses (other) incurred	2017-06-30	$1,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$923,835
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,709,634
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,785,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$2,974,455
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,309,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$713,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$476,260
Net investment gain/loss from pooled separate accounts	2017-06-30	$345,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$81,713
Employer contributions (assets) at end of year	2017-06-30	$3,748
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$350,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2017-06-30	431947695
2016 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$817,804
Total of all expenses incurred	2016-06-30	$302,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$299,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$817,824
Value of total assets at end of year	2016-06-30	$2,785,799
Value of total assets at beginning of year	2016-06-30	$2,270,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$418,632
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$323,072
Administrative expenses (other) incurred	2016-06-30	$2,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$515,784
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,785,799
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,270,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,309,539
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,959,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$476,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$309,522
Net investment gain/loss from pooled separate accounts	2016-06-30	$-20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$76,120
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$299,885
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	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2016-06-30	431947695
2015 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$12,530
Total income from all sources (including contributions)	2015-06-30	$670,216
Total of all expenses incurred	2015-06-30	$269,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$268,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$596,269
Value of total assets at end of year	2015-06-30	$2,270,015
Value of total assets at beginning of year	2015-06-30	$1,881,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,070
Total interest from all sources	2015-06-30	$5,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$377,565
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$142,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$12,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$400,890
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,270,015
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,869,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,959,558
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,548,817
Interest earned on other investments	2015-06-30	$5,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$309,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$332,838
Net investment gain/loss from pooled separate accounts	2015-06-30	$68,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$76,028
Employer contributions (assets) at end of year	2015-06-30	$935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$268,256
Contract administrator fees	2015-06-30	$1,070
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	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2015-06-30	431947695
2014 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$12,530
Total income from all sources (including contributions)	2014-06-30	$589,685
Total of all expenses incurred	2014-06-30	$245,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$244,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$364,801
Value of total assets at end of year	2014-06-30	$1,881,655
Value of total assets at beginning of year	2014-06-30	$1,524,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$492
Total interest from all sources	2014-06-30	$4,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$50,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$284,608
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$35,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$12,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$344,640
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,869,125
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,524,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,548,817
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,279,543
Interest earned on other investments	2014-06-30	$4,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$332,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$244,942
Net investment gain/loss from pooled separate accounts	2014-06-30	$219,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$44,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$244,553
Contract administrator fees	2014-06-30	$492
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	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CBIZ MHM, LLC
Accountancy firm EIN	2014-06-30	273605969
2013 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$358,020
Total of all expenses incurred	2013-06-30	$191,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$191,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$202,388
Value of total assets at end of year	2013-06-30	$1,524,485
Value of total assets at beginning of year	2013-06-30	$1,358,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$365
Total interest from all sources	2013-06-30	$5,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$167,668
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$34,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$166,166
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,524,485
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,358,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,279,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,055,411
Interest earned on other investments	2013-06-30	$5,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$244,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$302,908
Net investment gain/loss from pooled separate accounts	2013-06-30	$150,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$191,489
Contract administrator fees	2013-06-30	$365
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	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN	2013-06-30	320000304
2012 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$193,910
Total of all expenses incurred	2012-06-30	$127,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$126,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$188,771
Value of total assets at end of year	2012-06-30	$1,358,319
Value of total assets at beginning of year	2012-06-30	$1,291,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$222
Total interest from all sources	2012-06-30	$7,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$174,101
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$14,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$66,861
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,358,319
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,291,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,055,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$907,917
Interest earned on other investments	2012-06-30	$7,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$302,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$383,541
Net investment gain/loss from pooled separate accounts	2012-06-30	$-2,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$126,827
Contract administrator fees	2012-06-30	$222
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN	2012-06-30	320000304
2011 : 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$381,858
Total of all expenses incurred	2011-06-30	$130,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$130,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$197,114
Value of total assets at end of year	2011-06-30	$1,291,458
Value of total assets at beginning of year	2011-06-30	$1,040,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$179
Total interest from all sources	2011-06-30	$9,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$188,494
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$8,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$251,210
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,291,458
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,040,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$907,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$708,186
Interest earned on other investments	2011-06-30	$9,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$383,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$332,062
Net investment gain/loss from pooled separate accounts	2011-06-30	$175,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$130,469
Contract administrator fees	2011-06-30	$179
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN	2011-06-30	320000304

Form 5500 Responses for 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC.

2021: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2007: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: 403B THRIFT PLAN OF GULF COAST JEWISH FAMILY SERVICES, INC. 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	Yes
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

43360

Policy instance

Insurance contract or identification number	43360
Number of Individuals Covered	3
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

007044K

Policy instance

Insurance contract or identification number	007044K
Number of Individuals Covered	369
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,690
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	1690
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

43360

Policy instance

Insurance contract or identification number	43360
Number of Individuals Covered	3
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

007044K

Policy instance

Insurance contract or identification number	007044K
Number of Individuals Covered	339
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,690
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	1690
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

43360

Policy instance

Insurance contract or identification number	43360
Number of Individuals Covered	2
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

007044K

Policy instance

Insurance contract or identification number	007044K
Number of Individuals Covered	282
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,241
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1241
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

43360

Policy instance

Insurance contract or identification number	43360
Number of Individuals Covered	102
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

007044K

Policy instance

Insurance contract or identification number	007044K
Number of Individuals Covered	253
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,256
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2256
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

43360

Policy instance

Insurance contract or identification number	43360
Number of Individuals Covered	108
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

007044K

Policy instance

Insurance contract or identification number	007044K
Number of Individuals Covered	272
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,481
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC.
Employer identification number (EIN):	591229354
NAIC Classification:	624200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1974-07-02
Company Identification Number:	730118
Legal Registered Office Address:	14041 ICOT BOULEVARD CLEARWATER 33760