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403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC.
Plan identification number 002

403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MIDPENN LEGAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDPENN LEGAL SERVICES, INC.
Employer identification number (EIN):237101191
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01ELIZABETH TRUNTZ
0022023-01-01
0022023-01-01VIRGINIA DIGGS
0022022-01-01
0022022-01-01ELIZABETH TRUNTZ
0022021-01-01
0022021-01-01ELIZABETH TRUNTZ
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ELIZABETH S. TRUNTZ
0022016-01-01ELIZABETH S. TRUNTZ
0022015-01-01ELIZABETH TRUNTZ
0022014-01-01ELIZABETH TRUNTZ
0022013-01-01ELIZABETH TRUNTZ ELIZABETH TRUNTZ2014-07-25
0022012-01-01ELIZABETH TRUNTZ ELIZABETH TRUNTZ2013-07-30
0022011-01-01ELIZABETH TRUNTZ2012-07-23
0022010-01-01ELIZABETH TRUNTZ2011-10-21
0022009-01-01ELIZABETH TRUNTZ

Financial Data on 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC.

Measure Date Value
2023 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,746,558
Expenses. Total of all expenses incurred2023-12-31$41,142
Benefits paid (including direct rollovers)2023-12-31$40,488
Total plan assets at end of year2023-12-31$7,962,769
Total plan assets at beginning of year2023-12-31$6,257,353
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$328,831
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$18,464
Other income received2023-12-31$1,012,752
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,705,416
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,962,769
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,257,353
Total contributions received or receivable from employer(s)2023-12-31$386,511
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$654
2022 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-537,950
Expenses. Total of all expenses incurred2022-12-31$535,198
Benefits paid (including direct rollovers)2022-12-31$534,634
Total plan assets at end of year2022-12-31$6,257,353
Total plan assets at beginning of year2022-12-31$7,330,501
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$280,300
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$3,016
Other income received2022-12-31$-1,061,012
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,073,148
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,257,353
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,330,501
Assets. Value of participant loans2022-12-31$30,791
Total contributions received or receivable from employer(s)2022-12-31$239,746
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$564
2021 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2021 401k financial data
Total income from all sources2021-12-31$1,477,992
Expenses. Total of all expenses incurred2021-12-31$508,048
Benefits paid (including direct rollovers)2021-12-31$507,346
Total plan assets at end of year2021-12-31$7,330,501
Total plan assets at beginning of year2021-12-31$6,360,557
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$295,134
Expenses. Other expenses not covered elsewhere2021-12-31$702
Contributions received from other sources (not participants or employers)2021-12-31$11,179
Other income received2021-12-31$971,776
Net income (gross income less expenses)2021-12-31$969,944
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,330,501
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,360,557
Assets. Value of participant loans2021-12-31$47,908
Total contributions received or receivable from employer(s)2021-12-31$199,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,257,602
Expenses. Total of all expenses incurred2020-12-31$57,964
Benefits paid (including direct rollovers)2020-12-31$57,147
Total plan assets at end of year2020-12-31$6,360,557
Total plan assets at beginning of year2020-12-31$5,160,919
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$295,736
Expenses. Other expenses not covered elsewhere2020-12-31$817
Contributions received from other sources (not participants or employers)2020-12-31$40,670
Other income received2020-12-31$733,026
Net income (gross income less expenses)2020-12-31$1,199,638
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,360,557
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,160,919
Assets. Value of participant loans2020-12-31$57,882
Total contributions received or receivable from employer(s)2020-12-31$188,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,223,619
Expenses. Total of all expenses incurred2019-12-31$136,930
Benefits paid (including direct rollovers)2019-12-31$135,959
Total plan assets at end of year2019-12-31$5,160,919
Total plan assets at beginning of year2019-12-31$4,074,230
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$270,982
Expenses. Other expenses not covered elsewhere2019-12-31$971
Contributions received from other sources (not participants or employers)2019-12-31$206
Other income received2019-12-31$799,115
Net income (gross income less expenses)2019-12-31$1,086,689
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,160,919
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,074,230
Assets. Value of participant loans2019-12-31$46,466
Total contributions received or receivable from employer(s)2019-12-31$153,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$189,469
Expenses. Total of all expenses incurred2018-12-31$319,760
Benefits paid (including direct rollovers)2018-12-31$318,780
Total plan assets at end of year2018-12-31$4,074,230
Total plan assets at beginning of year2018-12-31$4,204,521
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$253,456
Expenses. Other expenses not covered elsewhere2018-12-31$980
Contributions received from other sources (not participants or employers)2018-12-31$8,724
Other income received2018-12-31$-203,346
Net income (gross income less expenses)2018-12-31$-130,291
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,074,230
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,204,521
Assets. Value of participant loans2018-12-31$32,653
Total contributions received or receivable from employer(s)2018-12-31$130,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$786,741
Expenses. Total of all expenses incurred2017-12-31$163,480
Benefits paid (including direct rollovers)2017-12-31$162,467
Total plan assets at end of year2017-12-31$4,204,521
Total plan assets at beginning of year2017-12-31$3,581,260
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$209,484
Expenses. Other expenses not covered elsewhere2017-12-31$1,013
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$463,628
Net income (gross income less expenses)2017-12-31$623,261
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,204,521
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,581,260
Assets. Value of participant loans2017-12-31$35,020
Total contributions received or receivable from employer(s)2017-12-31$113,629
Value of certain deemed distributions of participant loans2017-12-31$0
2016 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$564,072
Expenses. Total of all expenses incurred2016-12-31$202,761
Benefits paid (including direct rollovers)2016-12-31$201,605
Total plan assets at end of year2016-12-31$3,581,260
Total plan assets at beginning of year2016-12-31$3,219,949
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$203,094
Expenses. Other expenses not covered elsewhere2016-12-31$1,156
Contributions received from other sources (not participants or employers)2016-12-31$5,656
Other income received2016-12-31$254,232
Net income (gross income less expenses)2016-12-31$361,311
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,581,260
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,219,949
Assets. Value of participant loans2016-12-31$29,010
Total contributions received or receivable from employer(s)2016-12-31$101,090
Value of certain deemed distributions of participant loans2016-12-31$0
2015 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$303,049
Expenses. Total of all expenses incurred2015-12-31$164,553
Benefits paid (including direct rollovers)2015-12-31$163,961
Total plan assets at end of year2015-12-31$3,219,949
Total plan assets at beginning of year2015-12-31$3,081,453
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$221,111
Expenses. Other expenses not covered elsewhere2015-12-31$592
Contributions received from other sources (not participants or employers)2015-12-31$3,379
Other income received2015-12-31$-9,662
Net income (gross income less expenses)2015-12-31$138,496
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,219,949
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,081,453
Assets. Value of participant loans2015-12-31$42,711
Total contributions received or receivable from employer(s)2015-12-31$88,221
Value of certain deemed distributions of participant loans2015-12-31$0
2014 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2014 401k financial data
Total income from all sources2014-12-31$498,110
Expenses. Total of all expenses incurred2014-12-31$487,557
Benefits paid (including direct rollovers)2014-12-31$487,557
Total plan assets at end of year2014-12-31$3,081,453
Total plan assets at beginning of year2014-12-31$3,070,900
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$206,951
Other income received2014-12-31$207,847
Net income (gross income less expenses)2014-12-31$10,553
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,081,453
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,070,900
Assets. Value of participant loans2014-12-31$34,443
Total contributions received or receivable from employer(s)2014-12-31$83,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$721,744
Expenses. Total of all expenses incurred2013-12-31$135,159
Benefits paid (including direct rollovers)2013-12-31$135,159
Total plan assets at end of year2013-12-31$3,070,900
Total plan assets at beginning of year2013-12-31$2,484,315
Total contributions received or receivable from participants2013-12-31$187,978
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$25,261
Other income received2013-12-31$447,652
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$586,585
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,070,900
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,484,315
Assets. Value of participant loans2013-12-31$24,955
Total contributions received or receivable from employer(s)2013-12-31$60,853
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$479,477
Expenses. Total of all expenses incurred2012-12-31$250,830
Benefits paid (including direct rollovers)2012-12-31$250,830
Total plan assets at end of year2012-12-31$2,484,315
Total plan assets at beginning of year2012-12-31$2,268,001
Total contributions received or receivable from participants2012-12-31$180,606
Contributions received from other sources (not participants or employers)2012-12-31$42,333
Other income received2012-12-31$216,315
Net income (gross income less expenses)2012-12-31$228,647
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,484,315
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,268,001
Total contributions received or receivable from employer(s)2012-12-31$40,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC.

2023: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 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 benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 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 benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 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 MIDPENN LEGAL SERVICES, INC. 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 MIDPENN LEGAL SERVICES, INC. 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
2013: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF MIDPENN LEGAL SERVICES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number54374
Policy instance 1
Insurance contract or identification number54374
Number of Individuals Covered127
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,435
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374
Policy instance 1
Insurance contract or identification number054374
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,120
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374-C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054374-C
Policy instance 1

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