Original filing (PDF)20251015121508NAL0002271315009

MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC.

Name: MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. — TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY INC., Form 5500 (2024)
Creator: MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC.

Form 5500

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY INC.

403(b) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

126

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC..

Plan sponsor

Name

MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC.

EIN

14-6024124

Address

73 JAMES P. KELLY WAY · MIDDLETOWN, NY · 10940

Phone

(845) 342-2400

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

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MOA TAX DEF ANNUITY MUTUAL OF AMERICA LIFE INS. COMPANY · EIN 13-1614399 / PN 001	Pooled Separate Account	$0	—

1–1 of 1

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