401k Plan data: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN plan

JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 401k Plan overview

Plan Name	JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN
Plan identification number	003

JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FAMILY & CHILDREN'S SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWISH FAMILY & CHILDREN'S SERVICE, INC.

Employer identification number (EIN): 860096781

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 TERESA CELAYA-GARNER TERESA CELAYA-GARNER 2018-04-16
003 2015-07-01 TERESA CELAYA-GARNER TERESA CELAYA-GARNER 2017-04-17
003 2014-07-01 JAVIER FAVELA JAVIER FAVELA 2016-04-13
003 2013-07-01 JAVIER FAVELA CAROL FELTON 2015-04-15
003 2012-07-01 JAVIER FAVELA CAROL FELTON 2014-04-15
003 2011-07-01 JAVIER FAVELA CAROL FELTON 2013-04-15
003 2010-07-01 JAVIER FAVELA CAROL FELTON 2012-04-14
003 2009-07-01 JAVIER FAVELA CAROL FELTON 2011-03-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01
003	2021-07-01
003	2020-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01	TERESA CELAYA-GARNER	TERESA CELAYA-GARNER	2018-04-16
003	2015-07-01	TERESA CELAYA-GARNER	TERESA CELAYA-GARNER	2017-04-17
003	2014-07-01	JAVIER FAVELA	JAVIER FAVELA	2016-04-13
003	2013-07-01	JAVIER FAVELA	CAROL FELTON	2015-04-15
003	2012-07-01	JAVIER FAVELA	CAROL FELTON	2014-04-15
003	2011-07-01	JAVIER FAVELA	CAROL FELTON	2013-04-15
003	2010-07-01	JAVIER FAVELA	CAROL FELTON	2012-04-14
003	2009-07-01	JAVIER FAVELA	CAROL FELTON	2011-03-22

Plan Statistics for JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN

401k plan membership statisitcs for JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN

Measure Date Value
2022: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 612
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 478
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 155
Total of all active and inactive participants 2022-07-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 633
Number of participants with account balances 2022-07-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 11
2021: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 660
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 451
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 142
Total of all active and inactive participants 2021-07-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 593
Number of participants with account balances 2021-07-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 11
2020: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 726
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 510
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 137
Total of all active and inactive participants 2020-07-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 647
Number of participants with account balances 2020-07-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 8
2019: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 664
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 572
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 139
Total of all active and inactive participants 2019-07-01 711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 711
Number of participants with account balances 2019-07-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 12
2018: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 719
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 546
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 116
Total of all active and inactive participants 2018-07-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 662
Number of participants with account balances 2018-07-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 20
2017: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 719
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 585
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 109
Total of all active and inactive participants 2017-07-01 694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 695
Number of participants with account balances 2017-07-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 24
2016: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 738
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 599
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 109
Total of all active and inactive participants 2016-07-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 708
Number of participants with account balances 2016-07-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 40
2015: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 592
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 651
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 82
Total of all active and inactive participants 2015-07-01 733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 733
Number of participants with account balances 2015-07-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 15
2014: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 472
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 521
Number of retired or separated participants receiving benefits 2014-07-01 41
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 562
Number of participants with account balances 2014-07-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 472
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 497
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 18
Total of all active and inactive participants 2013-07-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 515
Number of participants with account balances 2013-07-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 16
2012: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 564
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 381
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 81
Total of all active and inactive participants 2012-07-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 462
Number of participants with account balances 2012-07-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 5
2011: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 448
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 416
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 131
Total of all active and inactive participants 2011-07-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 547
Number of participants with account balances 2011-07-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 6
2010: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 417
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 344
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 92
Total of all active and inactive participants 2010-07-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 436
Number of participants with account balances 2010-07-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 263
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 329
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 73
Total of all active and inactive participants 2009-07-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 402
Number of participants with account balances 2009-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2022: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	612
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	478
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	155
Total of all active and inactive participants	2022-07-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	633
Number of participants with account balances	2022-07-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	11
2021: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	660
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	451
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	142
Total of all active and inactive participants	2021-07-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	593
Number of participants with account balances	2021-07-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	11
2020: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	726
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	510
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	137
Total of all active and inactive participants	2020-07-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	647
Number of participants with account balances	2020-07-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	8
2019: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	664
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	572
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	139
Total of all active and inactive participants	2019-07-01	711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	711
Number of participants with account balances	2019-07-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	12
2018: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	719
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	546
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	116
Total of all active and inactive participants	2018-07-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	662
Number of participants with account balances	2018-07-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	20
2017: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	719
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	585
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	109
Total of all active and inactive participants	2017-07-01	694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	695
Number of participants with account balances	2017-07-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	24
2016: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	738
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	599
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	109
Total of all active and inactive participants	2016-07-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	708
Number of participants with account balances	2016-07-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	40
2015: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	592
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	651
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	82
Total of all active and inactive participants	2015-07-01	733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	733
Number of participants with account balances	2015-07-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	15
2014: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	472
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	521
Number of retired or separated participants receiving benefits	2014-07-01	41
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	562
Number of participants with account balances	2014-07-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	472
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	497
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	18
Total of all active and inactive participants	2013-07-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	515
Number of participants with account balances	2013-07-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	16
2012: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	564
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	381
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	81
Total of all active and inactive participants	2012-07-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	462
Number of participants with account balances	2012-07-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	5
2011: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	448
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	416
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	131
Total of all active and inactive participants	2011-07-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	547
Number of participants with account balances	2011-07-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	6
2010: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	417
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	344
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	92
Total of all active and inactive participants	2010-07-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	436
Number of participants with account balances	2010-07-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	263
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	329
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	73
Total of all active and inactive participants	2009-07-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	402
Number of participants with account balances	2009-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN

Measure	Date	Value
2023 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$7,998
Total income from all sources (including contributions)	2023-06-30	$2,365,756
Total of all expenses incurred	2023-06-30	$1,038,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$962,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,166,814
Value of total assets at end of year	2023-06-30	$12,564,091
Value of total assets at beginning of year	2023-06-30	$11,228,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$76,088
Total interest from all sources	2023-06-30	$8,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$743,230
Participant contributions at end of year	2023-06-30	$150,988
Participant contributions at beginning of year	2023-06-30	$198,841
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$27,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$7,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,327,510
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$12,556,093
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$11,228,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$11,931,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$10,758,207
Interest on participant loans	2023-06-30	$8,840
Value of interest in common/collective trusts at end of year	2023-06-30	$481,222
Value of interest in common/collective trusts at beginning of year	2023-06-30	$271,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,190,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$395,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$962,158
Contract administrator fees	2023-06-30	$76,088
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN	2023-06-30	464370753
2022 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-467,630
Total of all expenses incurred	2022-06-30	$1,788,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,692,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,240,806
Value of total assets at end of year	2022-06-30	$11,228,583
Value of total assets at beginning of year	2022-06-30	$13,484,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$95,889
Total interest from all sources	2022-06-30	$8,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$677,734
Participant contributions at end of year	2022-06-30	$198,841
Participant contributions at beginning of year	2022-06-30	$192,498
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$195,395
Other income not declared elsewhere	2022-06-30	$591
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	$-2,256,098
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$11,228,583
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$13,484,681
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	$10,758,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$13,224,376
Interest on participant loans	2022-06-30	$8,542
Value of interest in common/collective trusts at end of year	2022-06-30	$271,535
Value of interest in common/collective trusts at beginning of year	2022-06-30	$67,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,717,569
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	$367,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,692,579
Contract administrator fees	2022-06-30	$95,889
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	Unqualified
Accountancy firm name	2022-06-30	BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN	2022-06-30	464370753
2021 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$200
Total income from all sources (including contributions)	2021-06-30	$3,954,909
Total of all expenses incurred	2021-06-30	$1,347,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,259,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,111,768
Value of total assets at end of year	2021-06-30	$13,484,681
Value of total assets at beginning of year	2021-06-30	$10,877,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$87,824
Total interest from all sources	2021-06-30	$7,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$678,974
Participant contributions at end of year	2021-06-30	$192,498
Participant contributions at beginning of year	2021-06-30	$190,091
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$26,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$200
Other income not declared elsewhere	2021-06-30	$611
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	$2,607,510
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$13,484,681
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$10,877,171
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	$13,224,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$10,338,472
Interest on participant loans	2021-06-30	$7,233
Value of interest in common/collective trusts at end of year	2021-06-30	$67,807
Value of interest in common/collective trusts at beginning of year	2021-06-30	$348,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,835,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$406,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,259,575
Contract administrator fees	2021-06-30	$87,824
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN	2021-06-30	464370753
2020 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-06-30	$1,131,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$200
Total income from all sources (including contributions)	2020-06-30	$1,386,276
Total of all expenses incurred	2020-06-30	$916,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$883,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,059,005
Value of total assets at end of year	2020-06-30	$10,877,371
Value of total assets at beginning of year	2020-06-30	$9,274,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$32,755
Total interest from all sources	2020-06-30	$19,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$626,327
Participant contributions at end of year	2020-06-30	$190,091
Participant contributions at beginning of year	2020-06-30	$149,673
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$45,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$200
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	$470,259
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$10,877,171
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,274,997
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	$10,338,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,568,226
Interest on participant loans	2020-06-30	$7,623
Income. Interest from loans (other than to participants)	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$348,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$12,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$557,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$307,364
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	$386,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$883,262
Contract administrator fees	2020-06-30	$32,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	Yes
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2020-06-30	464370753
2019 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-06-30	$3,609
Total income from all sources (including contributions)	2019-06-30	$1,685,832
Total of all expenses incurred	2019-06-30	$891,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$856,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,101,671
Value of total assets at end of year	2019-06-30	$9,274,997
Value of total assets at beginning of year	2019-06-30	$8,484,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$35,147
Total interest from all sources	2019-06-30	$23,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
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	$652,476
Participant contributions at end of year	2019-06-30	$149,673
Participant contributions at beginning of year	2019-06-30	$197,920
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$79,947
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	$793,938
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,274,997
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,484,668
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	$8,568,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,621,556
Interest on participant loans	2019-06-30	$6,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$17,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$557,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$665,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$560,378
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	$369,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$856,747
Contract administrator fees	2019-06-30	$35,147
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2019-06-30	464370753
2018 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-06-30	$963,904
Total income from all sources (including contributions)	2018-06-30	$1,702,000
Total of all expenses incurred	2018-06-30	$747,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$725,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$999,344
Value of total assets at end of year	2018-06-30	$8,484,668
Value of total assets at beginning of year	2018-06-30	$8,494,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$22,171
Total interest from all sources	2018-06-30	$17,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
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	$622,266
Participant contributions at end of year	2018-06-30	$197,920
Participant contributions at beginning of year	2018-06-30	$145,284
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$85,849
Other income not declared elsewhere	2018-06-30	$1,851
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
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$954,388
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,484,668
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,494,184
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	$7,621,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,533,269
Interest on participant loans	2018-06-30	$6,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$10,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$665,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$815,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$683,056
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	Yes
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	$291,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$725,441
Contract administrator fees	2018-06-30	$22,171
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2018-06-30	464370753
2017 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-06-30	$121,417
Total income from all sources (including contributions)	2017-06-30	$2,252,702
Total of all expenses incurred	2017-06-30	$595,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$590,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,376,153
Value of total assets at end of year	2017-06-30	$8,494,184
Value of total assets at beginning of year	2017-06-30	$6,715,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,659
Total interest from all sources	2017-06-30	$14,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$706,941
Participant contributions at end of year	2017-06-30	$145,284
Participant contributions at beginning of year	2017-06-30	$160,946
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$455,580
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	$1,656,956
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,494,184
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,715,811
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	$7,533,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,896,295
Interest on participant loans	2017-06-30	$6,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$8,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$815,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$658,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$861,736
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	Yes
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	$213,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$590,087
Contract administrator fees	2017-06-30	$5,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2017-06-30	464370753
2016 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-06-30	$8,487
Total income from all sources (including contributions)	2016-06-30	$895,241
Total of all expenses incurred	2016-06-30	$398,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$391,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$903,203
Value of total assets at end of year	2016-06-30	$6,715,811
Value of total assets at beginning of year	2016-06-30	$6,227,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$6,593
Total interest from all sources	2016-06-30	$15,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$0
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	$697,984
Participant contributions at end of year	2016-06-30	$160,946
Participant contributions at beginning of year	2016-06-30	$142,338
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$50,583
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	$496,867
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,715,811
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,227,431
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	$5,896,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,411,766
Interest on participant loans	2016-06-30	$5,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$10,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$658,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$673,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-23,448
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	Yes
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	$154,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$391,781
Contract administrator fees	2016-06-30	$6,593
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2016-06-30	464370753
2015 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-06-30	$272,376
Total income from all sources (including contributions)	2015-06-30	$955,981
Total of all expenses incurred	2015-06-30	$597,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$592,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$771,297
Value of total assets at end of year	2015-06-30	$6,227,431
Value of total assets at beginning of year	2015-06-30	$6,141,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,281
Total interest from all sources	2015-06-30	$17,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
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	$540,744
Participant contributions at end of year	2015-06-30	$142,338
Participant contributions at beginning of year	2015-06-30	$162,056
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$64,631
Other income not declared elsewhere	2015-06-30	$466
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$358,187
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,227,431
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,141,620
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	$5,411,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,345,384
Interest on participant loans	2015-06-30	$5,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$12,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$673,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$634,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$166,459
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	$165,922
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	$592,513
Contract administrator fees	2015-06-30	$5,281
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2015-06-30	464370753
2014 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-06-30	$967,447
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	$1,639,663
Total of all expenses incurred	2014-06-30	$1,010,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$996,420
Expenses. Certain deemed distributions of participant loans	2014-06-30	$3,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$692,011
Value of total assets at end of year	2014-06-30	$6,141,620
Value of total assets at beginning of year	2014-06-30	$6,480,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$11,467
Total interest from all sources	2014-06-30	$21,490
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	$450,639
Participant contributions at end of year	2014-06-30	$162,056
Participant contributions at beginning of year	2014-06-30	$138,002
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$20,682
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$83,973
Other income not declared elsewhere	2014-06-30	$8,376
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$628,702
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$6,141,620
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,480,365
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	$5,345,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,191,413
Interest on participant loans	2014-06-30	$4,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$16,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$634,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$905,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$917,786
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	$157,399
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$224,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$996,420
Contract administrator fees	2014-06-30	$11,467
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	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2014-06-30	464370753
2013 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2013-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,522,748
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$810,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$800,825
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$880,520
Value of total assets at end of year	2013-06-30	$6,480,365
Value of total assets at beginning of year	2013-06-30	$5,768,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$9,720
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$26,299
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
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$0
Assets. Real estate other than employer real property at end of year	2013-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-06-30	$0
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	$491,244
Participant contributions at end of year	2013-06-30	$138,002
Participant contributions at beginning of year	2013-06-30	$140,829
Participant contributions at end of year	2013-06-30	$20,682
Participant contributions at beginning of year	2013-06-30	$17,587
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Assets. Loans (other than to participants) at end of year	2013-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$9,720
Liabilities. Value of operating payables at end of year	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$712,203
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,480,365
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,768,162
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
Assets. partnership/joint venture interests at end of year	2013-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$5,191,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,545,849
Value of interest in pooled separate accounts at end of year	2013-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$0
Interest on participant loans	2013-06-30	$5,270
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$0
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Value of interest in master investment trust accounts at end of year	2013-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2013-06-30	$0
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest in common/collective trusts at beginning of year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$21,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$905,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$822,491
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Asset value of US Government securities at end of year	2013-06-30	$0
Asset value of US Government securities at beginning of year	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$615,929
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
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
Assets. Invements in employer securities at end of year	2013-06-30	$0
Assets. Invements in employer securities at beginning of year	2013-06-30	$0
Assets. Value of employer real property at end of year	2013-06-30	$0
Assets. Value of employer real property at beginning of year	2013-06-30	$0
Contributions received in cash from employer	2013-06-30	$386,971
Employer contributions (assets) at end of year	2013-06-30	$224,794
Employer contributions (assets) at beginning of year	2013-06-30	$241,406
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$800,825
Asset. Corporate debt instrument preferred debt at end of year	2013-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$0
Contract administrator fees	2013-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$0
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
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
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	ESTES BALDWIN ZOBEL HALL, PLLC
Accountancy firm EIN	2013-06-30	454250967
2012 : JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$0
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2012-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,095,223
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$323,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$318,560
Expenses. Certain deemed distributions of participant loans	2012-06-30	$0
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,073,334
Value of total assets at end of year	2012-06-30	$5,768,162
Value of total assets at beginning of year	2012-06-30	$4,996,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,229
Total income from rents	2012-06-30	$0
Total interest from all sources	2012-06-30	$28,752
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
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$0
Assets. Real estate other than employer real property at end of year	2012-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2012-06-30	$0
Administrative expenses professional fees incurred	2012-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-06-30	$0
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	$489,971
Participant contributions at end of year	2012-06-30	$140,829
Participant contributions at beginning of year	2012-06-30	$161,552
Participant contributions at end of year	2012-06-30	$17,587
Participant contributions at beginning of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$345
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$0
Assets. Loans (other than to participants) at end of year	2012-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$5,229
Liabilities. Value of operating payables at end of year	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Total non interest bearing cash at end of year	2012-06-30	$0
Total non interest bearing cash at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Income. Non cash contributions	2012-06-30	$0
Value of net income/loss	2012-06-30	$771,434
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,768,162
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,996,728
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
Assets. partnership/joint venture interests at end of year	2012-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,545,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,149,094
Value of interest in pooled separate accounts at end of year	2012-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$0
Interest on participant loans	2012-06-30	$6,009
Income. Interest from loans (other than to participants)	2012-06-30	$0
Interest earned on other investments	2012-06-30	$0
Income. Interest from US Government securities	2012-06-30	$0
Income. Interest from corporate debt instruments	2012-06-30	$0
Value of interest in master investment trust accounts at end of year	2012-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2012-06-30	$0
Value of interest in common/collective trusts at end of year	2012-06-30	$0
Value of interest in common/collective trusts at beginning of year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$22,743
Assets. Value of investments in 103.12 investment entities at end of year	2012-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$822,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$686,082
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Asset value of US Government securities at end of year	2012-06-30	$0
Asset value of US Government securities at beginning of year	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-6,863
Net investment gain/loss from pooled separate accounts	2012-06-30	$0
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Net gain/loss from 103.12 investment entities	2012-06-30	$0
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
Assets. Invements in employer securities at end of year	2012-06-30	$0
Assets. Invements in employer securities at beginning of year	2012-06-30	$0
Assets. Value of employer real property at end of year	2012-06-30	$0
Assets. Value of employer real property at beginning of year	2012-06-30	$0
Contributions received in cash from employer	2012-06-30	$583,018
Employer contributions (assets) at end of year	2012-06-30	$241,406
Employer contributions (assets) at beginning of year	2012-06-30	$0
Income. Dividends from preferred stock	2012-06-30	$0
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$318,560
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$0
Contract administrator fees	2012-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$0
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
Aggregate proceeds on sale of assets	2012-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
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	ESTES BALDWIN ZOBELL HALL, PLLC
Accountancy firm EIN	2012-06-30	454250967
2011 : JEWISH FAMILY & CHILDREN'S SERVICE 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	$1,765,672
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$229,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$216,456
Value of total corrective distributions	2011-06-30	$10,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,006,449
Value of total assets at end of year	2011-06-30	$4,996,728
Value of total assets at beginning of year	2011-06-30	$3,460,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,191
Total interest from all sources	2011-06-30	$28,530
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	$500,000
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	$493,852
Participant contributions at end of year	2011-06-30	$161,552
Participant contributions at beginning of year	2011-06-30	$152,566
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$1,500
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$84,355
Administrative expenses (other) incurred	2011-06-30	$2,191
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	$1,536,412
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,996,728
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,460,316
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	$4,149,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,700,373
Interest on participant loans	2011-06-30	$5,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$23,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$686,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$601,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$730,693
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	$428,242
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$4,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$216,456
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	ZOBEL & HALL, PC
Accountancy firm EIN	2011-06-30	860511407
2010 : JEWISH FAMILY & CHILDREN'S SERVICE 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 JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN

2022: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Mulitple employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Mulitple 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: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Mulitple 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: JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Mulitple 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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: JEWISH FAMILY & CHILDREN'S SERVICE 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 benefit arrangement - Trust	Yes
2011: JEWISH FAMILY & CHILDREN'S SERVICE 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 benefit arrangement - Trust	Yes
2010: JEWISH FAMILY & CHILDREN'S SERVICE 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 benefit arrangement - Trust	Yes
2009: JEWISH FAMILY & CHILDREN'S SERVICE 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 - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

860567

Policy instance

Insurance contract or identification number	860567
Number of Individuals Covered	345
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	5

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

Policy contract number

860567

Policy instance

Insurance contract or identification number	860567
Number of Individuals Covered	345
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	5

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

Policy contract number

860567

Policy instance

Insurance contract or identification number	860567
Number of Individuals Covered	647
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7101
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	5

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62389

Policy instance

Insurance contract or identification number	G62389
Number of Individuals Covered	0
Insurance policy start date	2019-07-01
Insurance policy end date	2020-01-06
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62389

Policy instance

Insurance contract or identification number	G62389
Number of Individuals Covered	370
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62389

Policy instance

Insurance contract or identification number	G62389
Number of Individuals Covered	377
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $59,490
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	412
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $73,736
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $73,736
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	373
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $34,699
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,699
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	362
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $33,508
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,508
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	383
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $39,319
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $39,319
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	409
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $25,005
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G62210

Policy instance

Insurance contract or identification number	G62210
Number of Individuals Covered	325
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $22,200
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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Company Name:	JEWISH FAMILY & CHILDREN'S SERVICE, INC.
Employer identification number (EIN):	860096781
NAIC Classification:	624100
NAIC Description:	Individual and Family Services