Original filing (PDF)20251015131248NAL0004641073001

COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC.

Name: COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. — COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC.

Form 5500

FILING_RECEIVED

COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 2

Late participant contributions35% in single holding

Active participants

136

Accounts w/ balance

160

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 44K (12% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC..

Plan sponsor

Name

COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC.

EIN

13-3556132

Address

26 BAY STREET, 4TH FLOOR · STATEN ISLAND, NY · 10301

Phone

(718) 808-1300

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$23K	—

Investments

19 direct securities· $3.2M(99% of reported assets)

Other securities

$2.1M

17 holdings

Mutual Funds

$1.1M

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
s * Mutual of America Mutual of America Clear Passage 2035 Fund	Mutual Funds	—	—	$1.1M	34.5%
Mutual of America Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$659K	20.4%
Mutual of America Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$417K	12.9%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$279K	8.7%
Mutual of America Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$221K	6.9%
Mutual of America Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$218K	6.8%
Mutual of America Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$116K	3.6%
Mutual of America Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$61K	1.9%
Mutual of America Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$50K	1.6%
Mutual of America Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$38K	1.2%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$4K	0.1%
Mutual of America Mutual of America Equity Index Fund	Other securities	—	—	$4K	0.1%
Vanguard Strategic Equity Fund	Other securities	—	—	$4K	0.1%
Mutual of America Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$3K	0.1%
American Funds American Funds Washington Mutual Investors Fund	Other securities	—	—	$3K	0.1%
Calvert Research and Management Calvert International Responsible Index Fund	Other securities	—	—	$3K	<0.1%
various dates, secured by participant account balances	Other securities	—	—	$3K	<0.1%
Fidelity Investments Fidelity Advisor New Insights Fund	Other securities	—	—	$3K	<0.1%
Money market fund Vanguard Treasury Money Market Fund	Cash / Money Market	—	—	$1K	<0.1%