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403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.
Plan identification number 003

403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VALLEY OPPORTUNITY COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:VALLEY OPPORTUNITY COUNCIL, INC.
Employer identification number (EIN):042692763
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01STEPHEN HUNTLEY STEPHEN HUNTLEY2018-07-31
0032016-01-01STEPHEN HUNTLEY
0032015-01-01STEPHEN HUNTLEY
0032014-01-01STEPHEN HUNTLEY
0032013-01-01STEPHEN HUNTLEY
0032012-01-01STEPHEN HUNTLEY
0032011-01-01STEPHEN HUNTLEY
0032009-01-01STEPHEN HUNTLEY
0032009-01-01STEPHEN HUNTLEY
0032007-01-01SUSAN JABLONSKI

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01380
Total number of active participants reported on line 7a of the Form 55002022-01-01268
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01471
Number of participants with account balances2022-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01417
Total number of active participants reported on line 7a of the Form 55002021-01-01243
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01380
Number of participants with account balances2021-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01297
Number of participants with account balances2020-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01347
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01314
Number of participants with account balances2019-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01347
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-01257
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01318
Number of participants with account balances2017-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01261
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01261
Number of participants with account balances2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01187
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01238
Number of participants with account balances2014-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01169
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01209
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01199
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01204
Number of participants with account balances2012-01-01204
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01199
Number of participants with account balances2011-01-01198
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01165
Number of participants with account balances2009-01-01165

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$156,627
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$251,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$248,464
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,100,991
Value of total assets at end of year2022-12-31$6,212,713
Value of total assets at beginning of year2022-12-31$6,308,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,495
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$291,569
Participant contributions at end of year2022-12-31$9,937
Participant contributions at beginning of year2022-12-31$10,153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,094
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-95,332
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,212,713
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,308,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,751,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,002,285
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,442,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,287,824
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-944,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$807,328
Employer contributions (assets) at end of year2022-12-31$9,593
Employer contributions (assets) at beginning of year2022-12-31$7,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$248,464
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITTLESEY, PC
Accountancy firm EIN2022-12-31060903326
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,253,325
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$884,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$879,962
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$409,648
Value of total assets at end of year2021-12-31$6,308,045
Value of total assets at beginning of year2021-12-31$5,938,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,086
Total interest from all sources2021-12-31$13,497
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$234,112
Participant contributions at end of year2021-12-31$10,153
Participant contributions at beginning of year2021-12-31$15,628
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,027
Administrative expenses (other) incurred2021-12-31$4,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$369,277
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,308,045
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,938,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,002,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,533,682
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$13,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,287,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,373,687
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$830,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$168,509
Employer contributions (assets) at end of year2021-12-31$7,783
Employer contributions (assets) at beginning of year2021-12-31$15,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$879,962
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITTLESEY PC
Accountancy firm EIN2021-12-31060903326
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$1,106,128
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$335,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$332,013
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$397,508
Value of total assets at end of year2020-12-31$5,938,768
Value of total assets at beginning of year2020-12-31$5,168,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,721
Total interest from all sources2020-12-31$13,299
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$204,682
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$15,628
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$770,394
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,938,768
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,168,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,533,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,898,224
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$13,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,373,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,270,150
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$695,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$192,826
Employer contributions (assets) at end of year2020-12-31$15,771
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$332,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHITTLSEY PC
Accountancy firm EIN2020-12-31060903326
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$1,123,043
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$279,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,824
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$358,495
Value of total assets at end of year2019-12-31$5,168,374
Value of total assets at beginning of year2019-12-31$4,324,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,352
Total interest from all sources2019-12-31$22,243
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$432,451
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$179,145
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,864
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$843,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,168,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,324,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,898,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,935,905
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$22,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,270,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,388,602
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$742,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$177,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,824
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITTLESEY PC
Accountancy firm EIN2019-12-31060903326
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning 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$128,027
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$562,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$559,783
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$366,395
Value of total assets at end of year2018-12-31$4,324,507
Value of total assets at beginning of year2018-12-31$4,759,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,000
Total interest from all sources2018-12-31$13,545
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$475,927
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$179,018
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,024
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-434,756
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,324,507
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,759,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,935,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,372,215
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$13,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,388,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,387,048
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-251,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$178,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$559,783
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITTLESEY PC
Accountancy firm EIN2018-12-31060903326
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$960,516
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$763,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$760,932
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$380,178
Value of total assets at end of year2017-12-31$4,759,263
Value of total assets at beginning of year2017-12-31$4,562,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,783
Total interest from all sources2017-12-31$14,218
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$456,246
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$192,408
Participant contributions at beginning of year2017-12-31$172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,983
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$196,801
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,759,263
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,562,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,372,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,047,706
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$14,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,387,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,514,230
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$566,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$168,787
Employer contributions (assets) at beginning of year2017-12-31$354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$760,932
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITTLESEY PC
Accountancy firm EIN2017-12-31060903326
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$722,571
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$238,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$231,882
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$425,790
Value of total assets at end of year2016-12-31$4,562,462
Value of total assets at beginning of year2016-12-31$4,078,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,968
Total interest from all sources2016-12-31$13,212
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$193,791
Participant contributions at end of year2016-12-31$172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,505
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$6,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$483,721
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,562,462
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,078,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,047,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,872,477
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$13,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,514,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,206,264
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$283,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$156,494
Employer contributions (assets) at end of year2016-12-31$354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$231,882
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2016-12-31060903326
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$304,041
Total of all expenses incurred2015-12-31$398,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$395,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$310,188
Value of total assets at end of year2015-12-31$4,078,741
Value of total assets at beginning of year2015-12-31$4,172,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,991
Total interest from all sources2015-12-31$12,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$417,277
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$166,555
Administrative expenses (other) incurred2015-12-31$2,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,025
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,078,741
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,172,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,872,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,821,139
Interest earned on other investments2015-12-31$12,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,206,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,351,627
Net investment gain/loss from pooled separate accounts2015-12-31$-18,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$143,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$395,075
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2015-12-31060903326
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$512,524
Total of all expenses incurred2014-12-31$214,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$209,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$308,490
Value of total assets at end of year2014-12-31$4,172,766
Value of total assets at beginning of year2014-12-31$3,874,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,353
Total interest from all sources2014-12-31$13,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$387,429
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,698
Administrative expenses (other) incurred2014-12-31$4,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$298,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,172,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,874,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,821,139
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,509,132
Interest earned on other investments2014-12-31$13,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,351,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,365,155
Net investment gain/loss from pooled separate accounts2014-12-31$190,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$140,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$209,692
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2014-12-31060903326
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$882,105
Total of all expenses incurred2013-12-31$369,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$364,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$365,954
Value of total assets at end of year2013-12-31$3,874,287
Value of total assets at beginning of year2013-12-31$3,361,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,329
Total interest from all sources2013-12-31$15,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$336,195
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$173,901
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$6,359
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$52,616
Administrative expenses (other) incurred2013-12-31$5,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$512,334
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,874,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,361,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,509,132
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,881,937
Interest earned on other investments2013-12-31$15,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,365,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,468,468
Net investment gain/loss from pooled separate accounts2013-12-31$500,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$139,437
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$364,442
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LESTER HALPERN & COMPANY P.C.
Accountancy firm EIN2013-12-31042653334
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$568,582
Total of all expenses incurred2012-12-31$430,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$429,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$325,547
Value of total assets at end of year2012-12-31$3,361,953
Value of total assets at beginning of year2012-12-31$3,224,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,363
Total interest from all sources2012-12-31$23,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$322,419
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$161,395
Participant contributions at end of year2012-12-31$6,359
Participant contributions at beginning of year2012-12-31$6,593
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,739
Administrative expenses (other) incurred2012-12-31$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$137,763
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,361,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,224,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,881,937
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,738,742
Interest earned on other investments2012-12-31$23,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,468,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,474,275
Net investment gain/loss from pooled separate accounts2012-12-31$219,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$146,413
Employer contributions (assets) at end of year2012-12-31$5,189
Employer contributions (assets) at beginning of year2012-12-31$4,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$429,456
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LESTER HALPERN & COMPANY P.C.
Accountancy firm EIN2012-12-31042653334
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$263,537
Total of all expenses incurred2011-12-31$195,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$194,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,200
Value of total assets at end of year2011-12-31$3,224,190
Value of total assets at beginning of year2011-12-31$3,155,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$859
Total interest from all sources2011-12-31$28,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$315,586
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$173,890
Participant contributions at end of year2011-12-31$6,593
Participant contributions at beginning of year2011-12-31$6,678
Administrative expenses (other) incurred2011-12-31$859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$68,335
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,224,190
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,155,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,738,742
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,718,961
Interest earned on other investments2011-12-31$28,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,474,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,425,609
Net investment gain/loss from pooled separate accounts2011-12-31$-62,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$123,310
Employer contributions (assets) at end of year2011-12-31$4,580
Employer contributions (assets) at beginning of year2011-12-31$4,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$194,343
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LESTER HALPERN & COMPANY P.C.
Accountancy firm EIN2011-12-31042653334
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$578,422
Total of all expenses incurred2010-12-31$165,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$322,811
Value of total assets at end of year2010-12-31$3,155,855
Value of total assets at beginning of year2010-12-31$2,743,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,984
Total interest from all sources2010-12-31$39,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$170,205
Participant contributions at end of year2010-12-31$6,678
Participant contributions at beginning of year2010-12-31$6,420
Administrative expenses (other) incurred2010-12-31$1,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$412,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,155,855
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,743,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,718,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,313,754
Value of interest in pooled separate accounts at end of year2010-12-31$1,718,961
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,313,754
Interest earned on other investments2010-12-31$39,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,425,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,418,665
Net investment gain/loss from pooled separate accounts2010-12-31$216,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$152,606
Employer contributions (assets) at end of year2010-12-31$4,607
Employer contributions (assets) at beginning of year2010-12-31$4,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,584
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LESTER HALPERN & COMPANY P.C.
Accountancy firm EIN2010-12-31042653334
2009 : 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC.

2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230
Policy instance 1
Insurance contract or identification number020230
Number of Individuals Covered471
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,216
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230G
Policy instance 1
Insurance contract or identification number020230G
Number of Individuals Covered380
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,257
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1257
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230G
Policy instance 1
Insurance contract or identification number020230G
Number of Individuals Covered417
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,257
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1257
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230G
Policy instance 1
Insurance contract or identification number020230G
Number of Individuals Covered429
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $429
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees429
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230G
Policy instance 1
Insurance contract or identification number020230G
Number of Individuals Covered362
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,936
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1936
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230G
Policy instance 1
Insurance contract or identification number020230G
Number of Individuals Covered318
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $968
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees968
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered261
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $247
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees247
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered238
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $441
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees441
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered209
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $973
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees973
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $296
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees118
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered199
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $492
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020230-G
Policy instance 1
Insurance contract or identification number020230-G
Number of Individuals Covered190
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $302
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees154
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameLOUIS S. MARCHETTI, JR

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