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403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS
Plan identification number 003

403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

CORNERSTONE FAMILY PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FAMILY PROGRAMS
Employer identification number (EIN):221489900
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01COLE JORDAN2023-06-13
0032021-01-01GARFIELD GRANT2022-07-13
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01CHERYL AMATELLI
0032016-01-01CHERYL AMATELLI CHERYL AMATELLI2017-07-26
0032015-01-01CHERYL AMATELLI CHERYL AMATELLI2016-08-18
0032014-01-01AUDREY WELLS AUDREY WELLS2015-08-26
0032013-01-01AUDREY WELLS2015-08-26 AUDREY WELLS2015-08-26
0032012-01-01AUDREY WELLS2013-05-22 AUDREY WELLS2013-05-22
0032011-01-01AUDREY WELLS2012-07-05 AUDREY WELLS2012-07-05
0032010-01-01AUDREY WELLS2011-06-27 AUDREY WELLS2011-06-27

Plan Statistics for 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS

Measure Date Value
2020: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0193
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01112
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01153
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01224
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS

Measure Date Value
2020 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$325,903
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$109,142
Value of total assets at end of year2020-12-31$1,830,569
Value of total assets at beginning of year2020-12-31$1,530,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,718
Total interest from all sources2020-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$31,226
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$109,142
Participant contributions at end of year2020-12-31$2,354
Participant contributions at beginning of year2020-12-31$1,050
Participant contributions at end of year2020-12-31$4,428
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$300,405
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,830,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,530,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,754,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,449,237
Interest on participant loans2020-12-31$124
Income. Interest from loans (other than to participants)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$69,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$185,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,780
Contract administrator fees2020-12-31$7,788
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOBEL & CO. LLC
Accountancy firm EIN2020-12-31221430039
2019 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$348,935
Total income from all sources (including contributions)2019-12-31$348,935
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$239,047
Total of all expenses incurred2019-12-31$239,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$227,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$227,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,857
Value of total assets at end of year2019-12-31$1,530,164
Value of total assets at end of year2019-12-31$1,530,164
Value of total assets at beginning of year2019-12-31$1,420,276
Value of total assets at beginning of year2019-12-31$1,420,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,978
Total interest from all sources2019-12-31$2,666
Total interest from all sources2019-12-31$2,666
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,241
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,241
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,241
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$103,857
Contributions received from participants2019-12-31$103,857
Participant contributions at end of year2019-12-31$1,050
Participant contributions at end of year2019-12-31$1,050
Participant contributions at beginning of year2019-12-31$4,487
Participant contributions at beginning of year2019-12-31$4,487
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$97,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$97,464
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$24
Administrative expenses (other) incurred2019-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$109,888
Value of net income/loss2019-12-31$109,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,530,164
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,530,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,420,276
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,420,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,492
Investment advisory and management fees2019-12-31$4,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,449,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,449,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,337,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,337,964
Interest on participant loans2019-12-31$333
Interest on participant loans2019-12-31$333
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$2,333
Interest earned on other investments2019-12-31$2,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$213,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$213,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$129,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$129,605
Contract administrator fees2019-12-31$7,462
Contract administrator fees2019-12-31$7,462
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOBEL & CO. LLC
Accountancy firm name2019-12-31SOBEL & CO. LLC
Accountancy firm EIN2019-12-31221430039
Accountancy firm EIN2019-12-31221430039
2018 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$45,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$878,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$867,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$99,161
Value of total assets at end of year2018-12-31$1,420,276
Value of total assets at beginning of year2018-12-31$2,252,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,426
Total interest from all sources2018-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$26,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$26,948
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$99,161
Participant contributions at end of year2018-12-31$4,487
Participant contributions at beginning of year2018-12-31$9,107
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,502
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,044
Other income not declared elsewhere2018-12-31$3,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-832,499
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,420,276
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,252,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,337,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,161,776
Interest on participant loans2018-12-31$70
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$77,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$78,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-83,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$862,722
Contract administrator fees2018-12-31$6,169
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOBEL & CO. LLC
Accountancy firm EIN2018-12-31221430039
2017 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$368,250
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$349,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$349,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$108,700
Value of total assets at end of year2017-12-31$2,252,775
Value of total assets at beginning of year2017-12-31$2,234,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$610
Total interest from all sources2017-12-31$173
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$26,567
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$107,984
Participant contributions at end of year2017-12-31$9,107
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$3,502
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$716
Other income not declared elsewhere2017-12-31$1,257
Administrative expenses (other) incurred2017-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,252,775
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,234,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,161,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,635,664
Value of interest in pooled separate accounts at end of year2017-12-31$0
Interest on participant loans2017-12-31$72
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$78,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$598,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-489
Net investment gain/loss from pooled separate accounts2017-12-31$232,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$349,207
Contract administrator fees2017-12-31$60
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOBEL & CO. LLC
Accountancy firm EIN2017-12-31221430039
2016 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$246,422
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$250,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$249,784
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$109,138
Value of total assets at end of year2016-12-31$2,234,342
Value of total assets at beginning of year2016-12-31$2,238,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$617
Total interest from all sources2016-12-31$7,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$109,138
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,979
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,234,342
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,238,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,635,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,618,269
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$7,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$598,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$620,052
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$129,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$249,784
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOBEL & CO. LLC
Accountancy firm EIN2016-12-31221430039
2015 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$237,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$279,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$279,668
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$246,479
Value of total assets at end of year2015-12-31$2,238,321
Value of total assets at beginning of year2015-12-31$2,281,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$328
Total interest from all sources2015-12-31$7,493
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$153,307
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,999
Other income not declared elsewhere2015-12-31$4
Administrative expenses (other) incurred2015-12-31$328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-42,910
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,238,321
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,281,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,618,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,704,164
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$7,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$620,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$577,067
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-16,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$73,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$279,668
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOBEL & CO., LLC
Accountancy firm EIN2015-12-31221430039
2014 : 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$355,474
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$195,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$195,404
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$249,375
Value of total assets at end of year2014-12-31$2,281,230
Value of total assets at beginning of year2014-12-31$2,121,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$400
Total interest from all sources2014-12-31$7,157
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$170,682
Participant contributions at beginning of year2014-12-31$5,588
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$911
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$159,670
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,281,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,121,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,704,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,596,560
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$7,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$577,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$517,497
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$98,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,782
Employer contributions (assets) at beginning of year2014-12-31$1,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$195,404
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SOBEL & CO., LLC
Accountancy firm EIN2014-12-31221430039

Form 5500 Responses for 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS

2020: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CORNERSTONE FAMILY PROGRAMS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $550
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees550
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP.PROGRA
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $550
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees550
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRA
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered112
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $293
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees293
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053371C
Policy instance 1
Insurance contract or identification number053371C
Number of Individuals Covered103
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $228
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees228
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE

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