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403(B) THRIFT PLAN OF JOB PATH, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF JOB PATH, INC.
Plan identification number 002

403(B) THRIFT PLAN OF JOB PATH, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOB PATH, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOB PATH, INC.
Employer identification number (EIN):134038495
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about JOB PATH, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1998-10-29
Company Identification Number: 2311342
Legal Registered Office Address: ATTN: chief EXECUTIVE DIRECTOR
256 west 38th street, 2nd floor
NEW YORK
United States of America (USA)
10018

More information about JOB PATH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JOB PATH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01CARLY TEICHMAN2023-04-11 CARLY TEICHMAN2023-04-11
0022020-07-01FREDDA ROSEN2022-04-01 FREDDA ROSEN2022-04-01
0022019-07-01FREDDA ROSEN2021-04-06 FREDDA ROSEN2021-04-06
0022018-07-01FREDDA ROSEN2020-03-09 FREDDA ROSEN2020-03-09
0022017-07-01
0022016-07-01
0022015-07-01OLGA LITVIN OLGA LITVIN2017-02-23
0022014-07-01OLGA LITVIN OLGA LITVIN2016-03-08
0022013-07-01OLGA LITVIN OLGA LITVIN2015-03-24
0022012-07-01OLGA LITVIN OLGA LITVIN2014-03-12
0022011-07-01ROLANDO AVILES ROLANDO AVILES2013-04-12
0022009-07-01ELIZABETH TEJADA ELIZABETH TEJADA2011-04-15
0022008-07-01NAYOUNG KIM

Plan Statistics for 403(B) THRIFT PLAN OF JOB PATH, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF JOB PATH, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF JOB PATH, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01222
Total number of active participants reported on line 7a of the Form 55002021-07-01174
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0161
Total of all active and inactive participants2021-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01235
Number of participants with account balances2021-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN OF JOB PATH, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01253
Total number of active participants reported on line 7a of the Form 55002020-07-01180
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0162
Total of all active and inactive participants2020-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01242
Number of participants with account balances2020-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF JOB PATH, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01232
Total number of active participants reported on line 7a of the Form 55002019-07-01206
Number of other retired or separated participants entitled to future benefits2019-07-0119
Total of all active and inactive participants2019-07-01225
Total participants2019-07-01225
Number of participants with account balances2019-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN OF JOB PATH, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01188
Total number of active participants reported on line 7a of the Form 55002018-07-01186
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0153
Total of all active and inactive participants2018-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01240
Number of participants with account balances2018-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403(B) THRIFT PLAN OF JOB PATH, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01180
Total number of active participants reported on line 7a of the Form 55002017-07-01153
Number of retired or separated participants receiving benefits2017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-0135
Total of all active and inactive participants2017-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01198
Number of participants with account balances2017-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF JOB PATH, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01111
Total number of active participants reported on line 7a of the Form 55002016-07-01189
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01233
Number of participants with account balances2016-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: 403(B) THRIFT PLAN OF JOB PATH, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01106
Total number of active participants reported on line 7a of the Form 55002015-07-0163
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0147
Total of all active and inactive participants2015-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01111
Number of participants with account balances2015-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: 403(B) THRIFT PLAN OF JOB PATH, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01101
Total number of active participants reported on line 7a of the Form 55002014-07-0169
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0137
Total of all active and inactive participants2014-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01106
Number of participants with account balances2014-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: 403(B) THRIFT PLAN OF JOB PATH, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-0182
Total number of active participants reported on line 7a of the Form 55002013-07-0172
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01101
Number of participants with account balances2013-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN OF JOB PATH, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-0187
Total number of active participants reported on line 7a of the Form 55002012-07-0163
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0119
Total of all active and inactive participants2012-07-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0182
Number of participants with account balances2012-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: 403(B) THRIFT PLAN OF JOB PATH, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-0175
Total number of active participants reported on line 7a of the Form 55002011-07-0172
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0115
Total of all active and inactive participants2011-07-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0187
Number of participants with account balances2011-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: 403(B) THRIFT PLAN OF JOB PATH, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-0132
Total number of active participants reported on line 7a of the Form 55002009-07-0143
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0152
Number of participants with account balances2009-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on 403(B) THRIFT PLAN OF JOB PATH, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-112,491
Total of all expenses incurred2022-06-30$191,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$162,841
Expenses. Certain deemed distributions of participant loans2022-06-30$5,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$497,043
Value of total assets at end of year2022-06-30$4,197,191
Value of total assets at beginning of year2022-06-30$4,501,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$23,287
Total interest from all sources2022-06-30$4,890
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$220,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$220,486
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$400,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$339,083
Participant contributions at end of year2022-06-30$73,114
Participant contributions at beginning of year2022-06-30$77,251
Other income not declared elsewhere2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-303,974
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,197,191
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,501,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$23,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,733,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,994,038
Value of interest in pooled separate accounts at end of year2022-06-30$193,482
Value of interest in pooled separate accounts at beginning of year2022-06-30$235,378
Interest on participant loans2022-06-30$4,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$197,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$194,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-793,627
Net investment gain/loss from pooled separate accounts2022-06-30$-41,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$157,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$162,841
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-06-30271728945
2021 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,394,127
Total of all expenses incurred2021-06-30$189,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$167,616
Expenses. Certain deemed distributions of participant loans2021-06-30$3,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$380,103
Value of total assets at end of year2021-06-30$4,501,165
Value of total assets at beginning of year2021-06-30$3,296,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,379
Total interest from all sources2021-06-30$4,286
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$157,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$157,601
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$221,394
Participant contributions at end of year2021-06-30$77,251
Participant contributions at beginning of year2021-06-30$64,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,204,619
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,501,165
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,296,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$18,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,994,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,863,331
Value of interest in pooled separate accounts at end of year2021-06-30$235,378
Value of interest in pooled separate accounts at beginning of year2021-06-30$174,977
Interest on participant loans2021-06-30$4,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$194,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$194,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$788,711
Net investment gain/loss from pooled separate accounts2021-06-30$63,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$158,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$167,616
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-06-30271728945
2020 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$406,106
Total of all expenses incurred2020-06-30$198,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$180,985
Expenses. Certain deemed distributions of participant loans2020-06-30$3,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$374,621
Value of total assets at end of year2020-06-30$3,296,546
Value of total assets at beginning of year2020-06-30$3,089,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,106
Total interest from all sources2020-06-30$4,085
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$194,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$194,934
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$214,022
Participant contributions at end of year2020-06-30$64,179
Participant contributions at beginning of year2020-06-30$54,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$207,402
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,296,546
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,089,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$14,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,863,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,674,443
Value of interest in pooled separate accounts at end of year2020-06-30$174,977
Value of interest in pooled separate accounts at beginning of year2020-06-30$197,793
Interest on participant loans2020-06-30$4,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$194,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$162,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-168,025
Net investment gain/loss from pooled separate accounts2020-06-30$491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$160,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$180,985
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-06-30271728945
2019 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2019 401k financial data
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$450,445
Total of all expenses incurred2019-06-30$261,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$245,384
Expenses. Certain deemed distributions of participant loans2019-06-30$3,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$336,915
Value of total assets at end of year2019-06-30$3,089,144
Value of total assets at beginning of year2019-06-30$2,900,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,054
Total interest from all sources2019-06-30$2,843
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$185,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$185,348
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$400,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$186,269
Participant contributions at end of year2019-06-30$54,108
Participant contributions at beginning of year2019-06-30$35,843
Participant contributions at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$188,545
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,089,144
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,900,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$13,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,674,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,477,865
Value of interest in pooled separate accounts at end of year2019-06-30$197,793
Value of interest in pooled separate accounts at beginning of year2019-06-30$204,700
Income. Interest from loans (other than to participants)2019-06-30$2,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$162,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$182,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-80,144
Net investment gain/loss from pooled separate accounts2019-06-30$5,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$150,646
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$245,384
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-06-30271728945
2018 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$543,700
Total of all expenses incurred2018-06-30$111,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$96,589
Expenses. Certain deemed distributions of participant loans2018-06-30$3,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$335,895
Value of total assets at end of year2018-06-30$2,900,599
Value of total assets at beginning of year2018-06-30$2,468,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$11,485
Total interest from all sources2018-06-30$1,878
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$120,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$120,222
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$400,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$156,934
Participant contributions at end of year2018-06-30$35,843
Participant contributions at beginning of year2018-06-30$40,381
Participant contributions at end of year2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$431,747
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,900,599
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,468,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$11,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,477,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,042,136
Value of interest in pooled separate accounts at end of year2018-06-30$204,700
Value of interest in pooled separate accounts at beginning of year2018-06-30$218,439
Income. Interest from loans (other than to participants)2018-06-30$1,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$182,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$167,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$67,071
Net investment gain/loss from pooled separate accounts2018-06-30$18,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$178,961
Employer contributions (assets) at end of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$96,589
Contract administrator fees2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-06-30271728945
2017 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$585,345
Total of all expenses incurred2017-06-30$866,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$861,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$310,860
Value of total assets at end of year2017-06-30$2,468,852
Value of total assets at beginning of year2017-06-30$2,749,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,577
Total interest from all sources2017-06-30$4,694
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$45,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$45,281
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$400,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$166,567
Participant contributions at end of year2017-06-30$40,381
Participant contributions at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-281,023
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,468,852
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,749,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$4,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,042,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,290,506
Value of interest in pooled separate accounts at end of year2017-06-30$218,439
Interest on participant loans2017-06-30$931
Interest earned on other investments2017-06-30$3,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$167,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$459,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$117,082
Net investment gain/loss from pooled separate accounts2017-06-30$107,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$144,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$861,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-06-30271728945
2016 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$281,855
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$77,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$76,529
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$296,736
Value of total assets at end of year2016-06-30$2,749,875
Value of total assets at beginning of year2016-06-30$2,545,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,003
Total interest from all sources2016-06-30$4,347
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$400,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$152,033
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,520
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$1,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$204,323
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,749,875
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,545,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,290,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,122,981
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$4,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$459,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$422,571
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-19,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$139,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$76,529
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PKF O' CONNOR DAVIES, LLP
Accountancy firm EIN2016-06-30271728945
2015 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$736,016
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$197,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$196,751
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$632,981
Value of total assets at end of year2015-06-30$2,545,552
Value of total assets at beginning of year2015-06-30$2,007,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,002
Total interest from all sources2015-06-30$4,014
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$179,503
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$298,994
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$1,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$538,263
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,545,552
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,007,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,122,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,627,958
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$4,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$422,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$379,331
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$99,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$154,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$196,751
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-06-30271728945
2014 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$515,643
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$141,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$141,220
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$276,412
Value of total assets at end of year2014-06-30$2,007,289
Value of total assets at beginning of year2014-06-30$1,633,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$772
Total interest from all sources2014-06-30$3,743
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$134,989
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$1,127
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$45,630
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$373,651
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,007,289
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,633,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,627,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,127,831
Interest on participant loans2014-06-30$32
Interest earned on other investments2014-06-30$3,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$379,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$504,680
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$235,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$95,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$141,220
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30O'CONNOR DAVIES LLP
Accountancy firm EIN2014-06-30271728945
2013 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$356,923
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$96,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$96,118
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$227,827
Value of total assets at end of year2013-06-30$1,633,638
Value of total assets at beginning of year2013-06-30$1,373,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$781
Total interest from all sources2013-06-30$6,795
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$125,050
Participant contributions at end of year2013-06-30$1,127
Participant contributions at beginning of year2013-06-30$1,839
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$260,024
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,633,638
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,373,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,127,831
Value of interest in pooled separate accounts at beginning of year2013-06-30$884,256
Interest on participant loans2013-06-30$64
Interest earned on other investments2013-06-30$6,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$504,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$487,519
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$122,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$102,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$96,118
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30O' CONNOR DAVIES LLP
Accountancy firm EIN2013-06-30271728945
2012 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$227,174
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$97,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$96,407
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$214,821
Value of total assets at end of year2012-06-30$1,373,614
Value of total assets at beginning of year2012-06-30$1,243,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$707
Total interest from all sources2012-06-30$8,856
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$900,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$128,562
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,839
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$130,060
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,373,614
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,243,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$785,324
Value of interest in pooled separate accounts at end of year2012-06-30$884,256
Interest on participant loans2012-06-30$43
Interest earned on other investments2012-06-30$8,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$487,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$458,230
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$3,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$86,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$96,407
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30O CONNOR DAVIES LLP
Accountancy firm EIN2012-06-30027172894
2011 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$327,264
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$29,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$29,192
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$185,734
Value of total assets at end of year2011-06-30$1,243,554
Value of total assets at beginning of year2011-06-30$946,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$672
Total interest from all sources2011-06-30$10,053
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$900,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$111,273
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$297,400
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,243,554
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$946,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$785,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$516,693
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$10,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$458,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$429,461
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$131,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$74,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$29,192
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30OCONNOR DAVIES, LLP
Accountancy firm EIN2011-06-30271728945
2010 : 403(B) THRIFT PLAN OF JOB PATH, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF JOB PATH, INC.

2021: 403(B) THRIFT PLAN OF JOB PATH, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF JOB PATH, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF JOB PATH, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF JOB PATH, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF JOB PATH, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF JOB PATH, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF JOB PATH, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF JOB PATH, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF JOB PATH, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF JOB PATH, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF JOB PATH, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF JOB PATH, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: 403(B) THRIFT PLAN OF JOB PATH, INC. 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386984-01
Policy instance 2
Insurance contract or identification number386984-01
Number of Individuals Covered5
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $229
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered34
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386984-01
Policy instance 2
Insurance contract or identification number386984-01
Number of Individuals Covered5
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $163
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered35
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386984-01
Policy instance 2
Insurance contract or identification number386984-01
Number of Individuals Covered6
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $154
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $154
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered37
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered30
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386984-01
Policy instance 2
Insurance contract or identification number386984-01
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386984-01
Policy instance 2
Insurance contract or identification number386984-01
Number of Individuals Covered4
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered30
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered111
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $534
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees534
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. 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 number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered106
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $256
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees256
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. 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 number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered101
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $306
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees306
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. 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 number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered82
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $139
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. 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 number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered87
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $618
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057132E
Policy instance 1
Insurance contract or identification number057132E
Number of Individuals Covered75
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $235
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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