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EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OUTREACH DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:OUTREACH DEVELOPMENT CORPORATION
Employer identification number (EIN):112518262
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about OUTREACH DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-05-09
Company Identification Number: 555826
Legal Registered Office Address: 117-11 myrtle ave
Nassau
RICHMOND HILL
United States of America (USA)
11418

More information about OUTREACH DEVELOPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION

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
0012018-07-01
0012017-07-01
0012016-07-01ANTHONY CROCE ANTHONY CROCE2018-04-12
0012015-07-01ANTHONY CROCE ANTHONY CROCE2017-04-13
0012014-07-01ANTHONY CROCE ANTHONY CROCE2016-04-14
0012013-07-01ANTHONY CROCE ANTHONY CROCE2015-04-07
0012012-07-01ANTHONY CROCE ANTHONY CROCE2014-04-11
0012011-07-01ANTHONY CROCE ANTHONY CROCE2013-04-12
0012009-07-01ANTHONY CROCE
0012009-07-01 ANTHONY CROCE2011-03-04

Plan Statistics for EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION

Measure Date Value
2021: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-07-01277
Total number of active participants reported on line 7a of the Form 55002021-07-01176
Number of other retired or separated participants entitled to future benefits2021-07-0191
Total of all active and inactive participants2021-07-01267
Total participants2021-07-01267
Number of participants with account balances2021-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0112
2020: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-07-01247
Total number of active participants reported on line 7a of the Form 55002020-07-01203
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0174
Total of all active and inactive participants2020-07-01277
Total participants2020-07-01277
Number of participants with account balances2020-07-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-07-01224
Total number of active participants reported on line 7a of the Form 55002019-07-01184
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0163
Total of all active and inactive participants2019-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01247
Number of participants with account balances2019-07-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-07-01195
Total number of active participants reported on line 7a of the Form 55002018-07-01165
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0159
Total of all active and inactive participants2018-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01224
Number of participants with account balances2018-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
2017: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-07-0115
Total number of active participants reported on line 7a of the Form 55002017-07-01144
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0151
Total of all active and inactive participants2017-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01195
Number of participants with account balances2017-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0115
2016: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-07-01174
Total number of active participants reported on line 7a of the Form 55002016-07-01140
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01185
Number of participants with account balances2016-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-07-01175
Total number of active participants reported on line 7a of the Form 55002015-07-01131
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01174
Number of participants with account balances2015-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-07-01176
Total number of active participants reported on line 7a of the Form 55002014-07-01125
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0150
Total of all active and inactive participants2014-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01175
Number of participants with account balances2014-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-07-01169
Total number of active participants reported on line 7a of the Form 55002013-07-01139
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0137
Total of all active and inactive participants2013-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01176
Number of participants with account balances2013-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-07-01156
Total number of active participants reported on line 7a of the Form 55002012-07-01137
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0132
Total of all active and inactive participants2012-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01169
Number of participants with account balances2012-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-07-01161
Total number of active participants reported on line 7a of the Form 55002011-07-01127
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0128
Total of all active and inactive participants2011-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01156
Number of participants with account balances2011-07-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2009: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-07-01154
Total number of active participants reported on line 7a of the Form 55002009-07-01129
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0133
Total of all active and inactive participants2009-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01162
Number of participants with account balances2009-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION

Measure Date Value
2022 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$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$0
Total income from all sources (including contributions)2022-06-30$-729,729
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$675,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$672,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$724,149
Value of total assets at end of year2022-06-30$11,192,842
Value of total assets at beginning of year2022-06-30$12,597,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,557
Total interest from all sources2022-06-30$26,073
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
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,404,777
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,192,842
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,597,619
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,236,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,416,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$26,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,915,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,136,799
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$553,327
Net investment gain/loss from pooled separate accounts2022-06-30$-1,479,951
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$724,149
Employer contributions (assets) at end of year2022-06-30$40,576
Employer contributions (assets) at beginning of year2022-06-30$44,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$119,164
Contract administrator fees2022-06-30$2,557
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
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30DESIRE & COMPANY, CPAS PLLC
Accountancy firm EIN2022-06-30452845518
2021 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$3,120,277
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,905,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,902,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$763,012
Value of total assets at end of year2021-06-30$12,597,619
Value of total assets at beginning of year2021-06-30$11,382,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,678
Total interest from all sources2021-06-30$40,899
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
Funding deficiency by the employer to the plan for this plan year2021-06-30$44,175
Minimum employer required contribution for this plan year2021-06-30$761,996
Amount contributed by the employer to the plan for this plan year2021-06-30$717,821
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
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$1,214,957
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,597,619
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,382,662
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$8,416,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,356,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$40,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$4,136,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,918,838
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$1,860,162
Net investment gain/loss from pooled separate accounts2021-06-30$2,316,366
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$763,012
Employer contributions (assets) at end of year2021-06-30$44,175
Employer contributions (assets) at beginning of year2021-06-30$106,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$42,480
Contract administrator fees2021-06-30$2,678
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 name2021-06-30DESIRE & COMPANY, CPAS PLLC
Accountancy firm EIN2021-06-30452845518
2020 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$1,215,026
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$126,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$126,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$743,224
Value of total assets at end of year2020-06-30$11,377,754
Value of total assets at beginning of year2020-06-30$10,289,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$49,566
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
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$1,088,160
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,377,754
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,289,594
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$7,356,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,033,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$49,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,918,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,177,118
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$30,127
Net investment gain/loss from pooled separate accounts2020-06-30$422,236
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$743,224
Employer contributions (assets) at end of year2020-06-30$101,969
Employer contributions (assets) at beginning of year2020-06-30$79,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$96,739
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 name2020-06-30DESIRE & COMPANY, CPAS PLLC
Accountancy firm EIN2020-06-30452845518
2019 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$1,256,918
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$267,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$267,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$685,374
Value of total assets at end of year2019-06-30$10,289,594
Value of total assets at beginning of year2019-06-30$9,300,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$41,558
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
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$697,113
Amount contributed by the employer to the plan for this plan year2019-06-30$697,113
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
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$989,057
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,289,594
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,300,537
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$7,033,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,384,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$41,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,177,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,902,749
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$228,518
Net investment gain/loss from pooled separate accounts2019-06-30$529,986
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 contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$685,374
Employer contributions (assets) at end of year2019-06-30$79,190
Employer contributions (assets) at beginning of year2019-06-30$13,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$39,343
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 name2019-06-30DESIRE & COMPANY, CPAS PLLC
Accountancy firm EIN2019-06-30452845518
2018 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$1,234,795
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$376,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$375,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$625,575
Value of total assets at end of year2018-06-30$9,300,537
Value of total assets at beginning of year2018-06-30$8,441,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,045
Total interest from all sources2018-06-30$27,905
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
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$654,915
Amount contributed by the employer to the plan for this plan year2018-06-30$654,915
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$1,045
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$858,627
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,300,537
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,441,910
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$6,384,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,654,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$27,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,902,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,725,788
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$270,272
Net investment gain/loss from pooled separate accounts2018-06-30$581,315
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 contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$625,575
Employer contributions (assets) at end of year2018-06-30$13,524
Employer contributions (assets) at beginning of year2018-06-30$61,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$104,851
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 name2018-06-30DESIRE & COMPANY, CPAS PLLC
Accountancy firm EIN2018-06-30452845518
2017 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$1,341,062
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$656,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$653,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$591,356
Value of total assets at end of year2017-06-30$8,441,910
Value of total assets at beginning of year2017-06-30$7,757,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,370
Total interest from all sources2017-06-30$27,694
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
Administrative expenses (other) incurred2017-06-30$2,370
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$684,857
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,441,910
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,757,053
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$5,654,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,910,490
Interest earned on other investments2017-06-30$27,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,725,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,786,340
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$208,536
Net investment gain/loss from pooled separate accounts2017-06-30$722,012
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$591,356
Employer contributions (assets) at end of year2017-06-30$61,560
Employer contributions (assets) at beginning of year2017-06-30$60,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$445,299
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 name2017-06-30MARKS PANETH, LLP
Accountancy firm EIN2017-06-30113518842
2016 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$535,783
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$656,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$654,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$559,385
Value of total assets at end of year2016-06-30$7,757,053
Value of total assets at beginning of year2016-06-30$7,878,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,420
Total interest from all sources2016-06-30$27,804
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
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$566,965
Amount contributed by the employer to the plan for this plan year2016-06-30$566,965
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$4
Administrative expenses (other) incurred2016-06-30$2,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-120,952
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,757,053
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,878,005
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$4,910,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,989,794
Interest earned on other investments2016-06-30$27,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,786,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,841,159
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$451,212
Net investment gain/loss from pooled separate accounts2016-06-30$-51,410
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$559,385
Employer contributions (assets) at end of year2016-06-30$60,223
Employer contributions (assets) at beginning of year2016-06-30$47,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$203,103
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 name2016-06-30MARKS PANETH, LLP
Accountancy firm EIN2016-06-30113518842
2015 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$817,889
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$122,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$121,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$549,365
Value of total assets at end of year2015-06-30$7,878,005
Value of total assets at beginning of year2015-06-30$7,182,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$350
Total interest from all sources2015-06-30$27,264
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
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$563,160
Amount contributed by the employer to the plan for this plan year2015-06-30$563,160
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$350
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$695,701
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,878,005
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,182,304
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$4,989,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,442,097
Interest earned on other investments2015-06-30$27,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,841,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,692,046
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$15,670
Net investment gain/loss from pooled separate accounts2015-06-30$241,260
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$549,365
Employer contributions (assets) at end of year2015-06-30$47,052
Employer contributions (assets) at beginning of year2015-06-30$48,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$106,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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 name2015-06-30MARKS PANETH, LLP
Accountancy firm EIN2015-06-30113518842
2014 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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$1,294,991
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$188,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$174,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$565,085
Value of total assets at end of year2014-06-30$7,182,304
Value of total assets at beginning of year2014-06-30$6,075,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,399
Total interest from all sources2014-06-30$27,314
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
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$565,085
Amount contributed by the employer to the plan for this plan year2014-06-30$565,085
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$9,286
Administrative expenses (other) incurred2014-06-30$13,399
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$1,106,670
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,182,304
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,075,634
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$4,442,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,318,771
Interest earned on other investments2014-06-30$27,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,692,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,711,778
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$95,981
Net investment gain/loss from pooled separate accounts2014-06-30$693,306
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$565,085
Employer contributions (assets) at end of year2014-06-30$48,161
Employer contributions (assets) at beginning of year2014-06-30$45,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$78,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30MARKS, PANETH, LLP
Accountancy firm EIN2014-06-30113518842
2013 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$997,714
Total of all expenses incurred2013-06-30$154,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$131,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$529,105
Value of total assets at end of year2013-06-30$6,075,634
Value of total assets at beginning of year2013-06-30$5,231,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,222
Total interest from all sources2013-06-30$35,427
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
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$529,105
Amount contributed by the employer to the plan for this plan year2013-06-30$529,105
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$9,726
Administrative expenses (other) incurred2013-06-30$22,222
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$843,684
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,075,634
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,231,950
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$3,318,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,664,087
Interest earned on other investments2013-06-30$35,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,711,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,499,411
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$104,835
Net investment gain/loss from pooled separate accounts2013-06-30$423,456
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$529,105
Employer contributions (assets) at end of year2013-06-30$45,085
Employer contributions (assets) at beginning of year2013-06-30$68,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$26,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30MARKS, PANETH & SHRON, LLP
Accountancy firm EIN2013-06-30113518842
2012 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$577,415
Total of all expenses incurred2012-06-30$297,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$274,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$510,539
Value of total assets at end of year2012-06-30$5,231,950
Value of total assets at beginning of year2012-06-30$4,952,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$23,512
Total interest from all sources2012-06-30$45,642
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
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$510,539
Amount contributed by the employer to the plan for this plan year2012-06-30$510,539
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$11,917
Administrative expenses (other) incurred2012-06-30$23,512
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
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$279,788
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,231,950
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,952,162
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$2,664,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,480,962
Interest earned on other investments2012-06-30$45,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,499,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,402,010
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$264,372
Net investment gain/loss from pooled separate accounts2012-06-30$9,317
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$510,539
Employer contributions (assets) at end of year2012-06-30$68,452
Employer contributions (assets) at beginning of year2012-06-30$69,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$9,743
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 name2012-06-30MARKS, PANETH & SHRON, LLP
Accountancy firm EIN2012-06-30113518842
2011 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,106,846
Total of all expenses incurred2011-06-30$504,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$489,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$493,810
Value of total assets at end of year2011-06-30$4,952,162
Value of total assets at beginning of year2011-06-30$4,349,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,657
Total interest from all sources2011-06-30$54,379
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
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$506,142
Amount contributed by the employer to the plan for this plan year2011-06-30$506,142
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$7,420
Administrative expenses (other) incurred2011-06-30$14,657
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
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$602,473
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,952,162
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,349,689
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$2,480,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,932,987
Interest earned on other investments2011-06-30$54,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,402,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,353,657
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$481,067
Net investment gain/loss from pooled separate accounts2011-06-30$551,237
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$493,810
Employer contributions (assets) at end of year2011-06-30$69,190
Employer contributions (assets) at beginning of year2011-06-30$63,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$8,649
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 name2011-06-30MARKS, PANETH & SHRON, LLP
Accountancy firm EIN2011-06-30113518842
2010 : EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$443,097
Amount contributed by the employer to the plan for this plan year2010-06-30$443,097

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION

2021: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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 benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 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
2009: EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
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 number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered176
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,923
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered266
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 $0
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 fees0
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered277
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 $1,237
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 fees1237
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered203
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,776
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 number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered184
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,121
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered247
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 $1,186
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 fees1186
Additional information about fees paid to insurance brokerPORTION OF THE INCENTIVE COMPENSATION PROGRAM.
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered224
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 $2,592
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 fees2592
Additional information about fees paid to insurance brokerPORTION OF THE INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered165
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,699
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered195
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,623
Total amount of fees paid to insurance companyUSD $0
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 number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered144
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,357
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 number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered128
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,406
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered174
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 $568
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 Administration0
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 fees568
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE BASED COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered124
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 $0
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 Administration0
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
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,529
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered175
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 $833
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 Administration0
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 fees833
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered138
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 $0
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 Administration0
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
Welfare Benefit Premiums Paid to CarrierUSD $7,739
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered176
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 $593
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 Administration0
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 fees593
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA QUEENS REGIONAL O
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered169
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 $574
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 Administration0
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 fees191
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameSUSAN JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered137
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 $0
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 Administration0
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
Welfare Benefit Premiums Paid to CarrierUSD $7,719
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered126
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 $0
Welfare Benefit Premiums Paid to CarrierUSD $6,521
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 number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered156
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 $1,585
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053487-K
Policy instance 2
Insurance contract or identification number053487-K
Number of Individuals Covered122
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 $0
Welfare Benefit Premiums Paid to CarrierUSD $6,767
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 number053487-K
Policy instance 1
Insurance contract or identification number053487-K
Number of Individuals Covered181
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 $772
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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