?>
Logo

403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION
Plan identification number 001

403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION Benefits

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

401k Sponsoring company profile

BOWERY RESIDENTS COMMITTEE INC. has sponsored the creation of one or more 401k plans.

Company Name:BOWERY RESIDENTS COMMITTEE INC.
Employer identification number (EIN):132736659
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEBI ALPERT2023-10-15 DEBI ALPERT2023-10-15
0012021-01-01DEBI ALPERT2022-10-12 DEBI ALPERT2022-10-12
0012020-01-01DEBI ALPERT2021-10-14 DEBI ALPERT2021-10-14
0012019-01-01DEBI ALPERT2020-10-14 DEBI ALPERT2020-10-14
0012018-01-01
0012017-01-01DEBI ALPERT
0012016-01-01DEBI ALPERT
0012015-01-01DEBI ALPERT
0012015-01-01DEBI ALPERT
0012014-01-01DEBI ALPERT
0012014-01-01DEBI ALPERT
0012013-01-01DEBI ALPERT
0012012-01-01DEBI ALPERT
0012011-01-01DEBI ALPERT
0012010-01-01DEBI ALPERT
0012009-01-01DEBI ALPERT
0012009-01-01DEBI ALPERT
0012009-01-01DEBI ALPERT

Plan Statistics for 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION

Measure Date Value
2022: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2022 401k membership
Total participants, beginning-of-year2022-01-01903
Total number of active participants reported on line 7a of the Form 55002022-01-01685
Number of other retired or separated participants entitled to future benefits2022-01-01293
Total of all active and inactive participants2022-01-01978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01982
Number of participants with account balances2022-01-01937
2021: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2021 401k membership
Total participants, beginning-of-year2021-01-01887
Total number of active participants reported on line 7a of the Form 55002021-01-01655
Number of other retired or separated participants entitled to future benefits2021-01-01245
Total of all active and inactive participants2021-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01903
Number of participants with account balances2021-01-01869
2020: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2020 401k membership
Total participants, beginning-of-year2020-01-01865
Total number of active participants reported on line 7a of the Form 55002020-01-01639
Number of other retired or separated participants entitled to future benefits2020-01-01244
Total of all active and inactive participants2020-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01887
Number of participants with account balances2020-01-01859
2019: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2019 401k membership
Total participants, beginning-of-year2019-01-01744
Total number of active participants reported on line 7a of the Form 55002019-01-01633
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01865
Number of participants with account balances2019-01-01835
2018: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2018 401k membership
Total participants, beginning-of-year2018-01-01704
Total number of active participants reported on line 7a of the Form 55002018-01-01527
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01215
Total of all active and inactive participants2018-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01744
Number of participants with account balances2018-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2017 401k membership
Total participants, beginning-of-year2017-01-01531
Total number of active participants reported on line 7a of the Form 55002017-01-01487
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01216
Total of all active and inactive participants2017-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01704
Number of participants with account balances2017-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2016 401k membership
Total participants, beginning-of-year2016-01-01444
Total number of active participants reported on line 7a of the Form 55002016-01-01426
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01531
Number of participants with account balances2016-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2015 401k membership
Total participants, beginning-of-year2015-01-01383
Total number of active participants reported on line 7a of the Form 55002015-01-01373
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01444
Number of participants with account balances2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2014 401k membership
Total participants, beginning-of-year2014-01-01535
Total number of active participants reported on line 7a of the Form 55002014-01-01314
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01383
Number of participants with account balances2014-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2013 401k membership
Total participants, beginning-of-year2013-01-01517
Total number of active participants reported on line 7a of the Form 55002013-01-01233
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01303
Number of participants with account balances2013-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01486
Total number of active participants reported on line 7a of the Form 55002012-01-01448
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01517
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01418
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01486
Number of participants with account balances2011-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2010 401k membership
Total participants, beginning-of-year2010-01-01210
Total number of active participants reported on line 7a of the Form 55002010-01-01209
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0141
Total of all active and inactive participants2010-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01251
Number of participants with account balances2010-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01210
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$292,233
Total of all expenses incurred2022-12-31$527,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$508,906
Expenses. Certain deemed distributions of participant loans2022-12-31$15,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,245,050
Value of total assets at end of year2022-12-31$7,299,644
Value of total assets at beginning of year2022-12-31$7,534,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,202
Total interest from all sources2022-12-31$11,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$630,112
Participant contributions at end of year2022-12-31$268,139
Participant contributions at beginning of year2022-12-31$302,323
Participant contributions at end of year2022-12-31$26,153
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$218,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-235,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,299,644
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,534,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,824,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,364,105
Interest on participant loans2022-12-31$9,975
Interest earned on other investments2022-12-31$1,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,165,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,868,225
Net investment gain/loss from pooled separate accounts2022-12-31$-964,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$396,704
Employer contributions (assets) at end of year2022-12-31$15,067
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$508,906
Contract administrator fees2022-12-31$3,202
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,822,760
Total of all expenses incurred2021-12-31$542,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$521,755
Expenses. Certain deemed distributions of participant loans2021-12-31$17,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,008,114
Value of total assets at end of year2021-12-31$7,534,653
Value of total assets at beginning of year2021-12-31$6,254,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,960
Total interest from all sources2021-12-31$21,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$547,278
Participant contributions at end of year2021-12-31$302,323
Participant contributions at beginning of year2021-12-31$309,539
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,238
Administrative expenses (other) incurred2021-12-31$2,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,280,487
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,534,653
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,254,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,364,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,190,785
Interest on participant loans2021-12-31$11,275
Interest earned on other investments2021-12-31$9,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,868,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,753,842
Net investment gain/loss from pooled separate accounts2021-12-31$793,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$382,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$521,755
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,475,738
Total of all expenses incurred2020-12-31$563,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$555,320
Expenses. Certain deemed distributions of participant loans2020-12-31$6,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$905,270
Value of total assets at end of year2020-12-31$6,254,166
Value of total assets at beginning of year2020-12-31$5,341,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,437
Total interest from all sources2020-12-31$19,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,040
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,857
Administrative expenses (other) incurred2020-12-31$1,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$912,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,254,166
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,341,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,190,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,430,368
Value of interest in pooled separate accounts at end of year2020-12-31$309,539
Value of interest in pooled separate accounts at beginning of year2020-12-31$393,310
Interest on participant loans2020-12-31$13,532
Interest earned on other investments2020-12-31$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,753,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,518,274
Net investment gain/loss from pooled separate accounts2020-12-31$550,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$334,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$555,320
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,505,103
Total income from all sources (including contributions)2019-12-31$1,505,103
Total of all expenses incurred2019-12-31$532,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$529,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$529,088
Expenses. Certain deemed distributions of participant loans2019-12-31$3,812
Expenses. Certain deemed distributions of participant loans2019-12-31$3,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$868,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$868,156
Value of total assets at end of year2019-12-31$5,341,952
Value of total assets at end of year2019-12-31$5,341,952
Value of total assets at beginning of year2019-12-31$4,369,749
Value of total assets at beginning of year2019-12-31$4,369,749
Total interest from all sources2019-12-31$32,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$519,581
Contributions received from participants2019-12-31$519,581
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$972,203
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,341,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,341,952
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,369,749
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,369,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,430,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,430,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,538,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,538,648
Interest earned on other investments2019-12-31$32,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,911,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,911,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,831,101
Net investment gain/loss from pooled separate accounts2019-12-31$604,412
Net investment gain/loss from pooled separate accounts2019-12-31$604,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$292,795
Contributions received in cash from employer2019-12-31$292,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$529,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$529,088
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$558,160
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$581,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$581,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$746,427
Value of total assets at end of year2018-12-31$4,369,749
Value of total assets at beginning of year2018-12-31$4,392,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$17,541
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$480,042
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$18,499
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,369,749
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,392,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,538,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,707,754
Interest earned on other investments2018-12-31$17,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,831,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,656,565
Net investment gain/loss from pooled separate accounts2018-12-31$-205,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$264,399
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$9,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$581,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,159,117
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$470,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$468,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$776,627
Value of total assets at end of year2017-12-31$4,392,609
Value of total assets at beginning of year2017-12-31$3,703,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,692
Total interest from all sources2017-12-31$15,714
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$481,287
Participant contributions at end of year2017-12-31$18,499
Participant contributions at beginning of year2017-12-31$16,897
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,704
Administrative expenses (other) incurred2017-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$689,113
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,392,609
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,703,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,707,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,166,412
Interest earned on other investments2017-12-31$15,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,656,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,511,421
Net investment gain/loss from pooled separate accounts2017-12-31$366,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$266,636
Employer contributions (assets) at end of year2017-12-31$9,791
Employer contributions (assets) at beginning of year2017-12-31$8,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$468,312
Contract administrator fees2017-12-31$1,185
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$901,957
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$283,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$279,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$683,559
Value of total assets at end of year2016-12-31$3,703,496
Value of total assets at beginning of year2016-12-31$3,084,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,500
Total interest from all sources2016-12-31$13,459
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$420,502
Participant contributions at end of year2016-12-31$16,897
Participant contributions at beginning of year2016-12-31$25,609
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,693
Administrative expenses (other) incurred2016-12-31$1,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$618,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,703,496
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,084,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,166,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,819,695
Interest earned on other investments2016-12-31$13,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,511,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,225,635
Net investment gain/loss from pooled separate accounts2016-12-31$204,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$227,364
Employer contributions (assets) at end of year2016-12-31$8,766
Employer contributions (assets) at beginning of year2016-12-31$13,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$279,638
Contract administrator fees2016-12-31$2,443
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$609,925
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$195,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$177,336
Expenses. Certain deemed distributions of participant loans2015-12-31$16,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$605,948
Value of total assets at end of year2015-12-31$3,045,330
Value of total assets at beginning of year2015-12-31$2,631,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,802
Total interest from all sources2015-12-31$11,392
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$313,338
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13,195
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$132,693
Administrative expenses (other) incurred2015-12-31$1,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$414,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,045,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,631,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,819,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,549,079
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$11,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,225,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,061,828
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-7,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$159,917
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$6,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$177,336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$559,740
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$179,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$179,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$448,877
Value of total assets at end of year2014-12-31$2,631,090
Value of total assets at beginning of year2014-12-31$2,250,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$10,173
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$274,288
Participant contributions at end of year2014-12-31$13,195
Participant contributions at beginning of year2014-12-31$9,420
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$380,109
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,631,090
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,250,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,549,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,271,501
Interest earned on other investments2014-12-31$10,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,061,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$964,621
Net investment gain/loss from pooled separate accounts2014-12-31$100,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$158,171
Employer contributions (assets) at end of year2014-12-31$6,988
Employer contributions (assets) at beginning of year2014-12-31$5,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$179,631
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$639,808
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$279,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$279,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$386,599
Value of total assets at end of year2013-12-31$2,250,981
Value of total assets at beginning of year2013-12-31$1,890,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$9,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$221,265
Participant contributions at end of year2013-12-31$9,420
Participant contributions at beginning of year2013-12-31$17,244
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$360,761
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,250,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,890,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,271,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,068,995
Interest earned on other investments2013-12-31$9,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$964,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$794,062
Net investment gain/loss from pooled separate accounts2013-12-31$243,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$135,999
Employer contributions (assets) at end of year2013-12-31$5,439
Employer contributions (assets) at beginning of year2013-12-31$9,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$279,047
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$509,903
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,011
Value of total assets at end of year2012-12-31$1,890,220
Value of total assets at beginning of year2012-12-31$1,578,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$11,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$213,845
Participant contributions at end of year2012-12-31$17,244
Participant contributions at beginning of year2012-12-31$16,156
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$311,459
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,890,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,578,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,068,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$910,026
Interest earned on other investments2012-12-31$11,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$794,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$642,479
Net investment gain/loss from pooled separate accounts2012-12-31$114,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$132,455
Employer contributions (assets) at end of year2012-12-31$9,919
Employer contributions (assets) at beginning of year2012-12-31$10,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,444
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$342,718
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$241,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$241,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$337,159
Value of total assets at end of year2011-12-31$1,578,761
Value of total assets at beginning of year2011-12-31$1,477,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$12,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$203,418
Participant contributions at end of year2011-12-31$16,156
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$101,256
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,578,761
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,477,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$910,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$898,832
Interest earned on other investments2011-12-31$12,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$642,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$578,673
Net investment gain/loss from pooled separate accounts2011-12-31$-6,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$125,927
Employer contributions (assets) at end of year2011-12-31$10,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$241,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$598,774
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$133,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$479,197
Value of total assets at end of year2010-12-31$1,477,505
Value of total assets at beginning of year2010-12-31$1,011,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13,435
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$181,788
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$184,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$465,580
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,477,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,011,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$898,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$588,743
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$13,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$578,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$423,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$106,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$133,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION

2022: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. - UNION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered982
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered903
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $1,901
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1901
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088K
Policy instance 1
Insurance contract or identification number014088K
Number of Individuals Covered887
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $1,901
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1901
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088K
Policy instance 1
Insurance contract or identification number014088K
Number of Individuals Covered865
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $2,256
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2256
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered744
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,417
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 fees2417
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 number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered704
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,894
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
Amount paid for insurance broker fees1894
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered444
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $364
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?Yes
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
Amount paid for insurance broker fees364
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered383
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $489
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?Yes
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 fees489
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $476
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?Yes
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
Amount paid for insurance broker fees476
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $222
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?Yes
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
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameELIZABETH BUDABIN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered281
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,353
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?Yes
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 number014088-K
Policy instance 1
Insurance contract or identification number014088-K
Number of Individuals Covered251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $479
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?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3