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403(B) THRIFT PLAN OF LULAC HEAD START, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF LULAC HEAD START, INC.
Plan identification number 001

403(B) THRIFT PLAN OF LULAC HEAD START, INC. 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

LULAC HEAD START, INC. has sponsored the creation of one or more 401k plans.

Company Name:LULAC HEAD START, INC.
Employer identification number (EIN):222478707
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF LULAC HEAD START, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01 CATHERINE SEGAL2018-04-17
0012016-07-01
0012015-07-01CATHERINE SEGAL CATHERINE SEGAL2018-01-05
0012014-07-01ANDREA MIRANDA2016-04-22 ANDREA MIRANDA2016-04-22
0012014-07-01ANDREA MIRANDA2016-04-05 ANDREA MIRANDA2016-04-05
0012014-07-01ANDREA MIRANDA2016-04-22 ANDREA MIRANDA2016-04-22
0012014-07-01
0012013-07-01MAGDALENA ROSALES-ALBAN2014-11-26 MAGDALENA ROSALES-ALBAN2014-11-26
0012012-07-01MAGDALENA ROSALES-ALBAN2013-12-12 MAGDALENA ROSALES-ALBAN2013-12-12
0012011-07-01MAGDALENA ROSALES-ALBAN2013-01-22 MAGDALENA ROSALES-ALBAN2013-01-22
0012010-07-01MAGDALENA ROSALES-ALBAN2012-01-24 MAGDALENA ROSALES-ALBAN2012-01-24
0012007-07-01NOEL GRANT
0012006-07-01NOEL GRANT

Plan Statistics for 403(B) THRIFT PLAN OF LULAC HEAD START, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF LULAC HEAD START, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01153
Total number of active participants reported on line 7a of the Form 55002021-07-0198
Number of other retired or separated participants entitled to future benefits2021-07-0151
Total of all active and inactive participants2021-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01149
Number of participants with account balances2021-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01155
Total number of active participants reported on line 7a of the Form 55002020-07-01103
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0150
Total of all active and inactive participants2020-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01153
Number of participants with account balances2020-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01165
Total number of active participants reported on line 7a of the Form 55002019-07-01119
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0136
Total of all active and inactive participants2019-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01155
Number of participants with account balances2019-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0111
2018: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01172
Total number of active participants reported on line 7a of the Form 55002018-07-01118
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01165
Number of participants with account balances2018-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0123
2017: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01203
Total number of active participants reported on line 7a of the Form 55002017-07-01135
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01172
Number of participants with account balances2017-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0120
2016: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01110
Total number of active participants reported on line 7a of the Form 55002016-07-01141
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0162
Total of all active and inactive participants2016-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01203
Number of participants with account balances2016-07-01173
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 LULAC HEAD START, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01136
Total number of active participants reported on line 7a of the Form 55002015-07-01126
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01157
Number of participants with account balances2015-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01135
Total number of active participants reported on line 7a of the Form 55002014-07-01117
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01138
Number of participants with account balances2014-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2007: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2007 401k membership
Total participants, beginning-of-year2007-07-0160
Total number of active participants reported on line 7a of the Form 55002007-07-0156
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-0120
Total of all active and inactive participants2007-07-0176
Total participants2007-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-018
2006: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2006 401k membership
Total participants, beginning-of-year2006-07-0154
Total number of active participants reported on line 7a of the Form 55002006-07-0160
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-0114
Total of all active and inactive participants2006-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-017

Financial Data on 403(B) THRIFT PLAN OF LULAC HEAD START, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-43,565
Total of all expenses incurred2022-06-30$226,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$188,050
Expenses. Certain deemed distributions of participant loans2022-06-30$12,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$263,595
Value of total assets at end of year2022-06-30$2,048,641
Value of total assets at beginning of year2022-06-30$2,318,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$25,890
Total interest from all sources2022-06-30$3,845
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$1,000,000
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$110,234
Participant contributions at end of year2022-06-30$41,227
Participant contributions at beginning of year2022-06-30$69,782
Participant contributions at end of year2022-06-30$3,016
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$22,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$25,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-269,790
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,048,641
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,318,431
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 registered invesment companies (eg mutual funds) at end of year2022-06-30$1,755,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,954,366
Value of interest in pooled separate accounts at end of year2022-06-30$74,120
Value of interest in pooled separate accounts at beginning of year2022-06-30$90,109
Interest on participant loans2022-06-30$2,682
Interest earned on other investments2022-06-30$1,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$86
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$171,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$204,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-297,129
Net investment gain/loss from pooled separate accounts2022-06-30$-13,876
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 contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$130,856
Employer contributions (assets) at end of year2022-06-30$2,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$188,050
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 name2022-06-30WALSH & DICKINSON
Accountancy firm EIN2022-06-30823222207
2021 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$756,201
Total of all expenses incurred2021-06-30$142,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$118,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$293,743
Value of total assets at end of year2021-06-30$2,318,431
Value of total assets at beginning of year2021-06-30$1,704,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$23,562
Total interest from all sources2021-06-30$4,113
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$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$111,801
Participant contributions at end of year2021-06-30$69,782
Participant contributions at beginning of year2021-06-30$54,657
Participant contributions at beginning of year2021-06-30$2,022
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$39,497
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$23,562
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$613,837
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,318,431
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,704,594
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$1,954,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,348,794
Value of interest in pooled separate accounts at end of year2021-06-30$90,109
Value of interest in pooled separate accounts at beginning of year2021-06-30$80,203
Interest on participant loans2021-06-30$2,002
Interest earned on other investments2021-06-30$2,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$204,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$214,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$438,532
Net investment gain/loss from pooled separate accounts2021-06-30$19,813
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 contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$142,445
Employer contributions (assets) at beginning of year2021-06-30$4,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$118,802
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 name2021-06-30WALSH & DICKINSON
Accountancy firm EIN2021-06-30823222207
2020 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$324,338
Total of all expenses incurred2020-06-30$193,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$180,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$287,343
Value of total assets at end of year2020-06-30$1,697,654
Value of total assets at beginning of year2020-06-30$1,567,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$13,338
Total interest from all sources2020-06-30$1,861
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$200,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$112,333
Participant contributions at end of year2020-06-30$54,654
Participant contributions at beginning of year2020-06-30$45,533
Participant contributions at end of year2020-06-30$2,022
Participant contributions at beginning of year2020-06-30$10
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$31,676
Other income not declared elsewhere2020-06-30$264
Administrative expenses (other) incurred2020-06-30$13,338
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$130,434
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,697,654
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,567,220
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$1,428,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$820,499
Value of interest in pooled separate accounts at end of year2020-06-30$80,203
Interest on participant loans2020-06-30$1,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$214,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$701,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$35,095
Net investment gain/loss from pooled separate accounts2020-06-30$-225
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$143,334
Employer contributions (assets) at end of year2020-06-30$4,915
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$180,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
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 name2020-06-30BAILEY MOORE GLAZER SCHAEFER PROTO
Accountancy firm EIN2020-06-30060674931
2019 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$343,898
Total of all expenses incurred2019-06-30$150,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$148,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$302,782
Value of total assets at end of year2019-06-30$1,571,010
Value of total assets at beginning of year2019-06-30$1,377,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,497
Total interest from all sources2019-06-30$9,972
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$9,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$9,972
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$101,963
Participant contributions at end of year2019-06-30$45,533
Participant contributions at beginning of year2019-06-30$56,761
Participant contributions at end of year2019-06-30$10
Participant contributions at beginning of year2019-06-30$4,248
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,653
Administrative expenses (other) incurred2019-06-30$2,497
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$193,229
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,571,010
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,377,781
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$820,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$631,037
Interest earned on other investments2019-06-30$9,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$701,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$674,104
Net investment gain/loss from pooled separate accounts2019-06-30$31,144
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 contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$198,166
Employer contributions (assets) at end of year2019-06-30$3,780
Employer contributions (assets) at beginning of year2019-06-30$11,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$148,172
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
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BAILEY MOORE GLAZER SCHAEFER PROTO
Accountancy firm EIN2019-06-30060674931
2018 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$353,380
Total of all expenses incurred2018-06-30$203,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$201,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$308,132
Value of total assets at end of year2018-06-30$1,377,781
Value of total assets at beginning of year2018-06-30$1,227,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,364
Total interest from all sources2018-06-30$7,157
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$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$101,745
Participant contributions at end of year2018-06-30$56,761
Participant contributions at beginning of year2018-06-30$87,542
Participant contributions at end of year2018-06-30$4,248
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$8,069
Administrative expenses (other) incurred2018-06-30$2,364
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$149,901
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,377,781
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,227,880
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$631,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$388,692
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$7,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$674,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$743,661
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$38,091
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 contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$198,318
Employer contributions (assets) at end of year2018-06-30$11,631
Employer contributions (assets) at beginning of year2018-06-30$7,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$201,115
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
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BAILEY MOORE GLAZER SCHAEFER PROTO
Accountancy firm EIN2018-06-30060674931
2017 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$264,934
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$56,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$51,793
Expenses. Certain deemed distributions of participant loans2017-06-30$2,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$223,585
Value of total assets at end of year2017-06-30$1,241,308
Value of total assets at beginning of year2017-06-30$1,025,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,847
Total interest from all sources2017-06-30$8,043
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
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$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$64,167
Participant contributions at end of year2017-06-30$87,542
Participant contributions at beginning of year2017-06-30$67,573
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,847
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$208,332
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,241,308
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,025,113
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$388,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$217,397
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$8,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$743,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$726,594
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$33,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$159,418
Employer contributions (assets) at end of year2017-06-30$21,412
Employer contributions (assets) at beginning of year2017-06-30$13,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$51,793
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
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAILEY MOORE GLAZER SCHAEFER PROTO
Accountancy firm EIN2017-06-30060674931
2016 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$128,592
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$49,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$47,332
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$121,930
Value of total assets at end of year2016-06-30$1,025,113
Value of total assets at beginning of year2016-06-30$946,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,198
Total interest from all sources2016-06-30$7,883
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
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$32,821
Participant contributions at end of year2016-06-30$67,573
Participant contributions at beginning of year2016-06-30$48,053
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,198
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$79,062
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,025,113
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$946,051
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$217,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$180,182
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$7,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$726,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$709,260
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-1,221
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 contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$89,109
Employer contributions (assets) at end of year2016-06-30$13,549
Employer contributions (assets) at beginning of year2016-06-30$8,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$47,332
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BAILEY MOORE GLAZER SCHAEFER& PROTO
Accountancy firm EIN2016-06-30060674931
2015 : 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$137,989
Total of all expenses incurred2015-06-30$95,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$92,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$122,593
Value of total assets at end of year2015-06-30$946,051
Value of total assets at beginning of year2015-06-30$903,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,614
Total interest from all sources2015-06-30$7,540
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$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$38,532
Participant contributions at end of year2015-06-30$48,053
Participant contributions at beginning of year2015-06-30$47,788
Administrative expenses (other) incurred2015-06-30$2,614
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$42,632
Value of net assets at end of year (total assets less liabilities)2015-06-30$946,051
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$903,419
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$180,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$164,285
Interest earned on other investments2015-06-30$7,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$709,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$689,028
Net investment gain/loss from pooled separate accounts2015-06-30$7,856
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$84,061
Employer contributions (assets) at end of year2015-06-30$8,556
Employer contributions (assets) at beginning of year2015-06-30$2,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$92,743
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
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BAILEY MOORE GLAZER SCHAEFER PROTO
Accountancy firm EIN2015-06-30060674931

Form 5500 Responses for 403(B) THRIFT PLAN OF LULAC HEAD START, INC.

2021: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: 403(B) THRIFT PLAN OF LULAC HEAD START, INC. 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan 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 number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered17
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered18
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 $794
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 fees794
Additional information about fees paid to insurance brokerDISCRETIONARY, VARIABLE COMPENSATION PAID TO REGIONAL OFFICE SALES PERSONNEL
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered20
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 $390
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 fees390
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered165
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 $1,446
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 fees1446
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered172
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 $338
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 fees338
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered203
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $319
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 fees319
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015669C
Policy instance 1
Insurance contract or identification number015669C
Number of Individuals Covered101
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 $159
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 fees159
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3

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