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

Plan Name403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION
Plan identification number 002

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DEBI ALPERT2023-10-15 DEBI ALPERT2023-10-15
0022021-01-01DEBI ALPERT2022-10-12 DEBI ALPERT2022-10-12
0022020-01-01DEBI ALPERT2021-10-14 DEBI ALPERT2021-10-14
0022019-01-01DEBI ALPERT2020-10-14 DEBI ALPERT2020-10-14
0022018-01-01
0022017-01-01DEBI ALPERT
0022016-01-01DEBI ALPERT
0022015-01-01DEBI ALPERT
0022015-01-01DEBI ALPERT
0022014-01-01DEBI ALPERT
0022014-01-01DEBI ALPERT
0022013-01-01DEBI ALPERT
0022012-01-01DEBI ALPERT
0022011-01-01DEBI ALPERT
0022010-01-01DEBI ALPERT
0022009-01-01DEBI ALPERT
0022009-01-01DEBI ALPERT
0022009-01-01DEBI ALPERT

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

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

Measure Date Value
2022: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2022 401k membership
Total participants, beginning-of-year2022-01-01429
Total number of active participants reported on line 7a of the Form 55002022-01-01289
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01436
Number of participants with account balances2022-01-01421
2021: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2021 401k membership
Total participants, beginning-of-year2021-01-01421
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of other retired or separated participants entitled to future benefits2021-01-01125
Total of all active and inactive participants2021-01-01429
Total participants2021-01-01429
Number of participants with account balances2021-01-01413
2020: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-01305
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01421
Total participants2020-01-01421
Number of participants with account balances2020-01-01406
2019: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2019 401k membership
Total participants, beginning-of-year2019-01-01379
Total number of active participants reported on line 7a of the Form 55002019-01-01292
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01414
Total participants2019-01-01414
Number of participants with account balances2019-01-01405
2018: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2018 401k membership
Total participants, beginning-of-year2018-01-01361
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01379
Number of participants with account balances2018-01-01374
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. NON UNION 2017 401k membership
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-01240
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01118
Total of all active and inactive participants2017-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01361
Number of participants with account balances2017-01-01345
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. NON UNION 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01274
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2015 401k membership
Total participants, beginning-of-year2015-01-01236
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01236
Number of participants with account balances2015-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2014 401k membership
Total participants, beginning-of-year2014-01-01285
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01236
Number of participants with account balances2014-01-01236
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. NON UNION 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01211
Number of participants with account balances2013-01-01210
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. NON UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01256
Number of participants with account balances2012-01-01202
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. NON UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01255
Number of participants with account balances2011-01-01195
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. NON UNION 2010 401k membership
Total participants, beginning-of-year2010-01-01140
Total number of active participants reported on line 7a of the Form 55002010-01-01132
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 participants2010-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01174
Number of participants with account balances2010-01-01174
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. NON UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01140
Number of participants with account balances2009-01-01140
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. NON UNION

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,490,013
Total of all expenses incurred2022-12-31$401,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$399,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,673,873
Value of total assets at end of year2022-12-31$18,064,972
Value of total assets at beginning of year2022-12-31$19,956,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,086
Total interest from all sources2022-12-31$18,331
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$1,047,619
Participant contributions at end of year2022-12-31$431,739
Participant contributions at beginning of year2022-12-31$406,081
Participant contributions at end of year2022-12-31$39,594
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,716
Administrative expenses (other) incurred2022-12-31$2,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,891,251
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,064,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,956,223
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$14,239,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,395,688
Interest on participant loans2022-12-31$13,177
Interest earned on other investments2022-12-31$5,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,334,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,154,454
Net investment gain/loss from pooled separate accounts2022-12-31$-3,182,217
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$547,538
Employer contributions (assets) at end of year2022-12-31$19,518
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$399,152
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. NON UNION 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,040,218
Total of all expenses incurred2021-12-31$1,941,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,930,877
Expenses. Certain deemed distributions of participant loans2021-12-31$8,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,628,326
Value of total assets at end of year2021-12-31$19,956,223
Value of total assets at beginning of year2021-12-31$17,857,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,995
Total interest from all sources2021-12-31$33,784
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$1,021,427
Participant contributions at end of year2021-12-31$406,081
Participant contributions at beginning of year2021-12-31$342,067
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$44,521
Administrative expenses (other) incurred2021-12-31$1,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,098,833
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,956,223
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,857,390
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$16,395,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,558,536
Interest on participant loans2021-12-31$14,696
Interest earned on other investments2021-12-31$19,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,154,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,956,787
Net investment gain/loss from pooled separate accounts2021-12-31$2,378,108
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$562,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,930,877
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. NON UNION 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,138,035
Total of all expenses incurred2020-12-31$1,210,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,205,932
Expenses. Certain deemed distributions of participant loans2020-12-31$3,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,565,443
Value of total assets at end of year2020-12-31$17,857,390
Value of total assets at beginning of year2020-12-31$14,930,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,023
Total interest from all sources2020-12-31$31,596
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$938,080
Participant contributions at end of year2020-12-31$342,067
Participant contributions at beginning of year2020-12-31$353,477
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,315
Administrative expenses (other) incurred2020-12-31$1,023
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$2,927,363
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,857,390
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,930,027
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$14,558,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,926,798
Interest on participant loans2020-12-31$13,489
Interest earned on other investments2020-12-31$18,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,956,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,649,752
Net investment gain/loss from pooled separate accounts2020-12-31$2,540,996
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$508,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,205,932
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. NON UNION 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,034,484
Total of all expenses incurred2019-12-31$594,216
Total of all expenses incurred2019-12-31$594,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$594,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,715,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,715,626
Value of total assets at end of year2019-12-31$14,930,027
Value of total assets at end of year2019-12-31$14,930,027
Value of total assets at beginning of year2019-12-31$11,489,759
Value of total assets at beginning of year2019-12-31$11,489,759
Total interest from all sources2019-12-31$48,863
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
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$911,163
Contributions received from participants2019-12-31$911,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$326,261
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$326,261
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,440,268
Value of net income/loss2019-12-31$3,440,268
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,930,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,930,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,489,759
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$11,926,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,926,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,884,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,884,074
Interest earned on other investments2019-12-31$48,863
Interest earned on other investments2019-12-31$48,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,003,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,003,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,605,685
Net investment gain/loss from pooled separate accounts2019-12-31$2,269,995
Net investment gain/loss from pooled separate accounts2019-12-31$2,269,995
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$478,202
Contributions received in cash from employer2019-12-31$478,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$594,216
Did the plan have assets held for investment2019-12-31Yes
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
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. NON 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$636,788
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$887,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$887,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,301,272
Value of total assets at end of year2018-12-31$11,489,758
Value of total assets at beginning of year2018-12-31$11,740,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$24,775
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$766,436
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$26,494
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$120,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-250,521
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,489,758
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,740,279
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$8,884,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,143,666
Interest earned on other investments2018-12-31$24,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,605,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,557,466
Net investment gain/loss from pooled separate accounts2018-12-31$-689,259
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$414,600
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$12,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$887,309
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. NON 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$2,580,651
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$586,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$585,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,235,132
Value of total assets at end of year2017-12-31$11,740,279
Value of total assets at beginning of year2017-12-31$9,745,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$641
Total interest from all sources2017-12-31$24,966
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$688,626
Participant contributions at end of year2017-12-31$26,494
Participant contributions at beginning of year2017-12-31$23,354
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,781
Administrative expenses (other) incurred2017-12-31$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,994,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,740,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,745,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,143,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,415,516
Interest earned on other investments2017-12-31$24,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,557,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,294,821
Net investment gain/loss from pooled separate accounts2017-12-31$1,320,553
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$355,725
Employer contributions (assets) at end of year2017-12-31$12,653
Employer contributions (assets) at beginning of year2017-12-31$11,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$585,383
Contract administrator fees2017-12-31$528
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. NON 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$1,553,619
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$486,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$484,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$978,691
Value of total assets at end of year2016-12-31$9,745,652
Value of total assets at beginning of year2016-12-31$8,678,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,095
Total interest from all sources2016-12-31$21,638
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$592,580
Participant contributions at end of year2016-12-31$23,354
Participant contributions at beginning of year2016-12-31$38,998
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,176
Administrative expenses (other) incurred2016-12-31$2,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,067,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,745,652
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,678,309
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$7,415,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,470,491
Interest earned on other investments2016-12-31$21,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,294,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,146,642
Net investment gain/loss from pooled separate accounts2016-12-31$553,290
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$326,935
Employer contributions (assets) at end of year2016-12-31$11,961
Employer contributions (assets) at beginning of year2016-12-31$22,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$484,181
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. NON 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$1,017,387
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$445,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$444,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,029,834
Value of total assets at end of year2015-12-31$8,617,133
Value of total assets at beginning of year2015-12-31$8,045,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,132
Total interest from all sources2015-12-31$20,518
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$558,297
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$11,908
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$199,613
Administrative expenses (other) incurred2015-12-31$1,132
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$571,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,617,133
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,045,407
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$6,470,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,004,193
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$20,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,146,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,005,858
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-32,965
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$271,924
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$23,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$444,529
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. NON 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$1,323,418
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$423,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$423,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$932,285
Value of total assets at end of year2014-12-31$8,045,407
Value of total assets at beginning of year2014-12-31$7,145,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$20,290
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$579,646
Participant contributions at end of year2014-12-31$11,908
Participant contributions at beginning of year2014-12-31$10,285
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,730
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$900,350
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,045,407
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,145,057
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$6,004,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,164,811
Interest earned on other investments2014-12-31$20,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,005,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,948,494
Net investment gain/loss from pooled separate accounts2014-12-31$370,843
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$297,909
Employer contributions (assets) at end of year2014-12-31$23,448
Employer contributions (assets) at beginning of year2014-12-31$21,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$423,068
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. NON 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$1,786,634
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$405,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$405,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$818,373
Value of total assets at end of year2013-12-31$7,145,057
Value of total assets at beginning of year2013-12-31$5,763,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$20,072
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$541,397
Participant contributions at end of year2013-12-31$10,285
Participant contributions at beginning of year2013-12-31$20,744
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$569
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$1,381,161
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,145,057
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,763,896
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$5,164,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,005,046
Interest earned on other investments2013-12-31$20,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,948,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,697,451
Net investment gain/loss from pooled separate accounts2013-12-31$948,189
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$276,407
Employer contributions (assets) at end of year2013-12-31$21,467
Employer contributions (assets) at beginning of year2013-12-31$40,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$405,473
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. NON 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$1,245,167
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$322,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$322,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$782,933
Value of total assets at end of year2012-12-31$5,763,896
Value of total assets at beginning of year2012-12-31$4,840,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$26,359
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$513,434
Participant contributions at end of year2012-12-31$20,744
Participant contributions at beginning of year2012-12-31$37,742
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,843
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$922,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,763,896
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,840,922
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$4,005,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,257,338
Interest earned on other investments2012-12-31$26,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,697,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,527,612
Net investment gain/loss from pooled separate accounts2012-12-31$435,875
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$264,656
Employer contributions (assets) at end of year2012-12-31$40,655
Employer contributions (assets) at beginning of year2012-12-31$18,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$322,193
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. NON 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$664,909
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$150,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$150,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$752,281
Value of total assets at end of year2011-12-31$4,840,922
Value of total assets at beginning of year2011-12-31$4,326,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$22,364
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$513,033
Participant contributions at end of year2011-12-31$37,742
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$514,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,840,922
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,326,166
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$3,257,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,338,599
Interest earned on other investments2011-12-31$22,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,527,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$987,567
Net investment gain/loss from pooled separate accounts2011-12-31$-109,736
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$239,248
Employer contributions (assets) at end of year2011-12-31$18,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$150,153
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. NON 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$1,212,174
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$96,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$96,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$753,044
Value of total assets at end of year2010-12-31$4,326,166
Value of total assets at beginning of year2010-12-31$3,210,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$21,936
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$410,896
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$134,134
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$1,115,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,326,166
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,210,714
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$3,338,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,508,850
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$21,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$987,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$701,864
Net investment gain/loss from pooled separate accounts2010-12-31$437,194
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$208,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$96,722
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
2009 : 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2022: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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. NON 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. NON 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. NON 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. NON 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR BOWERY RESIDENTS' COMMITTEE, INC. NON UNION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered436
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered429
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $3,757
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 fees3757
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered421
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $3,757
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 fees3757
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered414
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered379
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 $3,845
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 fees3845
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered361
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,729
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 fees2729
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered236
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 $763
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 fees763
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered236
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 $1,039
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 fees1039
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered211
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 $961
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 fees961
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered202
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 $495
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 fees197
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered195
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 $2,126
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 number014155-K
Policy instance 1
Insurance contract or identification number014155-K
Number of Individuals Covered174
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 $1,062
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

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