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403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE
Plan identification number 003

403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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.
  • 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

COMMUNITY CARE ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY CARE ALLIANCE
Employer identification number (EIN):050312278
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COMMUNITY CARE ALLIANCE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2015-11-03
Company Identification Number: 603557042
Legal Registered Office Address: 2240 214TH PL SW

BRIER
United States of America (USA)
980368913

More information about COMMUNITY CARE ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01

Plan Statistics for 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE

Measure Date Value
2022: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2022 401k membership
Total participants, beginning-of-year2022-01-01601
Total number of active participants reported on line 7a of the Form 55002022-01-01539
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01675
Number of participants with account balances2022-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2021 401k membership
Total participants, beginning-of-year2021-01-01476
Total number of active participants reported on line 7a of the Form 55002021-01-01456
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01601
Number of participants with account balances2021-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01345
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01476
Number of participants with account balances2020-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2019 401k membership
Total participants, beginning-of-year2019-01-01454
Total number of active participants reported on line 7a of the Form 55002019-01-01349
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01458
Number of participants with account balances2019-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2018 401k membership
Total participants, beginning-of-year2018-01-01403
Total number of active participants reported on line 7a of the Form 55002018-01-01302
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01421
Number of participants with account balances2018-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2017 401k membership
Total participants, beginning-of-year2017-01-01363
Total number of active participants reported on line 7a of the Form 55002017-01-01285
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01403
Number of participants with account balances2017-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2016 401k membership
Total participants, beginning-of-year2016-01-01361
Total number of active participants reported on line 7a of the Form 55002016-01-01270
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01363
Number of participants with account balances2016-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE

Measure Date Value
2022 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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$0
Total income from all sources (including contributions)2022-12-31$-1,158,180
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,091,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,088,915
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,756,829
Value of total assets at end of year2022-12-31$18,479,405
Value of total assets at beginning of year2022-12-31$21,729,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,927
Total interest from all sources2022-12-31$4,195
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$926,069
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$24,960
Assets. Other investments not covered elsewhere at end of year2022-12-31$563,165
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$563,165
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$661,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$347,603
Administrative expenses (other) incurred2022-12-31$2,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,250,022
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,479,405
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,729,427
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$386,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$657,945
Value of interest in pooled separate accounts at end of year2022-12-31$15,716,137
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,844,628
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$4,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,813,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,632,673
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,919,204
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$169,562
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$6,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,741,312
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 name2022-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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$3,803,746
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,434,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,429,899
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,277,683
Value of total assets at end of year2021-12-31$21,729,427
Value of total assets at beginning of year2021-12-31$19,360,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,476
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$22,060
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$854,254
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$24,960
Participant contributions at beginning of year2021-12-31$41,433
Assets. Other investments not covered elsewhere at end of year2021-12-31$563,165
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$475,704
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$253,467
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$4,476
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$2,369,371
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,729,427
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,360,056
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$657,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$573,182
Value of interest in pooled separate accounts at end of year2021-12-31$18,844,628
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,683,071
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,632,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,579,039
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,504,003
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$169,962
Employer contributions (assets) at end of year2021-12-31$6,056
Employer contributions (assets) at beginning of year2021-12-31$7,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,429,899
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 name2021-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2021-12-31050409384
2020 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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$3,970,500
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$945,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$928,147
Expenses. Certain deemed distributions of participant loans2020-12-31$12,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,833,524
Value of total assets at end of year2020-12-31$19,360,056
Value of total assets at beginning of year2020-12-31$16,334,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,476
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,643
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$838,955
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$41,433
Participant contributions at beginning of year2020-12-31$23,115
Assets. Other investments not covered elsewhere at end of year2020-12-31$475,704
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$475,036
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$815,045
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,476
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$3,025,238
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,360,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,334,818
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$573,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$503,692
Value of interest in pooled separate accounts at end of year2020-12-31$16,683,071
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,252,492
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,579,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,073,657
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,511
Net investment gain/loss from pooled separate accounts2020-12-31$2,064,822
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$179,524
Employer contributions (assets) at end of year2020-12-31$7,627
Employer contributions (assets) at beginning of year2020-12-31$6,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$928,147
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 name2020-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2020-12-31050409384
2019 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$457,713
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$4,401,954
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$877,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$867,794
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,815,834
Value of total assets at end of year2019-12-31$16,334,818
Value of total assets at beginning of year2019-12-31$12,352,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,772
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,970
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$798,843
Participant contributions at end of year2019-12-31$23,115
Participant contributions at beginning of year2019-12-31$23,660
Assets. Other investments not covered elsewhere at end of year2019-12-31$475,036
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$318,759
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$828,781
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$9,772
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$3,524,388
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,334,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,352,717
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$503,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$410,220
Value of interest in pooled separate accounts at end of year2019-12-31$14,252,492
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,611,375
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,073,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$981,831
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$95,596
Net investment gain/loss from pooled separate accounts2019-12-31$2,481,554
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$188,210
Employer contributions (assets) at end of year2019-12-31$6,826
Employer contributions (assets) at beginning of year2019-12-31$6,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$867,794
Contract administrator fees2019-12-31$0
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 name2019-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2019-12-31050409384
2018 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$385,324
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$585,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$581,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,135,620
Value of total assets at end of year2018-12-31$12,011,047
Value of total assets at beginning of year2018-12-31$12,211,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,924
Total interest from all sources2018-12-31$8,846
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$654,954
Participant contributions at end of year2018-12-31$23,660
Participant contributions at beginning of year2018-12-31$23,043
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$304,428
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-200,289
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,011,047
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,211,336
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$410,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$439,883
Value of interest in pooled separate accounts at end of year2018-12-31$10,611,375
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,976,581
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$8,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$958,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$765,519
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,366
Net investment gain/loss from pooled separate accounts2018-12-31$-761,508
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$176,238
Employer contributions (assets) at end of year2018-12-31$6,872
Employer contributions (assets) at beginning of year2018-12-31$6,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$581,689
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KAHN, LITWIN, RENZA & CO. LTD
Accountancy firm EIN2018-12-31050409384
2017 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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$2,258,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$484,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$477,075
Expenses. Certain deemed distributions of participant loans2017-12-31$4,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,009,552
Value of total assets at end of year2017-12-31$10,665,196
Value of total assets at beginning of year2017-12-31$8,891,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,929
Total interest from all sources2017-12-31$6,263
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 bond2017-12-31No
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$612,862
Participant contributions at end of year2017-12-31$70,661
Participant contributions at beginning of year2017-12-31$79,105
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$229,804
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,929
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$1,773,414
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,665,196
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,891,782
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$9,997,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,275,145
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$6,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$597,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$537,532
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,242,579
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$166,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$477,075
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KAHN, LITWIN, RENZA & CO, LTD
Accountancy firm EIN2017-12-31050409384
2016 : 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 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$1,795,864
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$705,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$702,625
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,160,184
Value of total assets at end of year2016-12-31$8,891,782
Value of total assets at beginning of year2016-12-31$7,801,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,024
Total interest from all sources2016-12-31$6,237
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 bond2016-12-31No
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$652,969
Participant contributions at end of year2016-12-31$79,105
Participant contributions at beginning of year2016-12-31$75,071
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$336,750
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$3,024
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$1,090,215
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,891,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,801,567
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$8,275,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,094,503
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$6,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$537,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$631,993
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$629,443
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$170,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$702,625
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
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KAHN, LITWIN, RENZA & CO, LTD
Accountancy firm EIN2016-12-31050409384

Form 5500 Responses for 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE

2022: 403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
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 OF COMMUNITY CARE ALLIANCE 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
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 OF COMMUNITY CARE ALLIANCE 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 OF COMMUNITY CARE ALLIANCE 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 OF COMMUNITY CARE ALLIANCE 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 OF COMMUNITY CARE ALLIANCE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 OF COMMUNITY CARE ALLIANCE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered675
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 $5,142
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 fees5142
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered601
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 $3,963
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 fees3963
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered476
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 $3,963
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 fees3963
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered458
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 $5,353
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 fees5353
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered421
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 $4,139
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 fees4139
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered403
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 $2,450
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 fees2450
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 number001016I
Policy instance 1
Insurance contract or identification number001016I
Number of Individuals Covered363
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,304
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 fees3304
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3

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