401k Plan data: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK plan

403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 401k Plan overview

Plan Name	403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK
Plan identification number	002

403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Employer identification number (EIN): 135562374

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1968-02-21

Company Identification Number: 220061

Legal Registered Office Address: 184 ELDRIDGE STREET
New York
NEW YORK
United States of America (USA)
10002

More information about UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 RABIYA AKHTAR 2023-04-17
002 2020-07-01 RABIYA AKHTAR 2022-04-14 RABIYA AKHTAR 2022-04-14
002 2019-07-01
002 2018-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 SHEILA MATLIN SHEILA MATLIN 2018-04-11
002 2015-07-01 SHEILA MATLIN SHEILA MATLIN 2017-03-22
002 2014-07-01 SHEILA MATLIN SHEILA MATLIN 2016-04-11
002 2013-07-01 SHEILA MATLIN SHEILA MATLIN 2015-04-13
002 2012-07-01 SHEILA MATLIN SHEILA MATLIN 2014-04-30
002 2011-07-01 SHEILA MATLIN SHEILA MATLIN 2013-01-29
002 2010-07-01 SHEILA MATLIN SHEILA MATLIN 2012-02-01
002 2009-07-01 SHEILA MATLIN SHEILA MATLIN 2010-12-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	RABIYA AKHTAR	2023-04-17
002	2020-07-01	RABIYA AKHTAR	2022-04-14	RABIYA AKHTAR	2022-04-14
002	2019-07-01
002	2018-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	SHEILA MATLIN		SHEILA MATLIN	2018-04-11
002	2015-07-01	SHEILA MATLIN		SHEILA MATLIN	2017-03-22
002	2014-07-01	SHEILA MATLIN		SHEILA MATLIN	2016-04-11
002	2013-07-01	SHEILA MATLIN		SHEILA MATLIN	2015-04-13
002	2012-07-01	SHEILA MATLIN		SHEILA MATLIN	2014-04-30
002	2011-07-01	SHEILA MATLIN		SHEILA MATLIN	2013-01-29
002	2010-07-01	SHEILA MATLIN		SHEILA MATLIN	2012-02-01
002	2009-07-01	SHEILA MATLIN		SHEILA MATLIN	2010-12-20

Plan Statistics for 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

401k plan membership statisitcs for 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Measure Date Value
2021: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2021 401k membership
Total participants, beginning-of-year 2021-07-01 448
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 401
Number of other retired or separated participants entitled to future benefits 2021-07-01 71
Total of all active and inactive participants 2021-07-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 473
Number of participants with account balances 2021-07-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 3
2020: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2020 401k membership
Total participants, beginning-of-year 2020-07-01 315
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 380
Number of other retired or separated participants entitled to future benefits 2020-07-01 66
Total of all active and inactive participants 2020-07-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 448
Number of participants with account balances 2020-07-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 3
2019: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2019 401k membership
Total participants, beginning-of-year 2019-07-01 310
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 247
Number of other retired or separated participants entitled to future benefits 2019-07-01 67
Total of all active and inactive participants 2019-07-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 315
Number of participants with account balances 2019-07-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 4
2018: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2018 401k membership
Total participants, beginning-of-year 2018-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 241
Number of other retired or separated participants entitled to future benefits 2018-07-01 68
Total of all active and inactive participants 2018-07-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 310
Number of participants with account balances 2018-07-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2017 401k membership
Total participants, beginning-of-year 2017-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 227
Number of other retired or separated participants entitled to future benefits 2017-07-01 59
Total of all active and inactive participants 2017-07-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 287
Number of participants with account balances 2017-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 5
2016: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2016 401k membership
Total participants, beginning-of-year 2016-07-01 263
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 223
Number of other retired or separated participants entitled to future benefits 2016-07-01 62
Total of all active and inactive participants 2016-07-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 287
Number of participants with account balances 2016-07-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2015 401k membership
Total participants, beginning-of-year 2015-07-01 223
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 206
Number of other retired or separated participants entitled to future benefits 2015-07-01 56
Total of all active and inactive participants 2015-07-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 263
Number of participants with account balances 2015-07-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 6
2014: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2014 401k membership
Total participants, beginning-of-year 2014-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 167
Number of other retired or separated participants entitled to future benefits 2014-07-01 56
Total of all active and inactive participants 2014-07-01 223
Total participants 2014-07-01 223
Number of participants with account balances 2014-07-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2013 401k membership
Total participants, beginning-of-year 2013-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 120
Number of other retired or separated participants entitled to future benefits 2013-07-01 49
Total of all active and inactive participants 2013-07-01 169
Total participants 2013-07-01 169
Number of participants with account balances 2013-07-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2012 401k membership
Total participants, beginning-of-year 2012-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 116
Number of other retired or separated participants entitled to future benefits 2012-07-01 44
Total of all active and inactive participants 2012-07-01 160
Total participants 2012-07-01 160
Number of participants with account balances 2012-07-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2011 401k membership
Total participants, beginning-of-year 2011-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 114
Number of other retired or separated participants entitled to future benefits 2011-07-01 48
Total of all active and inactive participants 2011-07-01 162
Total participants 2011-07-01 162
Number of participants with account balances 2011-07-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2010: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2010 401k membership
Total participants, beginning-of-year 2010-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 103
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 40
Total of all active and inactive participants 2010-07-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 1
Total participants 2010-07-01 144
Number of participants with account balances 2010-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 3
2009: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2009 401k membership
Total participants, beginning-of-year 2009-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 178
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 35
Total of all active and inactive participants 2009-07-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 214
Number of participants with account balances 2009-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2021 401k membership
Total participants, beginning-of-year	2021-07-01	448
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	401
Number of other retired or separated participants entitled to future benefits	2021-07-01	71
Total of all active and inactive participants	2021-07-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	473
Number of participants with account balances	2021-07-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	3
2020: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2020 401k membership
Total participants, beginning-of-year	2020-07-01	315
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	380
Number of other retired or separated participants entitled to future benefits	2020-07-01	66
Total of all active and inactive participants	2020-07-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	448
Number of participants with account balances	2020-07-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	3
2019: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2019 401k membership
Total participants, beginning-of-year	2019-07-01	310
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	247
Number of other retired or separated participants entitled to future benefits	2019-07-01	67
Total of all active and inactive participants	2019-07-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	315
Number of participants with account balances	2019-07-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	4
2018: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2018 401k membership
Total participants, beginning-of-year	2018-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	241
Number of other retired or separated participants entitled to future benefits	2018-07-01	68
Total of all active and inactive participants	2018-07-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	310
Number of participants with account balances	2018-07-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2017 401k membership
Total participants, beginning-of-year	2017-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	227
Number of other retired or separated participants entitled to future benefits	2017-07-01	59
Total of all active and inactive participants	2017-07-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	287
Number of participants with account balances	2017-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	5
2016: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2016 401k membership
Total participants, beginning-of-year	2016-07-01	263
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	223
Number of other retired or separated participants entitled to future benefits	2016-07-01	62
Total of all active and inactive participants	2016-07-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	287
Number of participants with account balances	2016-07-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2015 401k membership
Total participants, beginning-of-year	2015-07-01	223
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	206
Number of other retired or separated participants entitled to future benefits	2015-07-01	56
Total of all active and inactive participants	2015-07-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	263
Number of participants with account balances	2015-07-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	6
2014: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2014 401k membership
Total participants, beginning-of-year	2014-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	167
Number of other retired or separated participants entitled to future benefits	2014-07-01	56
Total of all active and inactive participants	2014-07-01	223
Total participants	2014-07-01	223
Number of participants with account balances	2014-07-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2013 401k membership
Total participants, beginning-of-year	2013-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	120
Number of other retired or separated participants entitled to future benefits	2013-07-01	49
Total of all active and inactive participants	2013-07-01	169
Total participants	2013-07-01	169
Number of participants with account balances	2013-07-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2012 401k membership
Total participants, beginning-of-year	2012-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	116
Number of other retired or separated participants entitled to future benefits	2012-07-01	44
Total of all active and inactive participants	2012-07-01	160
Total participants	2012-07-01	160
Number of participants with account balances	2012-07-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2011 401k membership
Total participants, beginning-of-year	2011-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	114
Number of other retired or separated participants entitled to future benefits	2011-07-01	48
Total of all active and inactive participants	2011-07-01	162
Total participants	2011-07-01	162
Number of participants with account balances	2011-07-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2010: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2010 401k membership
Total participants, beginning-of-year	2010-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	103
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	40
Total of all active and inactive participants	2010-07-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	1
Total participants	2010-07-01	144
Number of participants with account balances	2010-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	3
2009: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2009 401k membership
Total participants, beginning-of-year	2009-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	178
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	35
Total of all active and inactive participants	2009-07-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	214
Number of participants with account balances	2009-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Measure	Date	Value
2022 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$18,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$18,985
Total income from all sources (including contributions)	2022-06-30	$-1,369,372
Total of all expenses incurred	2022-06-30	$1,080,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,077,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,554,698
Value of total assets at end of year	2022-06-30	$19,655,572
Value of total assets at beginning of year	2022-06-30	$22,105,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,828
Total interest from all sources	2022-06-30	$21,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,050,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$728,068
Participant contributions at end of year	2022-06-30	$320,926
Participant contributions at beginning of year	2022-06-30	$252,295
Participant contributions at end of year	2022-06-30	$64,352
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$44,787
Liabilities. Value of operating payables at end of year	2022-06-30	$18,985
Liabilities. Value of operating payables at beginning of year	2022-06-30	$18,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,449,960
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$19,636,587
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$22,086,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$18,767,912
Value of interest in pooled separate accounts at end of year	2022-06-30	$16,364,211
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest earned on other investments	2022-06-30	$21,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,847,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,085,325
Net investment gain/loss from pooled separate accounts	2022-06-30	$-2,945,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$781,843
Employer contributions (assets) at end of year	2022-06-30	$58,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,077,760
Contract administrator fees	2022-06-30	$2,828
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	FORVIS, LLP
Accountancy firm EIN	2022-06-30	440160260
2021 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$18,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$6,499
Total income from all sources (including contributions)	2021-06-30	$6,084,569
Total of all expenses incurred	2021-06-30	$1,215,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,213,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,254,497
Value of total assets at end of year	2021-06-30	$22,105,532
Value of total assets at beginning of year	2021-06-30	$17,224,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$2,147
Total interest from all sources	2021-06-30	$36,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$2,050,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-06-30	0
Minimum employer required contribution for this plan year	2021-06-30	$0
Amount contributed by the employer to the plan for this plan year	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$595,195
Participant contributions at end of year	2021-06-30	$252,295
Participant contributions at beginning of year	2021-06-30	$252,996
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$85,481
Liabilities. Value of operating payables at end of year	2021-06-30	$18,985
Liabilities. Value of operating payables at beginning of year	2021-06-30	$6,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,868,615
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$22,086,547
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$17,217,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$18,767,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$13,755,676
Interest earned on other investments	2021-06-30	$36,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,085,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,215,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,793,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$573,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,213,807
Contract administrator fees	2021-06-30	$2,147
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BKD, LLP
Accountancy firm EIN	2021-06-30	440160260
2020 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$6,499
Total income from all sources (including contributions)	2020-06-30	$1,847,019
Total of all expenses incurred	2020-06-30	$435,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$435,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,239,914
Value of total assets at end of year	2020-06-30	$17,224,431
Value of total assets at beginning of year	2020-06-30	$15,806,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$212
Total interest from all sources	2020-06-30	$39,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$2,050,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$739,950
Liabilities. Value of operating payables at end of year	2020-06-30	$6,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,411,361
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$17,217,932
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$15,806,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$13,755,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$13,268,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$39,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,468,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,538,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$567,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$499,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$435,446
Contract administrator fees	2020-06-30	$212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2020-06-30	221655803
2019 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,963,605
Total of all expenses incurred	2019-06-30	$540,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$539,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,246,194
Value of total assets at end of year	2019-06-30	$15,806,571
Value of total assets at beginning of year	2019-06-30	$14,383,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,559
Total interest from all sources	2019-06-30	$34,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$726,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,422,660
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$15,806,571
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$14,383,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$13,268,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$11,989,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$34,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,538,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,393,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$682,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$519,344
Employer contributions (assets) at beginning of year	2019-06-30	$1,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$539,386
Contract administrator fees	2019-06-30	$1,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2019-06-30	221655803
2018 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$2,252,908
Total of all expenses incurred	2018-06-30	$741,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$738,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,145,584
Value of total assets at end of year	2018-06-30	$14,383,911
Value of total assets at beginning of year	2018-06-30	$12,872,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,724
Total interest from all sources	2018-06-30	$23,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$632,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,511,721
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$14,383,911
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$12,872,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$11,989,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$10,655,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$23,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,393,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,216,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,083,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$513,035
Employer contributions (assets) at end of year	2018-06-30	$1,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$738,463
Contract administrator fees	2018-06-30	$2,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2018-06-30	221655803
2017 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$2,465,110
Total of all expenses incurred	2017-06-30	$224,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$222,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,140,063
Value of total assets at end of year	2017-06-30	$12,872,190
Value of total assets at beginning of year	2017-06-30	$10,631,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,490
Total interest from all sources	2017-06-30	$21,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$630,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,240,500
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$12,872,190
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$10,631,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$10,655,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,715,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$21,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,216,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,915,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,303,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$509,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$222,120
Contract administrator fees	2017-06-30	$2,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2017-06-30	221655803
2016 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,198,259
Total of all expenses incurred	2016-06-30	$108,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$108,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,205,978
Value of total assets at end of year	2016-06-30	$10,631,690
Value of total assets at beginning of year	2016-06-30	$9,541,466
Total interest from all sources	2016-06-30	$18,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$721,967
Participant contributions at end of year	2016-06-30	$185,920
Participant contributions at beginning of year	2016-06-30	$186,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,090,224
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$10,631,690
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$9,541,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$8,715,920
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$7,974,292
Interest on participant loans	2016-06-30	$7,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$11,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,729,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,380,460
Net investment gain/loss from pooled separate accounts	2016-06-30	$-26,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$484,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$108,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2016-06-30	221655803
2015 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$253
Total income from all sources (including contributions)	2015-06-30	$1,220,676
Total of all expenses incurred	2015-06-30	$233,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$233,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$842,677
Value of total assets at end of year	2015-06-30	$9,541,466
Value of total assets at beginning of year	2015-06-30	$8,554,913
Total interest from all sources	2015-06-30	$22,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$479,855
Participant contributions at end of year	2015-06-30	$186,714
Participant contributions at beginning of year	2015-06-30	$135,282
Liabilities. Value of operating payables at beginning of year	2015-06-30	$253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$986,806
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$9,541,466
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,554,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$7,974,292
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$7,156,731
Interest on participant loans	2015-06-30	$6,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$15,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,380,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,262,900
Net investment gain/loss from pooled separate accounts	2015-06-30	$355,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$362,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$233,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2015-06-30	221655803
2014 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$253
Total income from all sources (including contributions)	2014-06-30	$1,846,648
Total of all expenses incurred	2014-06-30	$154,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$154,435
Value of total corrective distributions	2014-06-30	$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$698,188
Value of total assets at end of year	2014-06-30	$8,554,913
Value of total assets at beginning of year	2014-06-30	$6,862,700
Total interest from all sources	2014-06-30	$14,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$377,367
Participant contributions at end of year	2014-06-30	$135,282
Participant contributions at beginning of year	2014-06-30	$110,760
Liabilities. Value of operating payables at end of year	2014-06-30	$253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,691,960
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,554,660
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,862,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$7,156,731
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$5,640,357
Interest on participant loans	2014-06-30	$5,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$9,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,262,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,111,583
Net investment gain/loss from pooled separate accounts	2014-06-30	$1,134,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$320,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$154,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2014-06-30	221655803
2013 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2013 401k financial data
Total transfer of assets to this plan	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,400,254
Total of all expenses incurred	2013-06-30	$471,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$471,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$672,434
Value of total assets at end of year	2013-06-30	$6,862,700
Value of total assets at beginning of year	2013-06-30	$5,933,990
Total interest from all sources	2013-06-30	$5,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$336,480
Participant contributions at end of year	2013-06-30	$110,760
Participant contributions at beginning of year	2013-06-30	$104,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$928,710
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,862,700
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,933,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$5,640,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,752,585
Interest on participant loans	2013-06-30	$5,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,111,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,077,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$722,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$335,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$471,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2013-06-30	221655803
2012 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2012 401k financial data
Total transfer of assets to this plan	2012-06-30	$111,421
Total income from all sources (including contributions)	2012-06-30	$685,844
Total of all expenses incurred	2012-06-30	$227,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$227,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$602,167
Value of total assets at end of year	2012-06-30	$5,933,990
Value of total assets at beginning of year	2012-06-30	$5,364,506
Total interest from all sources	2012-06-30	$4,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$314,861
Participant contributions at end of year	2012-06-30	$104,221
Participant contributions at beginning of year	2012-06-30	$94,304
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$458,063
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,933,990
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,364,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,752,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,381,314
Interest on participant loans	2012-06-30	$4,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,077,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$888,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$79,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$287,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$227,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN	2012-06-30	221655803
2011 : 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$1,450,624
Total of all expenses incurred	2011-06-30	$128,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$128,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$612,893
Value of total assets at end of year	2011-06-30	$5,364,506
Value of total assets at beginning of year	2011-06-30	$4,042,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$150
Total interest from all sources	2011-06-30	$5,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$295,636
Participant contributions at end of year	2011-06-30	$94,304
Participant contributions at beginning of year	2011-06-30	$108,099
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$10,714
Administrative expenses (other) incurred	2011-06-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,322,132
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,364,506
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,042,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$4,381,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,155,697
Interest on participant loans	2011-06-30	$5,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$888,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$778,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$831,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$306,543
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$128,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN	2011-06-30	221655803

Form 5500 Responses for 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

2021: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: 403(B) THRIFT PLAN UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	473
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of fees paid to insurance company	USD $2,989
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2989
Additional information about fees paid to insurance broker	PORTION 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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	448
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of fees paid to insurance company	USD $2,989
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2989
Additional information about fees paid to insurance broker	PORTION 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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	308
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3299
Additional information about fees paid to insurance broker	PORTION 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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	305
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3637
Additional information about fees paid to insurance broker	PORTION 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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	287
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,970
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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	263
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	651
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	NY CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	223
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $846
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	846
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	NY CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	169
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $798
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	798
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	NY CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	160
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $445
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	178
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	ELIZABETH BUDABIN

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	162
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,835
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 number

008387-B

Policy instance

Insurance contract or identification number	008387-B
Number of Individuals Covered	144
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,010
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK
Employer identification number (EIN):	135562374
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1968-02-21
Company Identification Number:	220061
Legal Registered Office Address:	184 ELDRIDGE STREET New York NEW YORK United States of America (USA) 10002