401k Plan data: MHALA 403(B) PLAN plan

MHALA 403(B) PLAN 401k Plan overview

Plan Name	MHALA 403(B) PLAN
Plan identification number	001

MHALA 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTAL HEALTH AMERICA OF LOS ANGELES has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH AMERICA OF LOS ANGELES

Employer identification number (EIN): 951881491

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about MENTAL HEALTH AMERICA OF LOS ANGELES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0509985

More information about MENTAL HEALTH AMERICA OF LOS ANGELES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MHALA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KIRSTIN CANDY 2023-06-14
001 2021-01-01 KRISTIN CANDY 2022-07-15
001 2020-01-01 LUCIA KING 2021-06-04
001 2019-01-01 SILVIA MIRAMONTES 2020-07-21
001 2018-01-01 SILVIA MIRAMONTES 2019-08-07
001 2017-01-01 SILVIA MIRAMONTES
001 2016-01-01 SILVIA MIRAMONTES
001 2015-01-01 SILVIA MIRAMONTES
001 2014-01-01 SILVIA MIRAMONTES
001 2013-01-01 SILVIA MIRAMONTES
001 2012-01-01 MARY NABERS MARY NABERS 2014-11-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KIRSTIN CANDY	2023-06-14
001	2021-01-01	KRISTIN CANDY	2022-07-15
001	2020-01-01	LUCIA KING	2021-06-04
001	2019-01-01	SILVIA MIRAMONTES	2020-07-21
001	2018-01-01	SILVIA MIRAMONTES	2019-08-07
001	2017-01-01	SILVIA MIRAMONTES
001	2016-01-01	SILVIA MIRAMONTES
001	2015-01-01	SILVIA MIRAMONTES
001	2014-01-01	SILVIA MIRAMONTES
001	2013-01-01	SILVIA MIRAMONTES
001	2012-01-01	MARY NABERS		MARY NABERS	2014-11-20

Plan Statistics for MHALA 403(B) PLAN

401k plan membership statisitcs for MHALA 403(B) PLAN

Measure Date Value
2022: MHALA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 316
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 128
Total of all active and inactive participants 2022-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 446
Number of participants with account balances 2022-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 32
2021: MHALA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 450
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 70
Total of all active and inactive participants 2021-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 520
Number of participants with account balances 2021-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 49
2020: MHALA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 380
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 422
Total participants 2020-01-01 422
Number of participants with account balances 2020-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MHALA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 368
Number of retired or separated participants receiving benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 407
Total participants 2019-01-01 407
Number of participants with account balances 2019-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MHALA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 337
Number of retired or separated participants receiving benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 373
Total participants 2018-01-01 373
Number of participants with account balances 2018-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MHALA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 308
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 337
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MHALA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 298
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 319
Number of participants with account balances 2016-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MHALA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 270
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 288
Number of participants with account balances 2015-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MHALA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 272
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 283
Number of participants with account balances 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MHALA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 327
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 329
Number of participants with account balances 2013-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MHALA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 285
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 285
Number of participants with account balances 2012-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: MHALA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	316
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	128
Total of all active and inactive participants	2022-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	446
Number of participants with account balances	2022-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	32
2021: MHALA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	450
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	70
Total of all active and inactive participants	2021-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	520
Number of participants with account balances	2021-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	49
2020: MHALA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	380
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	422
Total participants	2020-01-01	422
Number of participants with account balances	2020-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MHALA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	368
Number of retired or separated participants receiving benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	407
Total participants	2019-01-01	407
Number of participants with account balances	2019-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MHALA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	337
Number of retired or separated participants receiving benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	373
Total participants	2018-01-01	373
Number of participants with account balances	2018-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MHALA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	308
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	337
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MHALA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	298
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	319
Number of participants with account balances	2016-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MHALA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	270
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	288
Number of participants with account balances	2015-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MHALA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	272
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	283
Number of participants with account balances	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MHALA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	327
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	329
Number of participants with account balances	2013-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MHALA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	285
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	285
Number of participants with account balances	2012-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MHALA 403(B) PLAN

Measure	Date	Value
2022 : MHALA 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$625,712
Total of all expenses incurred	2022-12-31	$1,592,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,551,908
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,081,747
Value of total assets at end of year	2022-12-31	$8,858,021
Value of total assets at beginning of year	2022-12-31	$9,824,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,607
Total interest from all sources	2022-12-31	$13,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$29,607
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$750,163
Participant contributions at end of year	2022-12-31	$209,602
Participant contributions at beginning of year	2022-12-31	$241,014
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$47,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-966,404
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,858,021
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,824,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,901,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,019,365
Interest on participant loans	2022-12-31	$13,805
Interest earned on other investments	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$462,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$337,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,469,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,284,228
Employer contributions (assets) at end of year	2022-12-31	$1,284,228
Employer contributions (assets) at beginning of year	2022-12-31	$1,226,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,551,908
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2022-12-31	204207759
2021 : MHALA 403(B) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,987,106
Total of all expenses incurred	2021-12-31	$791,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$713,330
Expenses. Certain deemed distributions of participant loans	2021-12-31	$46,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,953,023
Value of total assets at end of year	2021-12-31	$9,824,425
Value of total assets at beginning of year	2021-12-31	$7,628,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,026
Total interest from all sources	2021-12-31	$18,269
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$475,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$475,600
Administrative expenses professional fees incurred	2021-12-31	$32,026
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$726,708
Participant contributions at end of year	2021-12-31	$241,014
Participant contributions at beginning of year	2021-12-31	$219,989
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$2,195,523
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,824,425
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,628,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,019,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,904,562
Interest on participant loans	2021-12-31	$14,364
Interest earned on other investments	2021-12-31	$3,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$337,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$314,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$540,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,226,315
Employer contributions (assets) at end of year	2021-12-31	$1,226,315
Employer contributions (assets) at beginning of year	2021-12-31	$1,190,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$713,330
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2021-12-31	204207759
2020 : MHALA 403(B) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,696,427
Total of all expenses incurred	2020-12-31	$562,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$544,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,927,712
Value of total assets at end of year	2020-12-31	$7,628,902
Value of total assets at beginning of year	2020-12-31	$5,494,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,615
Total interest from all sources	2020-12-31	$16,469
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$193,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$193,648
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$630,590
Participant contributions at end of year	2020-12-31	$219,989
Participant contributions at beginning of year	2020-12-31	$112,965
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,032,770
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$107,010
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,134,333
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,628,902
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,494,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,904,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,108,184
Interest on participant loans	2020-12-31	$12,300
Interest earned on other investments	2020-12-31	$4,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$314,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$240,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$558,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,190,112
Employer contributions (assets) at end of year	2020-12-31	$1,190,112
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$544,479
Contract administrator fees	2020-12-31	$17,615
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2020-12-31	204207759
2019 : MHALA 403(B) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,334,035
Total of all expenses incurred	2019-12-31	$722,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$711,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,702,190
Value of total assets at end of year	2019-12-31	$5,494,569
Value of total assets at beginning of year	2019-12-31	$3,882,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,801
Total interest from all sources	2019-12-31	$11,696
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$157,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$157,854
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$614,156
Participant contributions at end of year	2019-12-31	$112,965
Participant contributions at beginning of year	2019-12-31	$55,935
Participant contributions at end of year	2019-12-31	$1,032,770
Participant contributions at beginning of year	2019-12-31	$875,160
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$41,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,612,003
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,494,569
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,882,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,108,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,767,049
Interest on participant loans	2019-12-31	$6,929
Interest earned on other investments	2019-12-31	$4,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$240,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$184,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$462,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,046,498
Employer contributions (assets) at end of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$711,231
Contract administrator fees	2019-12-31	$10,801
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2019-12-31	204207759
2018 : MHALA 403(B) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,164,240
Total of all expenses incurred	2018-12-31	$137,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$126,505
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,375,344
Value of total assets at end of year	2018-12-31	$3,882,566
Value of total assets at beginning of year	2018-12-31	$2,855,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,119
Total interest from all sources	2018-12-31	$3,952
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$200,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$200,654
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$491,111
Participant contributions at end of year	2018-12-31	$55,935
Participant contributions at beginning of year	2018-12-31	$62,110
Participant contributions at end of year	2018-12-31	$875,160
Participant contributions at beginning of year	2018-12-31	$60
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,026,616
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,882,566
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,855,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,767,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,633,258
Interest on participant loans	2018-12-31	$1,940
Interest earned on other investments	2018-12-31	$2,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$184,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$160,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-415,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$875,160
Income. Dividends from preferred stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$126,505
Contract administrator fees	2018-12-31	$11,119
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2018-12-31	204207759
2017 : MHALA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$797,352
Total of all expenses incurred	2017-12-31	$651,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$640,894
Expenses. Certain deemed distributions of participant loans	2017-12-31	$254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$464,435
Value of total assets at end of year	2017-12-31	$2,855,950
Value of total assets at beginning of year	2017-12-31	$2,709,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,874
Total interest from all sources	2017-12-31	$5,609
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$446,363
Participant contributions at end of year	2017-12-31	$62,110
Participant contributions at beginning of year	2017-12-31	$75,584
Participant contributions at end of year	2017-12-31	$60
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$18,072
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$146,330
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,855,950
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,709,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,633,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,085,756
Interest on participant loans	2017-12-31	$2,286
Interest earned on other investments	2017-12-31	$3,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$160,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$548,280
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$327,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$640,894
Contract administrator fees	2017-12-31	$9,874
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FABER HASS HURLEY LLP
Accountancy firm EIN	2017-12-31	204207759
2016 : MHALA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$616,768
Total of all expenses incurred	2016-12-31	$876,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$865,747
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$498,225
Value of total assets at end of year	2016-12-31	$2,709,620
Value of total assets at beginning of year	2016-12-31	$2,968,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,398
Total interest from all sources	2016-12-31	$7,319
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$449,245
Participant contributions at end of year	2016-12-31	$75,584
Participant contributions at beginning of year	2016-12-31	$45,321
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$917
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$48,980
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-259,377
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,709,620
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,968,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$7,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,085,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,532,270
Interest on participant loans	2016-12-31	$2,045
Interest earned on other investments	2016-12-31	$5,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$548,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$390,489
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$111,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$865,747
Contract administrator fees	2016-12-31	$2,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2016-12-31	204207759
2015 : MHALA 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$433,975
Total of all expenses incurred	2015-12-31	$685,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$670,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$493,617
Value of total assets at end of year	2015-12-31	$2,968,997
Value of total assets at beginning of year	2015-12-31	$3,220,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,797
Total interest from all sources	2015-12-31	$5,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$463,375
Participant contributions at end of year	2015-12-31	$45,321
Participant contributions at beginning of year	2015-12-31	$58,403
Participant contributions at end of year	2015-12-31	$917
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-251,727
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,968,997
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,220,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$13,157
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,532,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,819,676
Interest on participant loans	2015-12-31	$1,778
Interest earned on other investments	2015-12-31	$3,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$390,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$342,645
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-65,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$670,905
Contract administrator fees	2015-12-31	$1,640
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HEIN & ASSOCIATES, LLP
Accountancy firm EIN	2015-12-31	840749233
2014 : MHALA 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$617,694
Total of all expenses incurred	2014-12-31	$382,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$360,554
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$435,075
Value of total assets at end of year	2014-12-31	$3,220,724
Value of total assets at beginning of year	2014-12-31	$2,985,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,963
Total interest from all sources	2014-12-31	$3,340
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$166,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$166,780
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$431,868
Participant contributions at end of year	2014-12-31	$58,403
Participant contributions at beginning of year	2014-12-31	$7,605
Participant contributions at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,207
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$90
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$235,177
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,220,724
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,985,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$19,837
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,819,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,672,458
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$321
Interest earned on other investments	2014-12-31	$3,019
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$342,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$305,484
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$12,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$360,464
Contract administrator fees	2014-12-31	$2,126
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KNUF & COMPANY, LLP
Accountancy firm EIN	2014-12-31	320081502
2013 : MHALA 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$369,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$881,963
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$339,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$311,014
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,764
Value of total corrective distributions	2013-12-31	$1,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$509,247
Value of total assets at end of year	2013-12-31	$2,985,547
Value of total assets at beginning of year	2013-12-31	$2,073,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,671
Total interest from all sources	2013-12-31	$2,911
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$114,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$114,640
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$442,755
Participant contributions at end of year	2013-12-31	$7,605
Participant contributions at beginning of year	2013-12-31	$13,362
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$66,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$542,806
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,985,547
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,073,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$23,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,672,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,826,273
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$433
Interest earned on other investments	2013-12-31	$2,478
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$305,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$233,620
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$255,165
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$90
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$311,014
Contract administrator fees	2013-12-31	$1,103
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ANDERSON & KNUF
Accountancy firm EIN	2013-12-31	320081502
2012 : MHALA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$131,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$622,836
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$31,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$22,998
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$452,627
Value of total assets at end of year	2012-12-31	$2,073,255
Value of total assets at beginning of year	2012-12-31	$1,350,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,987
Total interest from all sources	2012-12-31	$4,302
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$38,288
Transfers to/from the plan	2012-12-31	$131,707
Total income from all sources	2012-12-31	$622,836
Expenses. Total of all expenses incurred	2012-12-31	$31,985
Benefits paid (including direct rollovers)	2012-12-31	$22,998
Total plan assets at end of year	2012-12-31	$2,073,255
Total plan assets at beginning of year	2012-12-31	$1,350,697
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$441,125
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,987
Contributions received from other sources (not participants or employers)	2012-12-31	$11,502
Other income received	2012-12-31	$170,209
Net income (gross income less expenses)	2012-12-31	$590,851
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,073,255
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,350,697
Assets. Value of participant loans	2012-12-31	$13,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$38,288
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$441,125
Participant contributions at end of year	2012-12-31	$13,362
Participant contributions at beginning of year	2012-12-31	$5,620
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$11,502
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$-5
Administrative expenses (other) incurred	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$590,851
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,073,255
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,350,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,010
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,826,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,161,412
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$393
Interest earned on other investments	2012-12-31	$3,909
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$233,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$183,665
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$127,624
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$22,998
Contract administrator fees	2012-12-31	$4,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ANDERSON AND KNUF
Accountancy firm EIN	2012-12-31	320081502

Form 5500 Responses for MHALA 403(B) PLAN

2022: MHALA 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MHALA 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MHALA 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MHALA 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MHALA 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MHALA 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MHALA 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MHALA 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MHALA 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MHALA 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MHALA 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	18
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	422
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	23
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	27
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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

Policy contract number

500308-01

Policy instance

Insurance contract or identification number	500308-01
Number of Individuals Covered	21
Total amount of commissions paid to insurance broker	USD $255
Are there contracts with allocated funds for group deferred annuity?	Yes
Commission paid to Insurance Broker	USD $255
Insurance broker organization code?	3
Insurance broker name	MATTHEW HANSON

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60899-01

Policy instance

Insurance contract or identification number	MR 60899-01
Number of Individuals Covered	119
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,205
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,205
Insurance broker organization code?	1
Insurance broker name	NFP ADVISOR SERVICES LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60899

Policy instance

Insurance contract or identification number	MR 60899
Number of Individuals Covered	108
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,255
Commission paid to Insurance Broker	USD $828
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60899

Policy instance

Insurance contract or identification number	MR 60899
Number of Individuals Covered	329
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,306
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 $1,306
Insurance broker organization code?	1
Insurance broker name	JHW FINANCIAL SERVICES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60899

Policy instance

Insurance contract or identification number	MR 60899
Number of Individuals Covered	285
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $264
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 $264
Insurance broker organization code?	1
Insurance broker name	JHW FINANCIAL SERVICES INC

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Company Name:	MENTAL HEALTH AMERICA OF LOS ANGELES
Employer identification number (EIN):	951881491
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0509985