401k Plan data: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN plan

MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN
Plan identification number	002

MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTAL HEALTH ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH ASSOCIATION, INC.

Employer identification number (EIN): 046197938

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 CHERYL FASANO 2023-04-04
002 2020-07-01 CHERYL FASANO 2022-01-04
002 2019-07-01 CHERYL FASANO 2021-03-30
002 2018-07-01 CHERYL FASANO 2020-03-12
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01 JOAN INGERSOLL
002 2012-07-01 JOAN INGERSOLL
002 2011-07-01 CATHERINE BODLEY
002 2010-07-01 LINDA J. WILLIAMS
002 2009-07-01 LINDA J. WILLIAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01	CHERYL FASANO	2023-04-04
002	2020-07-01	CHERYL FASANO	2022-01-04
002	2019-07-01	CHERYL FASANO	2021-03-30
002	2018-07-01	CHERYL FASANO	2020-03-12
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01	JOAN INGERSOLL
002	2012-07-01	JOAN INGERSOLL
002	2011-07-01	CATHERINE BODLEY
002	2010-07-01	LINDA J. WILLIAMS
002	2009-07-01	LINDA J. WILLIAMS

Plan Statistics for MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2021: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 749
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 573
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 244
Total of all active and inactive participants 2021-07-01 817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 817
Number of participants with account balances 2021-07-01 368
2020: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 673
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 508
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 241
Total of all active and inactive participants 2020-07-01 749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 749
Number of participants with account balances 2020-07-01 371
2019: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 673
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 496
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 238
Total of all active and inactive participants 2019-07-01 734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 734
Number of participants with account balances 2019-07-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 600
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 441
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 232
Total of all active and inactive participants 2018-07-01 673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 673
Number of participants with account balances 2018-07-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 7
2017: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 583
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 372
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 228
Total of all active and inactive participants 2017-07-01 600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 600
Number of participants with account balances 2017-07-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 16
2016: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 565
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 370
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 213
Total of all active and inactive participants 2016-07-01 583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 583
Number of participants with account balances 2016-07-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 13
2015: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 538
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 356
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 209
Total of all active and inactive participants 2015-07-01 565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 565
Number of participants with account balances 2015-07-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 5
2014: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 538
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 337
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 201
Total of all active and inactive participants 2014-07-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 538
Number of participants with account balances 2014-07-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 6
2013: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 501
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 351
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 186
Total of all active and inactive participants 2013-07-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 537
Number of participants with account balances 2013-07-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 21
2012: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 481
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 332
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 169
Total of all active and inactive participants 2012-07-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 501
Number of participants with account balances 2012-07-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 9
2011: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 482
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 310
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 171
Total of all active and inactive participants 2011-07-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 481
Number of participants with account balances 2011-07-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2010: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 479
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 316
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 165
Total of all active and inactive participants 2010-07-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 1
Total participants 2010-07-01 482
Number of participants with account balances 2010-07-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 324
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 154
Total of all active and inactive participants 2009-07-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 478
Number of participants with account balances 2009-07-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	749
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	573
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	244
Total of all active and inactive participants	2021-07-01	817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	817
Number of participants with account balances	2021-07-01	368
2020: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	673
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	508
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	241
Total of all active and inactive participants	2020-07-01	749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	749
Number of participants with account balances	2020-07-01	371
2019: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	673
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	496
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	238
Total of all active and inactive participants	2019-07-01	734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	734
Number of participants with account balances	2019-07-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	600
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	441
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	232
Total of all active and inactive participants	2018-07-01	673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	673
Number of participants with account balances	2018-07-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	7
2017: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	583
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	372
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	228
Total of all active and inactive participants	2017-07-01	600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	600
Number of participants with account balances	2017-07-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	16
2016: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	565
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	370
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	213
Total of all active and inactive participants	2016-07-01	583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	583
Number of participants with account balances	2016-07-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	13
2015: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	538
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	356
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	209
Total of all active and inactive participants	2015-07-01	565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	565
Number of participants with account balances	2015-07-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	5
2014: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	538
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	337
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	201
Total of all active and inactive participants	2014-07-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	538
Number of participants with account balances	2014-07-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	6
2013: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	501
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	351
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	186
Total of all active and inactive participants	2013-07-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	537
Number of participants with account balances	2013-07-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	21
2012: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	481
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	332
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	169
Total of all active and inactive participants	2012-07-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	501
Number of participants with account balances	2012-07-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	9
2011: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	482
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	310
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	171
Total of all active and inactive participants	2011-07-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	481
Number of participants with account balances	2011-07-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2010: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	479
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	316
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	165
Total of all active and inactive participants	2010-07-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	1
Total participants	2010-07-01	482
Number of participants with account balances	2010-07-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	324
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	154
Total of all active and inactive participants	2009-07-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	478
Number of participants with account balances	2009-07-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-408,881
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$697,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$668,374
Expenses. Certain deemed distributions of participant loans	2022-06-30	$14,035
Value of total corrective distributions	2022-06-30	$1,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$474,228
Value of total assets at end of year	2022-06-30	$5,740,283
Value of total assets at beginning of year	2022-06-30	$6,846,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$13,839
Total interest from all sources	2022-06-30	$18,386
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$401,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$401,858
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$300,845
Participant contributions at end of year	2022-06-30	$105,959
Participant contributions at beginning of year	2022-06-30	$49,745
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$16,049
Other income not declared elsewhere	2022-06-30	$12,818
Administrative expenses (other) incurred	2022-06-30	$13,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,106,217
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,740,283
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,846,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,913,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,066,075
Value of interest in pooled separate accounts at end of year	2022-06-30	$112,952
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$130,447
Interest on participant loans	2022-06-30	$2,748
Interest earned on other investments	2022-06-30	$15,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$607,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$600,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,318,569
Net investment gain/loss from pooled separate accounts	2022-06-30	$2,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$157,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$668,374
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2022-06-30	042713795
2021 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,926,056
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,198,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,168,313
Expenses. Certain deemed distributions of participant loans	2021-06-30	$17,574
Value of total corrective distributions	2021-06-30	$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$415,921
Value of total assets at end of year	2021-06-30	$6,846,500
Value of total assets at beginning of year	2021-06-30	$6,118,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$11,956
Total interest from all sources	2021-06-30	$21,824
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$201,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$201,401
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$277,395
Participant contributions at end of year	2021-06-30	$49,745
Participant contributions at beginning of year	2021-06-30	$92,982
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$3,060
Other income not declared elsewhere	2021-06-30	$12,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$727,936
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,846,500
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,118,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,066,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,235,136
Value of interest in pooled separate accounts at end of year	2021-06-30	$130,447
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$112,698
Interest on participant loans	2021-06-30	$3,899
Interest earned on other investments	2021-06-30	$17,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$600,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$677,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,271,202
Net investment gain/loss from pooled separate accounts	2021-06-30	$3,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$135,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,168,313
Contract administrator fees	2021-06-30	$11,956
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2021-06-30	042713795
2020 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$690,385
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$493,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$455,615
Expenses. Certain deemed distributions of participant loans	2020-06-30	$27,237
Value of total corrective distributions	2020-06-30	$392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$489,061
Value of total assets at end of year	2020-06-30	$6,118,564
Value of total assets at beginning of year	2020-06-30	$5,921,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$10,534
Total interest from all sources	2020-06-30	$23,792
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$272,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$272,450
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$283,843
Participant contributions at end of year	2020-06-30	$92,982
Participant contributions at beginning of year	2020-06-30	$118,925
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$5,268
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$54,925
Other income not declared elsewhere	2020-06-30	$10,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$196,607
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,118,564
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,921,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$5,235,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,007,317
Value of interest in pooled separate accounts at end of year	2020-06-30	$112,698
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$157,657
Interest on participant loans	2020-06-30	$5,035
Interest earned on other investments	2020-06-30	$18,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$677,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$630,470
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$50,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-109,025
Net investment gain/loss from pooled separate accounts	2020-06-30	$3,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$150,293
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$2,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$405,474
Contract administrator fees	2020-06-30	$10,534
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2020-06-30	042713795
2019 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$714,787
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$410,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$384,990
Expenses. Certain deemed distributions of participant loans	2019-06-30	$16,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$410,016
Value of total assets at end of year	2019-06-30	$5,921,957
Value of total assets at beginning of year	2019-06-30	$5,618,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$9,652
Total interest from all sources	2019-06-30	$24,425
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$292,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$292,923
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$286,749
Participant contributions at end of year	2019-06-30	$118,925
Participant contributions at beginning of year	2019-06-30	$94,988
Participant contributions at end of year	2019-06-30	$5,268
Participant contributions at beginning of year	2019-06-30	$5,596
Other income not declared elsewhere	2019-06-30	$10,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$303,861
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,921,957
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,618,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,007,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,741,341
Value of interest in pooled separate accounts at end of year	2019-06-30	$157,657
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$143,894
Interest on participant loans	2019-06-30	$5,184
Interest earned on other investments	2019-06-30	$19,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$630,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$629,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-30,099
Net investment gain/loss from pooled separate accounts	2019-06-30	$7,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$123,267
Employer contributions (assets) at end of year	2019-06-30	$2,320
Employer contributions (assets) at beginning of year	2019-06-30	$2,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$384,990
Contract administrator fees	2019-06-30	$9,652
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2019-06-30	042713795
2018 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$906,947
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$503,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$482,089
Expenses. Certain deemed distributions of participant loans	2018-06-30	$11,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$447,886
Value of total assets at end of year	2018-06-30	$5,618,096
Value of total assets at beginning of year	2018-06-30	$5,214,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$9,193
Total interest from all sources	2018-06-30	$23,330
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$176,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$176,739
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$284,950
Participant contributions at end of year	2018-06-30	$94,988
Participant contributions at beginning of year	2018-06-30	$82,612
Participant contributions at end of year	2018-06-30	$5,596
Participant contributions at beginning of year	2018-06-30	$4,931
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$25,399
Other income not declared elsewhere	2018-06-30	$11,151
Administrative expenses (other) incurred	2018-06-30	$9,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$403,779
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,618,096
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,214,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,741,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,321,937
Value of interest in pooled separate accounts at end of year	2018-06-30	$143,894
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$134,882
Interest on participant loans	2018-06-30	$3,949
Interest earned on other investments	2018-06-30	$19,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$629,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$667,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$245,057
Net investment gain/loss from pooled separate accounts	2018-06-30	$2,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$137,537
Employer contributions (assets) at end of year	2018-06-30	$2,831
Employer contributions (assets) at beginning of year	2018-06-30	$2,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$482,089
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2018-06-30	042713795
2017 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,005,766
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$589,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$576,302
Expenses. Certain deemed distributions of participant loans	2017-06-30	$5,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$445,332
Value of total assets at end of year	2017-06-30	$5,214,317
Value of total assets at beginning of year	2017-06-30	$4,798,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$7,730
Total interest from all sources	2017-06-30	$27,738
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$83,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$83,692
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$287,855
Participant contributions at end of year	2017-06-30	$82,612
Participant contributions at beginning of year	2017-06-30	$99,369
Participant contributions at end of year	2017-06-30	$4,931
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$28,509
Administrative expenses (other) incurred	2017-06-30	$7,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$416,183
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,214,317
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,798,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,321,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,772,352
Value of interest in pooled separate accounts at end of year	2017-06-30	$134,882
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$123,528
Interest on participant loans	2017-06-30	$3,073
Interest earned on other investments	2017-06-30	$24,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$667,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$802,885
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$58,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$439,758
Net investment gain/loss from pooled separate accounts	2017-06-30	$9,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$128,968
Employer contributions (assets) at end of year	2017-06-30	$2,496
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$517,899
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2017-06-30	042713795
2016 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$397,180
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$807,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$766,571
Expenses. Certain deemed distributions of participant loans	2016-06-30	$32,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$359,193
Value of total assets at end of year	2016-06-30	$4,798,134
Value of total assets at beginning of year	2016-06-30	$5,208,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$9,164
Total interest from all sources	2016-06-30	$29,524
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$268,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$268,214
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$244,300
Participant contributions at end of year	2016-06-30	$99,369
Participant contributions at beginning of year	2016-06-30	$110,498
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$39,923
Administrative expenses (other) incurred	2016-06-30	$9,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-410,631
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,798,134
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,208,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,772,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,082,183
Value of interest in pooled separate accounts at end of year	2016-06-30	$123,528
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$125,388
Interest on participant loans	2016-06-30	$3,541
Interest earned on other investments	2016-06-30	$25,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$802,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$890,696
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$22,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-264,062
Net investment gain/loss from pooled separate accounts	2016-06-30	$4,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$74,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$744,114
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2016-06-30	042713795
2015 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$611,543
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$417,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$396,721
Expenses. Certain deemed distributions of participant loans	2015-06-30	$14,618
Value of total corrective distributions	2015-06-30	$1,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$428,291
Value of total assets at end of year	2015-06-30	$5,208,765
Value of total assets at beginning of year	2015-06-30	$5,014,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,164
Total interest from all sources	2015-06-30	$17,292
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$116,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$116,252
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$270,053
Participant contributions at end of year	2015-06-30	$110,498
Participant contributions at beginning of year	2015-06-30	$96,617
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$76,278
Administrative expenses (other) incurred	2015-06-30	$4,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$194,070
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,208,765
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,014,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,082,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$849,332
Value of interest in pooled separate accounts at end of year	2015-06-30	$125,388
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$2,997,245
Interest on participant loans	2015-06-30	$6,445
Interest earned on other investments	2015-06-30	$9,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$1,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$890,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,071,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$42,549
Net investment gain/loss from pooled separate accounts	2015-06-30	$7,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$81,960
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$396,721
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2015-06-30	042713795
2014 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,033,661
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$310,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$283,066
Expenses. Certain deemed distributions of participant loans	2014-06-30	$26,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$486,611
Value of total assets at end of year	2014-06-30	$5,014,695
Value of total assets at beginning of year	2014-06-30	$4,291,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$19,099
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$266,519
Participant contributions at end of year	2014-06-30	$96,617
Participant contributions at beginning of year	2014-06-30	$70,756
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$5,432
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$182,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$723,608
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,014,695
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,291,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$849,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$772,101
Value of interest in pooled separate accounts at end of year	2014-06-30	$2,997,245
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,245,911
Interest on participant loans	2014-06-30	$1,255
Interest earned on other investments	2014-06-30	$17,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,071,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,149,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$372,431
Net investment gain/loss from pooled separate accounts	2014-06-30	$155,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$37,770
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$47,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$283,066
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2014-06-30	042713795
2013 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$843,741
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$756,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$735,101
Expenses. Certain deemed distributions of participant loans	2013-06-30	$21,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$486,819
Value of total assets at end of year	2013-06-30	$4,291,087
Value of total assets at beginning of year	2013-06-30	$4,203,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$250
Total interest from all sources	2013-06-30	$19,549
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$255,169
Participant contributions at end of year	2013-06-30	$70,756
Participant contributions at beginning of year	2013-06-30	$54,043
Participant contributions at end of year	2013-06-30	$5,432
Participant contributions at beginning of year	2013-06-30	$6,051
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$146,038
Administrative expenses (other) incurred	2013-06-30	$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	2013-06-30	No
Value of net income/loss	2013-06-30	$87,365
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,291,087
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,203,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$772,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$745,337
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,245,911
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,160,532
Interest on participant loans	2013-06-30	$1,734
Interest earned on other investments	2013-06-30	$17,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,149,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,087,677
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$318,243
Net investment gain/loss from pooled separate accounts	2013-06-30	$19,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$85,612
Employer contributions (assets) at end of year	2013-06-30	$47,448
Employer contributions (assets) at beginning of year	2013-06-30	$150,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$735,101
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2013-06-30	042713795
2012 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$466,013
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$247,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$229,871
Expenses. Certain deemed distributions of participant loans	2012-06-30	$13,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$407,264
Value of total assets at end of year	2012-06-30	$4,203,722
Value of total assets at beginning of year	2012-06-30	$3,985,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$4,353
Total interest from all sources	2012-06-30	$27,036
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$207,873
Participant contributions at end of year	2012-06-30	$54,043
Participant contributions at beginning of year	2012-06-30	$23,351
Participant contributions at end of year	2012-06-30	$6,051
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$16,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$218,410
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,203,722
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,985,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,084,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,708,171
Value of interest in pooled separate accounts at end of year	2012-06-30	$821,719
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$888,675
Interest on participant loans	2012-06-30	$1,362
Interest earned on other investments	2012-06-30	$25,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,087,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$972,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$24,529
Net investment gain/loss from pooled separate accounts	2012-06-30	$7,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$183,060
Employer contributions (assets) at end of year	2012-06-30	$150,082
Employer contributions (assets) at beginning of year	2012-06-30	$392,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$229,871
Contract administrator fees	2012-06-30	$4,353
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2012-06-30	042713795
2011 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,199,290
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$348,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$327,803
Expenses. Certain deemed distributions of participant loans	2011-06-30	$19,700
Value of total corrective distributions	2011-06-30	$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$682,825
Value of total assets at end of year	2011-06-30	$3,985,312
Value of total assets at beginning of year	2011-06-30	$3,134,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$570
Total interest from all sources	2011-06-30	$34,176
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$209,747
Participant contributions at end of year	2011-06-30	$23,351
Participant contributions at beginning of year	2011-06-30	$4,578
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$4,111
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$46,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$851,044
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,985,312
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,134,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,708,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,098,713
Value of interest in pooled separate accounts at end of year	2011-06-30	$888,675
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$830,184
Interest on participant loans	2011-06-30	$430
Interest earned on other investments	2011-06-30	$33,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$972,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$851,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$468,739
Net investment gain/loss from pooled separate accounts	2011-06-30	$13,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$426,975
Employer contributions (assets) at end of year	2011-06-30	$392,423
Employer contributions (assets) at beginning of year	2011-06-30	$345,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$327,803
Contract administrator fees	2011-06-30	$570
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN	2011-06-30	042713795
2010 : MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370896-01

Policy instance

Insurance contract or identification number	370896-01
Number of Individuals Covered	279
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358073

Policy instance

Insurance contract or identification number	358073
Number of Individuals Covered	22
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358072

Policy instance

Insurance contract or identification number	358072
Number of Individuals Covered	110
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

VFB205

Policy instance

Insurance contract or identification number	VFB205
Number of Individuals Covered	33
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $227
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $227
Insurance broker organization code?	3

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

Policy contract number

VFB205

Policy instance

Insurance contract or identification number	VFB205
Number of Individuals Covered	34
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $375
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $375
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358072

Policy instance

Insurance contract or identification number	358072
Number of Individuals Covered	117
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358073

Policy instance

Insurance contract or identification number	358073
Number of Individuals Covered	24
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370896-01

Policy instance

Insurance contract or identification number	370896-01
Number of Individuals Covered	279
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370896-01

Policy instance

Insurance contract or identification number	370896-01
Number of Individuals Covered	288
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358073

Policy instance

Insurance contract or identification number	358073
Number of Individuals Covered	29
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358072

Policy instance

Insurance contract or identification number	358072
Number of Individuals Covered	127
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

VFB205

Policy instance

Insurance contract or identification number	VFB205
Number of Individuals Covered	36
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $433
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $433
Insurance broker organization code?	3

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

Policy contract number

VFB205

Policy instance

Insurance contract or identification number	VFB205
Number of Individuals Covered	38
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $510
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $510
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358072

Policy instance

Insurance contract or identification number	358072
Number of Individuals Covered	137
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358073

Policy instance

Insurance contract or identification number	358073
Number of Individuals Covered	31
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370896-01

Policy instance

Insurance contract or identification number	370896-01
Number of Individuals Covered	289
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370896-01

Policy instance

Insurance contract or identification number	370896-01
Number of Individuals Covered	283
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358073

Policy instance

Insurance contract or identification number	358073
Number of Individuals Covered	31
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358072

Policy instance

Insurance contract or identification number	358072
Number of Individuals Covered	143
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

VFB205

Policy instance

Insurance contract or identification number	VFB205
Number of Individuals Covered	41
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $565
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $565
Insurance broker organization code?	3
Insurance broker name	C.E.S. INSURANCE AGENCY

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Company Name:	MENTAL HEALTH ASSOCIATION, INC.
Employer identification number (EIN):	046197938
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities