401k Plan data: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. plan

403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 401k Plan overview

Plan Name	403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.
Plan identification number	002

403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. Benefits

401k Plan Type

Defined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FERD AND GLADYS ALPERT JEWISH FAMILY CHILDREN S SERVICE OF PALM BEAC has sponsored the creation of one or more 401k plans.

Company Name: FERD AND GLADYS ALPERT JEWISH FAMILY CHILDREN S SERVICE OF PALM BEAC

Employer identification number (EIN): 591520581

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 DIANE ZAPATA
002 2017-01-01 DIANE ZAPATA 2018-08-14 DIANE ZAPATA 2018-08-14
002 2016-01-01 DIANE ZAPATA
002 2015-01-01 DONNA KANE
002 2015-01-01 DONNA KANE DONNA KANE 2017-07-25
002 2014-01-01 DONNA KANE
002 2014-01-01 DONNA KANE DONNA KANE 2017-07-25
002 2013-01-01 DONNA KANE
002 2012-01-01 DONNA KANE
002 2011-01-01 DONNA KANE
002 2009-01-01 DONNA KANE
002 2009-01-01 DONNA KANE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	DIANE ZAPATA
002	2017-01-01	DIANE ZAPATA	2018-08-14	DIANE ZAPATA	2018-08-14
002	2016-01-01	DIANE ZAPATA
002	2015-01-01	DONNA KANE
002	2015-01-01	DONNA KANE		DONNA KANE	2017-07-25
002	2014-01-01	DONNA KANE
002	2014-01-01	DONNA KANE		DONNA KANE	2017-07-25
002	2013-01-01	DONNA KANE
002	2012-01-01	DONNA KANE
002	2011-01-01	DONNA KANE
002	2009-01-01	DONNA KANE
002	2009-01-01	DONNA KANE

Plan Statistics for 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.

401k plan membership statisitcs for 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.

Measure Date Value
2022: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 152
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 190
Number of participants with account balances 2021-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 187
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 146
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 140
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 164
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16
2017: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 136
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 212
Total participants 2016-01-01 212
Number of participants with account balances 2016-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 68
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 84
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 81
Number of participants with account balances 2014-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 66
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 77
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 73
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 63
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 73
Number of participants with account balances 2011-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 146
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 156
Total participants 2009-01-01 156
Number of participants with account balances 2009-01-01 70

Measure	Date	Value
2022: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	152
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	190
Number of participants with account balances	2021-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	187
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	146
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	140
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	164
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16
2017: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	136
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	212
Total participants	2016-01-01	212
Number of participants with account balances	2016-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	68
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	84
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	81
Number of participants with account balances	2014-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	66
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	77
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	73
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	63
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	73
Number of participants with account balances	2011-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	146
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	156
Total participants	2009-01-01	156
Number of participants with account balances	2009-01-01	70

Financial Data on 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.

Measure	Date	Value
2022 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-290,776
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$997,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$996,374
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$774,701
Value of total assets at end of year	2022-12-31	$6,499,389
Value of total assets at beginning of year	2022-12-31	$7,787,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$677
Total interest from all sources	2022-12-31	$14,718
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$268,878
Participant contributions at end of year	2022-12-31	$44,315
Participant contributions at beginning of year	2022-12-31	$13,845
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$505,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,287,827
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,499,389
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,787,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,076,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,027,129
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$14,718
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,378,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,746,242
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,080,195
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$996,374
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO, LLP
Accountancy firm EIN	2022-12-31	135381590
2021 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,258,871
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$472,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$470,782
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$342,049
Value of total assets at end of year	2021-12-31	$8,071,479
Value of total assets at beginning of year	2021-12-31	$7,284,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,349
Total interest from all sources	2021-12-31	$24,819
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$237,042
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$105,007
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$786,740
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,071,479
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,284,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$68,650
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,090,488
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,478,586
Interest on participant loans	2021-12-31	$0
Interest earned on other investments	2021-12-31	$24,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,980,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,737,503
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,879
Net investment gain/loss from pooled separate accounts	2021-12-31	$872,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$470,782
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,023,242
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$763,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$763,281
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$230,578
Value of total assets at end of year	2020-12-31	$7,284,739
Value of total assets at beginning of year	2020-12-31	$7,025,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$250
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$230,578
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$21,932
Administrative expenses (other) incurred	2020-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$259,711
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,284,739
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,025,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$68,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$56,458
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,478,586
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,299,960
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,737,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,668,610
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$770,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$763,281
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,374,256
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$247,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$246,457
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$348,178
Value of total assets at end of year	2019-12-31	$7,025,028
Value of total assets at beginning of year	2019-12-31	$5,898,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,064
Total interest from all sources	2019-12-31	$35,259
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$229,199
Participant contributions at end of year	2019-12-31	$71,510
Participant contributions at beginning of year	2019-12-31	$75,669
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,979
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$1,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,126,735
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,025,028
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,898,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$56,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,772
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,299,960
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,158,588
Interest on participant loans	2019-12-31	$0
Interest earned on other investments	2019-12-31	$35,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,597,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,620,264
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,736
Net investment gain/loss from pooled separate accounts	2019-12-31	$978,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$246,457
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MORRISON BROWN ARGIZ, & FARRA, LLC
Accountancy firm EIN	2019-12-31	010720052
2018 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$633,162
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$979,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$978,659
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$852,255
Value of total assets at end of year	2018-12-31	$5,898,293
Value of total assets at beginning of year	2018-12-31	$6,244,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$998
Total interest from all sources	2018-12-31	$30,096
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$274,397
Participant contributions at end of year	2018-12-31	$75,669
Participant contributions at beginning of year	2018-12-31	$55,396
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$577,858
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-346,495
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,898,293
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,244,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$45,851
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,158,588
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,105,635
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$30,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,620,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,037,906
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-247,160
Net gain/loss from 103.12 investment entities	2018-12-31	$-2,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$978,659
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN	2018-12-31	010720052
2017 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,078,155
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$443,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$441,933
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$476,391
Value of total assets at end of year	2017-12-31	$6,244,788
Value of total assets at beginning of year	2017-12-31	$5,609,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,106
Total interest from all sources	2017-12-31	$33,287
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$267,450
Participant contributions at end of year	2017-12-31	$55,396
Participant contributions at beginning of year	2017-12-31	$45,516
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$208,941
Administrative expenses (other) incurred	2017-12-31	$1,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$635,116
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,244,788
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,609,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$45,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$37,530
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,105,635
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,352,166
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$33,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,037,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,174,460
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,435
Net investment gain/loss from pooled separate accounts	2017-12-31	$560,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$441,933
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2017-12-31	010720052
2016 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$796,322
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$457,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$455,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$488,960
Value of total assets at end of year	2016-12-31	$5,609,672
Value of total assets at beginning of year	2016-12-31	$5,270,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,154
Total interest from all sources	2016-12-31	$31,002
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$290,802
Participant contributions at end of year	2016-12-31	$45,516
Participant contributions at beginning of year	2016-12-31	$82,556
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$198,158
Administrative expenses (other) incurred	2016-12-31	$1,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$339,264
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,609,672
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,270,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$37,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$34,886
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,352,166
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,284,295
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$31,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,174,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,868,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,694
Net investment gain/loss from pooled separate accounts	2016-12-31	$273,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$455,904
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MORRISON, BROWN, ARGIZ & FARRA LLC
Accountancy firm EIN	2016-12-31	010720052
2015 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$538,946
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$317,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$315,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$537,681
Value of total assets at end of year	2015-12-31	$4,938,478
Value of total assets at beginning of year	2015-12-31	$4,717,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,523
Total interest from all sources	2015-12-31	$26,252
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$304,535
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$233,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,111
Assets. Loans (other than to participants) at end of year	2015-12-31	$68,425
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$62,320
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$1,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$221,469
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,938,478
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,717,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,284,295
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,070,849
Interest earned on other investments	2015-12-31	$26,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,585,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,582,729
Net investment gain/loss from pooled separate accounts	2015-12-31	$-24,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$315,954
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MORRISON, BROWN, ARGIZ & FARRA LLC
Accountancy firm EIN	2015-12-31	010720052
2014 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,046,674
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$60,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$58,162
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$843,490
Value of total assets at end of year	2014-12-31	$4,717,009
Value of total assets at beginning of year	2014-12-31	$3,731,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$26,068
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$299,024
Participant contributions at end of year	2014-12-31	$62,320
Participant contributions at beginning of year	2014-12-31	$81,430
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$544,466
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,111
Other income not declared elsewhere	2014-12-31	$6
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$985,682
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,717,009
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,731,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,070,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,210,496
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$26,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,582,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,439,401
Net investment gain/loss from pooled separate accounts	2014-12-31	$177,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$58,162
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MORRISON, BROWN, ARGIZ AND FARRA LL
Accountancy firm EIN	2014-12-31	010720052
2013 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$730,244
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$119,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$119,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$300,232
Value of total assets at end of year	2013-12-31	$3,731,327
Value of total assets at beginning of year	2013-12-31	$3,120,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$50
Total interest from all sources	2013-12-31	$25,398
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$257,807
Participant contributions at end of year	2013-12-31	$81,430
Participant contributions at beginning of year	2013-12-31	$20,064
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$42,425
Administrative expenses (other) incurred	2013-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$610,892
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,731,327
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,120,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,210,496
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,624,254
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$25,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,439,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,476,117
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$404,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$119,302
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MORRISON BROWN ARGIZ & FARRA
Accountancy firm EIN	2013-12-31	010720052
2012 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$503,978
Total of all expenses incurred	2012-12-31	$74,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$73,614
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$302,402
Value of total assets at end of year	2012-12-31	$3,120,435
Value of total assets at beginning of year	2012-12-31	$2,690,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$837
Total interest from all sources	2012-12-31	$29,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$187,206
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$248,921
Participant contributions at end of year	2012-12-31	$20,064
Participant contributions at beginning of year	2012-12-31	$13,817
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$53,481
Other income not declared elsewhere	2012-12-31	$995
Administrative expenses (other) incurred	2012-12-31	$837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$429,527
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,120,435
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,690,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,624,254
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,277,060
Interest on participant loans	2012-12-31	$0
Interest earned on other investments	2012-12-31	$29,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,476,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,400,031
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$171,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$73,614
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MORRISON BROWN ARGIZ & FARRA LLC
Accountancy firm EIN	2012-12-31	010720052
2011 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$429,791
Total of all expenses incurred	2011-12-31	$19,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$11,644
Expenses. Certain deemed distributions of participant loans	2011-12-31	$6,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$447,368
Value of total assets at end of year	2011-12-31	$2,690,908
Value of total assets at beginning of year	2011-12-31	$2,281,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,386
Total interest from all sources	2011-12-31	$22,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$187,206
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$218,721
Participant contributions at end of year	2011-12-31	$13,817
Participant contributions at beginning of year	2011-12-31	$19,783
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$228,647
Other income not declared elsewhere	2011-12-31	$1,493
Administrative expenses (other) incurred	2011-12-31	$1,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$409,906
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,690,908
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,281,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,277,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,357,304
Interest on participant loans	2011-12-31	$0
Interest earned on other investments	2011-12-31	$22,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,400,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$903,915
Net investment gain/loss from pooled separate accounts	2011-12-31	$-41,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$11,644
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MORRISON BROWN ARGIZ & FARRA LLC
Accountancy firm EIN	2011-12-31	274677688
2010 : 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$466,004
Total of all expenses incurred	2010-12-31	$65,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$58,110
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$246,874
Value of total assets at end of year	2010-12-31	$2,281,002
Value of total assets at beginning of year	2010-12-31	$1,880,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,296
Total interest from all sources	2010-12-31	$23,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$187,206
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$234,908
Participant contributions at end of year	2010-12-31	$19,783
Participant contributions at beginning of year	2010-12-31	$39,226
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,906
Other income not declared elsewhere	2010-12-31	$1,718
Administrative expenses (other) incurred	2010-12-31	$2,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$400,239
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,281,002
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,880,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,357,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,091,034
Interest on participant loans	2010-12-31	$0
Interest earned on other investments	2010-12-31	$23,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$903,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$750,503
Net investment gain/loss from pooled separate accounts	2010-12-31	$194,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$58,110
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2010-12-31	274677688

Form 5500 Responses for 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC.

2022: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403B THRIFT PALN OF FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

050219

Policy instance

Insurance contract or identification number	050219
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,689
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2689
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	190
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $527
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	527
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	187
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $527
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	527
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,847
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	3847
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	164
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,393
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	2393
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	166
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,296
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	2296
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	WEST PALM BEACH REGIONAL OFFICE

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	84
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,456
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	81
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $650
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 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

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	77
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,196
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 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	1196
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	WEST PALM BEACH REGIONAL OFFICE

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	73
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,868
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	865
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PRO
Insurance broker organization code?	3
Insurance broker name	AMY EISINGER

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

Policy contract number

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	73
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $803
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

050219D

Policy instance

Insurance contract or identification number	050219D
Number of Individuals Covered	69
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $933
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	330
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MAJORE BAKER

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FERD AND GLADYS ALPERT JEWISH FAMILY CHILDREN S SERVICE OF PALM BEAC
Employer identification number (EIN):	591520581
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations