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EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RESIDENTIAL MANAGEMENT SERVICES, IN C. has sponsored the creation of one or more 401k plans.

Company Name:RESIDENTIAL MANAGEMENT SERVICES, IN C.
Employer identification number (EIN):061031971
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01DONNA MARLOW DONNA MARLOW2018-04-17
0012016-07-01 DONNA MARLOW2018-04-13
0012015-07-01DONNA MARLOW DONNA MARLOW2017-04-12
0012014-07-01DONNA MARLOW
0012013-07-01DONNA MARLOW DONNA MARLOW2015-04-09
0012012-07-01DONNA MARLOW DONNA MARLOW2014-04-14
0012011-07-01DONNA MARLOW DONNA MARLOW2013-04-11
0012010-07-01DONNA MARLOW DONNA MARLOW2012-04-03
0012009-07-01DONNA MARLOW DONNA MARLOW2011-04-05

Plan Statistics for EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01582
Total number of active participants reported on line 7a of the Form 55002021-07-01472
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01202
Total of all active and inactive participants2021-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01674
Number of participants with account balances2021-07-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0115
2020: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01691
Total number of active participants reported on line 7a of the Form 55002020-07-01501
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01159
Total of all active and inactive participants2020-07-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01663
Number of participants with account balances2020-07-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0135
2019: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01432
Total number of active participants reported on line 7a of the Form 55002019-07-01550
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01139
Total of all active and inactive participants2019-07-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01691
Number of participants with account balances2019-07-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0126
2018: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01554
Total number of active participants reported on line 7a of the Form 55002018-07-01308
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01124
Total of all active and inactive participants2018-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01432
Number of participants with account balances2018-07-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0126
2017: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01368
Total number of active participants reported on line 7a of the Form 55002017-07-01439
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01114
Total of all active and inactive participants2017-07-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01554
Number of participants with account balances2017-07-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0121
2016: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01306
Total number of active participants reported on line 7a of the Form 55002016-07-01269
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0198
Total of all active and inactive participants2016-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01368
Number of participants with account balances2016-07-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0119
2015: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01343
Total number of active participants reported on line 7a of the Form 55002015-07-01452
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0194
Total of all active and inactive participants2015-07-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01548
Number of participants with account balances2015-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0134
2014: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01504
Total number of active participants reported on line 7a of the Form 55002014-07-01247
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0195
Total of all active and inactive participants2014-07-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01343
Number of participants with account balances2014-07-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01358
Total number of active participants reported on line 7a of the Form 55002013-07-01405
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0197
Total of all active and inactive participants2013-07-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01504
Number of participants with account balances2013-07-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0123
2012: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01356
Total number of active participants reported on line 7a of the Form 55002012-07-01325
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0180
Total of all active and inactive participants2012-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01406
Number of participants with account balances2012-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0113
2011: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01344
Total number of active participants reported on line 7a of the Form 55002011-07-01405
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0189
Total of all active and inactive participants2011-07-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01494
Number of participants with account balances2011-07-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0115
2010: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01320
Total number of active participants reported on line 7a of the Form 55002010-07-01260
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0183
Total of all active and inactive participants2010-07-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01344
Number of participants with account balances2010-07-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0114
2009: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01310
Total number of active participants reported on line 7a of the Form 55002009-07-01254
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0166
Total of all active and inactive participants2009-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01320
Number of participants with account balances2009-07-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0119

Financial Data on EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$1,877,643
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,652,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,643,220
Expenses. Certain deemed distributions of participant loans2022-06-30$2,882
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,908,414
Value of total assets at end of year2022-06-30$12,352,804
Value of total assets at beginning of year2022-06-30$13,127,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,717
Total interest from all sources2022-06-30$22,608
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$288,094
Participant contributions at end of year2022-06-30$273,093
Participant contributions at beginning of year2022-06-30$178,331
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$7,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$6,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-775,176
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,352,804
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,127,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,338,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,551,962
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$2,885
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$19,723
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,740,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,397,687
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-53,379
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,612,681
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,643,220
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Accountancy firm name2022-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI
Accountancy firm EIN2022-06-30060971998
2021 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,257,985
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$556,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$549,910
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,788,890
Value of total assets at end of year2021-06-30$13,127,980
Value of total assets at beginning of year2021-06-30$9,426,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,077
Total interest from all sources2021-06-30$41,312
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$261,973
Participant contributions at end of year2021-06-30$178,331
Participant contributions at beginning of year2021-06-30$205,311
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$134,417
Other income not declared elsewhere2021-06-30$2,689
Administrative expenses (other) incurred2021-06-30$7,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,700,998
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,127,980
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,426,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,551,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,334,789
Interest on participant loans2021-06-30$9,883
Interest earned on other investments2021-06-30$31,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,397,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,886,882
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$2,425,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,392,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$549,910
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GUILMARTIN DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2021-06-30060971998
2020 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,899,110
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$455,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$448,989
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,445,876
Value of total assets at end of year2020-06-30$9,426,982
Value of total assets at beginning of year2020-06-30$7,983,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$6,506
Total interest from all sources2020-06-30$47,547
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$213,456
Participant contributions at end of year2020-06-30$205,311
Participant contributions at beginning of year2020-06-30$218,809
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$75,972
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$6,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,443,615
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,426,982
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,983,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,334,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,281,911
Interest on participant loans2020-06-30$11,984
Interest earned on other investments2020-06-30$35,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,886,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,482,647
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$405,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,156,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$448,989
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GUILMARTIN DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2020-06-30060971998
2019 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,409,714
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$348,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$339,727
Expenses. Certain deemed distributions of participant loans2019-06-30$2,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,045,611
Value of total assets at end of year2019-06-30$7,983,367
Value of total assets at beginning of year2019-06-30$6,922,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$6,353
Total interest from all sources2019-06-30$41,976
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$193,467
Participant contributions at end of year2019-06-30$218,809
Participant contributions at beginning of year2019-06-30$152,247
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$13,744
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$6,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,060,925
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,983,367
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,922,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,281,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,595,793
Interest on participant loans2019-06-30$9,555
Interest earned on other investments2019-06-30$32,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,482,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,174,402
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$322,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$838,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$339,727
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GUILMARTIN DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2019-06-30060971998
2018 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,633,351
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$691,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$685,394
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,153,192
Value of total assets at end of year2018-06-30$6,922,442
Value of total assets at beginning of year2018-06-30$5,980,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,954
Total interest from all sources2018-06-30$24,578
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$181,774
Participant contributions at end of year2018-06-30$152,246
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$5,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$942,003
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,922,442
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,980,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,595,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,846,894
Interest on participant loans2018-06-30$2,325
Interest earned on other investments2018-06-30$22,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,174,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,133,545
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$455,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$971,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$685,394
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GUILMARTIN, DIPIRO,& SOKOLOWSKI LLC
Accountancy firm EIN2018-06-30060971998
2017 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,129,795
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$380,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$375,718
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$573,806
Value of total assets at end of year2017-06-30$5,980,439
Value of total assets at beginning of year2017-06-30$5,231,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,169
Total interest from all sources2017-06-30$20,900
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$162,445
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,361
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$5,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$748,908
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,980,439
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,231,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,846,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,219,340
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$20,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,133,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,012,191
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$535,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$410,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$375,718
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2017-06-30060971998
2016 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$101,926
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$655,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$650,409
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$140,239
Value of total assets at end of year2016-06-30$5,231,531
Value of total assets at beginning of year2016-06-30$5,784,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,797
Total interest from all sources2016-06-30$20,692
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$139,957
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$282
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-553,280
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,231,531
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,784,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,219,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,622,089
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$20,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,012,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,162,722
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-59,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$650,409
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI, LL
Accountancy firm EIN2016-06-30060971998
2015 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$370,293
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$283,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$282,622
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$124,443
Value of total assets at end of year2015-06-30$5,784,811
Value of total assets at beginning of year2015-06-30$5,697,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$550
Total interest from all sources2015-06-30$21,748
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$124,443
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$1
Administrative expenses (other) incurred2015-06-30$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$87,121
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,784,811
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,697,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,622,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,451,130
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$21,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,162,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,246,560
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$224,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$282,622
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI, LL
Accountancy firm EIN2015-06-30060971998
2014 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$962,780
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$325,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$311,855
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$358,807
Value of total assets at end of year2014-06-30$5,697,690
Value of total assets at beginning of year2014-06-30$5,060,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$14,029
Total interest from all sources2014-06-30$23,399
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$114,138
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$30,921
Other income not declared elsewhere2014-06-30$1
Administrative expenses (other) incurred2014-06-30$14,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$636,896
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,697,690
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,060,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,451,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,709,072
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$23,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,246,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,351,722
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$580,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$213,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$311,855
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI,LLC
Accountancy firm EIN2014-06-30060971998
2013 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$928,461
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$507,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$473,451
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$530,775
Value of total assets at end of year2013-06-30$5,060,794
Value of total assets at beginning of year2013-06-30$4,639,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$33,742
Total interest from all sources2013-06-30$32,772
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$114,354
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$34,042
Other income not declared elsewhere2013-06-30$12,734
Administrative expenses (other) incurred2013-06-30$33,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$421,268
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,060,794
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,639,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,709,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,295,854
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$32,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,351,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,343,672
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$352,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$382,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$473,451
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2013-06-30060971998
2012 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$593,685
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$348,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$313,382
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$473,369
Value of total assets at end of year2012-06-30$4,639,526
Value of total assets at beginning of year2012-06-30$4,394,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$35,236
Total interest from all sources2012-06-30$44,121
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$102,168
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$32,885
Administrative expenses (other) incurred2012-06-30$35,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$245,067
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,639,526
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,394,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,295,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,167,115
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$44,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,343,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,227,344
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$43,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$371,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$313,382
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2012-06-30060971998
2011 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,062,981
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$389,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$349,498
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$542,616
Value of total assets at end of year2011-06-30$4,394,459
Value of total assets at beginning of year2011-06-30$3,720,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$39,900
Total interest from all sources2011-06-30$49,547
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$102,058
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$4,092
Other income not declared elsewhere2011-06-30$12,280
Administrative expenses (other) incurred2011-06-30$39,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$673,583
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,394,459
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,720,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,167,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,637,104
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$49,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,227,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,083,772
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$458,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$436,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$349,498
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2011-06-30060971998
2010 : EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

2021: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered679
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,140
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 fees4140
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered467
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $983
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 fees983
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered441
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,233
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 fees1233
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered415
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,787
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 fees5787
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered385
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,354
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered306
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $123
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees123
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered343
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $411
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees411
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered359
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,512
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees1512
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered358
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $472
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees188
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered356
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $830
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number008324K
Policy instance 1
Insurance contract or identification number008324K
Number of Individuals Covered344
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $512
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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