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403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH
Plan identification number 002

403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH Benefits

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

BERKSHIRE FARM CENTER 403(B) PLAN YOUTH has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE FARM CENTER 403(B) PLAN YOUTH
Employer identification number (EIN):141368125
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about BERKSHIRE FARM CENTER 403(B) PLAN YOUTH

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1886-01-01
Company Identification Number: 116
Legal Registered Office Address: 13640 ROUTE 22
Columbia
CANAAN
United States of America (USA)
12029

More information about BERKSHIRE FARM CENTER 403(B) PLAN YOUTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01NICOLE MCARTHUR NICOLE MCARTHUR2018-04-17
0022015-07-01NICOLE MCARTHUR NICOLE MCARTHUR2017-04-18
0022014-07-01NICOLE MCARTHUR
0022013-07-01LORIS TURNER
0022012-07-01LORIS TURNER LORIS TURNER2014-02-18

Plan Statistics for 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

Measure Date Value
2021: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2021 401k membership
Total participants, beginning-of-year2021-07-01485
Total number of active participants reported on line 7a of the Form 55002021-07-01261
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01284
Total of all active and inactive participants2021-07-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01545
Number of participants with account balances2021-07-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0124
2020: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2020 401k membership
Total participants, beginning-of-year2020-07-01588
Total number of active participants reported on line 7a of the Form 55002020-07-01308
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01253
Total of all active and inactive participants2020-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01565
Number of participants with account balances2020-07-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0172
2019: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2019 401k membership
Total participants, beginning-of-year2019-07-01483
Total number of active participants reported on line 7a of the Form 55002019-07-01394
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01192
Total of all active and inactive participants2019-07-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01588
Number of participants with account balances2019-07-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0151
2018: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2018 401k membership
Total participants, beginning-of-year2018-07-01466
Total number of active participants reported on line 7a of the Form 55002018-07-01329
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01153
Total of all active and inactive participants2018-07-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01483
Number of participants with account balances2018-07-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0141
2017: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2017 401k membership
Total participants, beginning-of-year2017-07-01439
Total number of active participants reported on line 7a of the Form 55002017-07-01373
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0193
Total of all active and inactive participants2017-07-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01466
Number of participants with account balances2017-07-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0127
2016: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2016 401k membership
Total participants, beginning-of-year2016-07-01374
Total number of active participants reported on line 7a of the Form 55002016-07-01390
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01439
Number of participants with account balances2016-07-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0118
2015: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2015 401k membership
Total participants, beginning-of-year2015-07-01319
Total number of active participants reported on line 7a of the Form 55002015-07-01319
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0155
Total of all active and inactive participants2015-07-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01374
Number of participants with account balances2015-07-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0166
2014: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2014 401k membership
Total participants, beginning-of-year2014-07-01269
Total number of active participants reported on line 7a of the Form 55002014-07-01304
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01319
Number of participants with account balances2014-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2013 401k membership
Total participants, beginning-of-year2013-07-01166
Total number of active participants reported on line 7a of the Form 55002013-07-01258
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0110
Total of all active and inactive participants2013-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01269
Number of participants with account balances2013-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0113
2012: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-01166
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01166
Number of participants with account balances2012-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019

Financial Data on 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

Measure Date Value
2022 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$437,640
Total of all expenses incurred2022-06-30$623,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$616,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$944,383
Value of total assets at end of year2022-06-30$4,434,803
Value of total assets at beginning of year2022-06-30$4,620,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$447,773
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$219,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$1,227,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$1,066,931
Administrative expenses (other) incurred2022-06-30$6,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-185,640
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,434,803
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,620,443
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
Value of interest in pooled separate accounts at end of year2022-06-30$2,951,895
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,335,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,951,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,335,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-506,743
Net investment gain/loss from pooled separate accounts2022-06-30$-506,743
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$277,569
Employer contributions (assets) at end of year2022-06-30$255,048
Employer contributions (assets) at beginning of year2022-06-30$218,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$616,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
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 name2022-06-30BONADIO & CO., LLP
Accountancy firm EIN2022-06-30161131146
2021 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,568,426
Total of all expenses incurred2021-06-30$503,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$497,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$703,238
Value of total assets at end of year2021-06-30$4,620,443
Value of total assets at beginning of year2021-06-30$3,555,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$397,724
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,066,931
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$966,014
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$39,478
Administrative expenses (other) incurred2021-06-30$6,159
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$1,065,036
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,620,443
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,555,407
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,335,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,375,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$865,188
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$266,036
Employer contributions (assets) at end of year2021-06-30$218,412
Employer contributions (assets) at beginning of year2021-06-30$213,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$497,231
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
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 name2021-06-30BONADIO & CO., LLP
Accountancy firm EIN2021-06-30161131146
2020 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$739,241
Total of all expenses incurred2020-06-30$774,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$770,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$644,506
Value of total assets at end of year2020-06-30$3,555,407
Value of total assets at beginning of year2020-06-30$3,591,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$4,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$350,495
Assets. Other investments not covered elsewhere at end of year2020-06-30$966,014
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$939,960
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$42,756
Administrative expenses (other) incurred2020-06-30$4,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-35,724
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,555,407
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,591,131
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,375,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,453,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$94,735
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$251,255
Employer contributions (assets) at end of year2020-06-30$213,798
Employer contributions (assets) at beginning of year2020-06-30$197,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$770,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
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 name2020-06-30BONADIO & CO., LLP
Accountancy firm EIN2020-06-30161131146
2019 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$744,344
Total of all expenses incurred2019-06-30$549,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$545,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$621,984
Value of total assets at end of year2019-06-30$3,591,131
Value of total assets at beginning of year2019-06-30$3,396,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
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$314,753
Participant contributions at beginning of year2019-06-30$4,236
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$77,416
Administrative expenses (other) incurred2019-06-30$4,327
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$194,873
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,591,131
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,396,258
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,393,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,195,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$122,360
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$229,815
Employer contributions (assets) at end of year2019-06-30$197,379
Employer contributions (assets) at beginning of year2019-06-30$196,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$545,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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 name2019-06-30BONADIO & CO., LLP
Accountancy firm EIN2019-06-30161131146
2018 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$956,471
Total of all expenses incurred2018-06-30$224,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$220,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$784,315
Value of total assets at end of year2018-06-30$3,396,258
Value of total assets at beginning of year2018-06-30$2,664,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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$302,734
Participant contributions at end of year2018-06-30$4,236
Participant contributions at beginning of year2018-06-30$18,078
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$221,571
Administrative expenses (other) incurred2018-06-30$4,058
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$731,583
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,396,258
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,664,675
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,195,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,463,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$172,156
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$260,010
Employer contributions (assets) at end of year2018-06-30$196,325
Employer contributions (assets) at beginning of year2018-06-30$183,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$220,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30BONADIO & CO., LLP
Accountancy firm EIN2018-06-30161131146
2017 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$898,405
Total of all expenses incurred2017-06-30$117,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$113,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$717,168
Value of total assets at end of year2017-06-30$2,664,675
Value of total assets at beginning of year2017-06-30$1,883,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$306,882
Participant contributions at end of year2017-06-30$18,078
Participant contributions at beginning of year2017-06-30$4,674
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$162,153
Administrative expenses (other) incurred2017-06-30$3,374
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$781,186
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,664,675
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,883,489
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,463,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,645,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$181,237
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 contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$248,133
Employer contributions (assets) at end of year2017-06-30$183,238
Employer contributions (assets) at beginning of year2017-06-30$233,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$113,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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 name2017-06-30BONADIO & CO., LLP
Accountancy firm EIN2017-06-30161131146
2016 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$609,529
Total of all expenses incurred2016-06-30$104,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$101,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$605,063
Value of total assets at end of year2016-06-30$1,883,489
Value of total assets at beginning of year2016-06-30$1,378,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,739
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$500,000
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$275,092
Participant contributions at end of year2016-06-30$4,674
Participant contributions at beginning of year2016-06-30$5,043
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$18,839
Administrative expenses (other) incurred2016-06-30$2,739
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$505,084
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,883,489
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,378,405
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$1,645,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,194,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$4,466
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$311,132
Employer contributions (assets) at end of year2016-06-30$233,561
Employer contributions (assets) at beginning of year2016-06-30$178,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$101,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BONADIO & CO., LLP
Accountancy firm EIN2016-06-30161131146
2015 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$544,452
Total of all expenses incurred2015-06-30$48,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$47,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$517,582
Value of total assets at end of year2015-06-30$1,378,405
Value of total assets at beginning of year2015-06-30$882,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$744
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$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$233,726
Participant contributions at end of year2015-06-30$5,043
Participant contributions at beginning of year2015-06-30$8,661
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$20,105
Administrative expenses (other) incurred2015-06-30$744
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$495,877
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,378,405
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$882,528
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$1,194,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$694,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$26,870
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$263,751
Employer contributions (assets) at end of year2015-06-30$178,441
Employer contributions (assets) at beginning of year2015-06-30$179,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$47,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BONADIO & CO., LLP
Accountancy firm EIN2015-06-30161131146
2014 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$529,824
Total of all expenses incurred2014-06-30$23,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$22,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$480,210
Value of total assets at end of year2014-06-30$882,528
Value of total assets at beginning of year2014-06-30$375,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$400
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$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$206,079
Participant contributions at end of year2014-06-30$8,661
Participant contributions at beginning of year2014-06-30$3,046
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$8,456
Administrative expenses (other) incurred2014-06-30$400
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$506,783
Value of net assets at end of year (total assets less liabilities)2014-06-30$882,528
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$375,745
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$694,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$257,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$49,614
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$265,675
Employer contributions (assets) at end of year2014-06-30$179,093
Employer contributions (assets) at beginning of year2014-06-30$115,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$22,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30BONADIO & CO., LLP
Accountancy firm EIN2014-06-30161131146
2013 : 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$389,938
Total of all expenses incurred2013-06-30$14,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$13,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$383,528
Value of total assets at end of year2013-06-30$375,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$219
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$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$112,151
Participant contributions at end of year2013-06-30$3,046
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$110,599
Administrative expenses (other) incurred2013-06-30$219
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$375,745
Value of net assets at end of year (total assets less liabilities)2013-06-30$375,745
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 registered invesment companies (eg mutual funds) at end of year2013-06-30$257,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$6,410
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$160,778
Employer contributions (assets) at end of year2013-06-30$115,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$13,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30BONADIO & CO., LLP
Accountancy firm EIN2013-06-30161131146

Form 5500 Responses for 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

2021: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered565
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 $575
Contracts With Unallocated Funds Deposit Administration1
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 fees575
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered588
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 $2,576
Contracts With Unallocated Funds Deposit Administration1
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 fees2576
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered469
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 $1,397
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1397
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered466
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 $966
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 number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered374
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 $526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered319
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 $330
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees330
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered269
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 $139
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 fees139
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011997-K
Policy instance 1
Insurance contract or identification number011997-K
Number of Individuals Covered166
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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