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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITED WAY OF WESTCHESTER AND PUTNAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Employer identification number (EIN):131997636
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1962-10-29
Company Identification Number: 151655
Legal Registered Office Address: 336 CENTRAL PARK AVE.
Westchester
WHITE PLAINS
United States of America (USA)
10606

More information about UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01CARLENE GENTILESCO2015-04-09
0012012-07-01CARLENE GENTILESCO2014-04-09
0012011-07-01CARLENE GENTILESCO
0012010-07-01CARLENE GENTILESCO
0012009-07-01CARLENE GENTILESCO
0012009-07-01CARLENE GENTILESCO

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Measure Date Value
2020: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2020 401k membership
Market value of plan assets2020-04-302,986,499
Acturial value of plan assets2020-04-303,004,959
Funding target for retired participants and beneficiaries receiving payment2020-04-300
Number of terminated vested participants2020-04-3028
Fundng target for terminated vested participants2020-04-301,281,179
Active participant vested funding target2020-04-301,056,890
Number of active participants2020-04-3011
Total funding liabilities for active participants2020-04-301,056,890
Total participant count2020-04-3039
Total funding target for all participants2020-04-302,338,069
Balance at beginning of prior year after applicable adjustments2020-04-30228,679
Prefunding balance at beginning of prior year after applicable adjustments2020-04-300
Amount remaining of carryover balance2020-04-30228,679
Amount remaining of prefunding balance2020-04-300
Present value of excess contributions2020-04-30876,903
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-30926,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-30238,078
Balance of prefunding at beginning of current year2020-04-300
Total employer contributions2020-04-300
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-300
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-305,645
Net shortfall amortization installment of oustanding balance2020-04-300
Waiver amortization installment2020-04-300
Total funding amount beforereflecting carryover/prefunding balances2020-04-300
Carryover balance elected to use to offset funding requirement2020-04-300
Prefunding balance elected to use to offset funding requirement2020-04-300
Additional cash requirement2020-04-300
Contributions allocatedtoward minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2019 401k membership
Market value of plan assets2019-06-302,154,009
Acturial value of plan assets2019-06-302,145,487
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-3039
Fundng target for terminated vested participants2019-06-301,371,821
Active participant vested funding target2019-06-301,038,106
Number of active participants2019-06-3011
Total funding liabilities for active participants2019-06-301,038,106
Total participant count2019-06-3050
Total funding target for all participants2019-06-302,409,927
Balance at beginning of prior year after applicable adjustments2019-06-30383,812
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30383,812
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3015,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3016,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-30176,895
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30228,679
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-301,006,670
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30958,974
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-306,250
Net shortfall amortization installment of oustanding balance2019-06-30493,119
Total funding amount beforereflecting carryover/prefunding balances2019-06-3082,071
Additional cash requirement2019-06-3082,071
Contributions allocatedtoward minimum required contributions for current year2019-06-30958,974
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2018 401k membership
Market value of plan assets2018-06-302,267,269
Acturial value of plan assets2018-06-302,290,436
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-3044
Fundng target for terminated vested participants2018-06-301,259,339
Active participant vested funding target2018-06-301,167,217
Number of active participants2018-06-3012
Total funding liabilities for active participants2018-06-301,167,217
Total participant count2018-06-3056
Total funding target for all participants2018-06-302,426,556
Balance at beginning of prior year after applicable adjustments2018-06-30404,675
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30404,675
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3014,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3015,791
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-3046,438
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30383,812
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3098,004
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3095,285
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-306,580
Net shortfall amortization installment of oustanding balance2018-06-30519,932
Total funding amount beforereflecting carryover/prefunding balances2018-06-3079,459
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3079,459
Contributions allocatedtoward minimum required contributions for current year2018-06-3095,285
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2017 401k membership
Market value of plan assets2017-06-302,314,173
Acturial value of plan assets2017-06-302,410,082
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-3056
Fundng target for terminated vested participants2017-06-301,301,860
Active participant vested funding target2017-06-301,128,981
Number of active participants2017-06-3012
Total funding liabilities for active participants2017-06-301,128,981
Total participant count2017-06-3068
Total funding target for all participants2017-06-302,430,841
Balance at beginning of prior year after applicable adjustments2017-06-30398,516
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-301,074
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30397,442
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30404,675
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3077,100
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3074,863
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-307,240
Net shortfall amortization installment of oustanding balance2017-06-30425,434
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3059,984
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3059,984
Contributions allocatedtoward minimum required contributions for current year2017-06-3074,863
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01101
Total number of active participants reported on line 7a of the Form 55002011-07-0125
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0173
Total of all active and inactive participants2011-07-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01106
Total number of active participants reported on line 7a of the Form 55002010-07-0130
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0171
Total of all active and inactive participants2010-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01108
Total number of active participants reported on line 7a of the Form 55002009-07-0134
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0172
Total of all active and inactive participants2009-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Measure Date Value
2012 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$164,868
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$192,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$191,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$83,525
Value of total assets at end of year2012-06-30$2,701,411
Value of total assets at beginning of year2012-06-30$2,729,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,226
Total interest from all sources2012-06-30$32,349
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$930,971
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$954,103
Other income not declared elsewhere2012-06-30$48,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-27,860
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,701,411
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,729,271
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
Interest earned on other investments2012-06-30$32,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,770,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,775,168
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$83,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$191,502
Contract administrator fees2012-06-30$1,226
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)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-06-30271728945
2011 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$357,888
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$242,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$223,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$70,675
Value of total assets at end of year2011-06-30$2,729,271
Value of total assets at beginning of year2011-06-30$2,614,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$19,526
Total interest from all sources2011-06-30$42,974
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$954,103
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$823,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$244,239
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$114,930
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,729,271
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,614,341
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 pooled separate accounts at end of year2011-06-30$954,103
Value of interest in pooled separate accounts at beginning of year2011-06-30$823,945
Interest earned on other investments2011-06-30$42,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,775,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,790,396
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$223,432
Net investment gain/loss from pooled separate accounts2011-06-30$244,239
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
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$70,675
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$19,526
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)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-06-30271728945
2010 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 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 number051513-1
Policy instance 1
Insurance contract or identification number051513-1
Number of Individuals Covered98
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 $165
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051513-1
Policy instance 1
Insurance contract or identification number051513-1
Number of Individuals Covered101
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 $165
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

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