?>
Logo

EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE MENTALLY DISABLED, has sponsored the creation of one or more 401k plans.

Company Name:FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE MENTALLY DISABLED,
Employer identification number (EIN):237237931
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2018-10-11
0022016-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2017-10-11
0022015-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2016-10-14
0022014-01-01STEPHEN MCCARTHY
0022013-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2015-10-05
0022012-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2013-10-15
0022011-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2012-10-12
0022009-01-01STEPHEN MCCARTHY STEPHEN MCCARTHY2010-10-13
0022007-01-01ANDREW FAIR
0022007-01-01ANDREW FAIR
0022006-01-01ANDREW FAIR

Plan Statistics for EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2022 401k membership
Total participants, beginning-of-year2022-01-011,064
Total number of active participants reported on line 7a of the Form 55002022-01-01713
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01447
Total of all active and inactive participants2022-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,160
Number of participants with account balances2022-01-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2021 401k membership
Total participants, beginning-of-year2021-01-011,052
Total number of active participants reported on line 7a of the Form 55002021-01-01766
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01296
Total of all active and inactive participants2021-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,064
Number of participants with account balances2021-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2020 401k membership
Total participants, beginning-of-year2020-01-01970
Total number of active participants reported on line 7a of the Form 55002020-01-01749
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01301
Total of all active and inactive participants2020-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,052
Number of participants with account balances2020-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2019 401k membership
Total participants, beginning-of-year2019-01-01947
Total number of active participants reported on line 7a of the Form 55002019-01-01671
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01296
Total of all active and inactive participants2019-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01970
Number of participants with account balances2019-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2018 401k membership
Total participants, beginning-of-year2018-01-01908
Total number of active participants reported on line 7a of the Form 55002018-01-01641
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01301
Total of all active and inactive participants2018-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01947
Number of participants with account balances2018-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2017 401k membership
Total participants, beginning-of-year2017-01-01821
Total number of active participants reported on line 7a of the Form 55002017-01-01627
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01276
Total of all active and inactive participants2017-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01908
Number of participants with account balances2017-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2016 401k membership
Total participants, beginning-of-year2016-01-01718
Total number of active participants reported on line 7a of the Form 55002016-01-01568
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01247
Total of all active and inactive participants2016-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01821
Number of participants with account balances2016-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2015 401k membership
Total participants, beginning-of-year2015-01-01552
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01203
Total of all active and inactive participants2015-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01718
Number of participants with account balances2015-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2014 401k membership
Total participants, beginning-of-year2014-01-01579
Total number of active participants reported on line 7a of the Form 55002014-01-01443
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01552
Number of participants with account balances2014-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2013 401k membership
Total participants, beginning-of-year2013-01-01449
Total number of active participants reported on line 7a of the Form 55002013-01-01487
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01579
Number of participants with account balances2013-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2012 401k membership
Total participants, beginning-of-year2012-01-01431
Total number of active participants reported on line 7a of the Form 55002012-01-01380
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01449
Number of participants with account balances2012-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2011 401k membership
Total participants, beginning-of-year2011-01-01402
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01431
Number of participants with account balances2011-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2009 401k membership
Total participants, beginning-of-year2009-01-01365
Total number of active participants reported on line 7a of the Form 55002009-01-01409
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01423
Number of participants with account balances2009-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2007 401k membership
Total participants, beginning-of-year2007-01-01278
Total number of active participants reported on line 7a of the Form 55002007-01-01252
Number of other retired or separated participants entitled to future benefits2007-01-0120
Total of all active and inactive participants2007-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-011
Total participants2007-01-01273
Number of participants with account balances2007-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0126
2006: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2006 401k membership
Total participants, beginning-of-year2006-01-01197
Total number of active participants reported on line 7a of the Form 55002006-01-01151
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0116
Total of all active and inactive participants2006-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-011
Total participants2006-01-01168
Number of participants with account balances2006-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0129

Financial Data on EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,354,313
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$513,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$476,346
Expenses. Certain deemed distributions of participant loans2022-12-31$26,082
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,234,888
Value of total assets at end of year2022-12-31$16,356,389
Value of total assets at beginning of year2022-12-31$18,224,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,890
Total interest from all sources2022-12-31$24,230
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$687,401
Participant contributions at end of year2022-12-31$496,391
Participant contributions at beginning of year2022-12-31$408,841
Participant contributions at end of year2022-12-31$19,136
Participant contributions at beginning of year2022-12-31$21,291
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,920
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$10,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,867,631
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,356,389
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,224,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,294,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,261,467
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$17,975
Interest earned on other investments2022-12-31$6,255
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,528,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,513,912
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,613,431
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$542,567
Employer contributions (assets) at end of year2022-12-31$18,133
Employer contributions (assets) at beginning of year2022-12-31$18,509
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$476,346
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,451,081
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,159,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,004,068
Expenses. Certain deemed distributions of participant loans2021-12-31$143,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,240,323
Value of total assets at end of year2021-12-31$18,224,020
Value of total assets at beginning of year2021-12-31$15,932,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,602
Total interest from all sources2021-12-31$44,246
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$669,383
Participant contributions at end of year2021-12-31$408,841
Participant contributions at beginning of year2021-12-31$468,964
Participant contributions at end of year2021-12-31$21,291
Participant contributions at beginning of year2021-12-31$21,301
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$11,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,291,977
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,224,020
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,932,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,261,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,189,844
Interest on participant loans2021-12-31$20,320
Interest earned on other investments2021-12-31$23,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,513,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,231,081
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,166,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$570,940
Employer contributions (assets) at end of year2021-12-31$18,509
Employer contributions (assets) at beginning of year2021-12-31$20,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,004,068
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$3,186,095
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$449,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$415,187
Expenses. Certain deemed distributions of participant loans2020-12-31$1,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,440,839
Value of total assets at end of year2020-12-31$15,932,043
Value of total assets at beginning of year2020-12-31$13,195,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,118
Total interest from all sources2020-12-31$48,116
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$767,864
Participant contributions at end of year2020-12-31$468,964
Participant contributions at beginning of year2020-12-31$551,860
Participant contributions at end of year2020-12-31$21,301
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,125
Other income not declared elsewhere2020-12-31$2
Administrative expenses (other) incurred2020-12-31$33,118
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$2,736,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,932,043
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,195,392
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,189,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,483,248
Interest on participant loans2020-12-31$26,072
Interest earned on other investments2020-12-31$22,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,231,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,160,284
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,697,138
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$623,850
Employer contributions (assets) at end of year2020-12-31$20,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$415,187
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2019 401k financial data
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 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$3,236,972
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$782,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$726,056
Expenses. Certain deemed distributions of participant loans2019-12-31$8,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,316,424
Value of total assets at end of year2019-12-31$13,195,392
Value of total assets at beginning of year2019-12-31$10,741,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,417
Total interest from all sources2019-12-31$63,465
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$730,160
Participant contributions at end of year2019-12-31$551,860
Participant contributions at beginning of year2019-12-31$537,115
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,317
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$48,417
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$2,454,078
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,195,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,741,314
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,483,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,276,495
Interest on participant loans2019-12-31$27,696
Interest earned on other investments2019-12-31$35,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,160,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,927,704
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,857,083
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$576,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$726,056
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$809,986
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$835,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$807,854
Expenses. Certain deemed distributions of participant loans2018-12-31$17,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,419,527
Value of total assets at end of year2018-12-31$10,741,314
Value of total assets at beginning of year2018-12-31$10,766,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,150
Total interest from all sources2018-12-31$34,768
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$758,590
Participant contributions at end of year2018-12-31$537,115
Participant contributions at beginning of year2018-12-31$523,883
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$22,348
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87,644
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,302
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,741,314
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,766,616
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,276,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,261,505
Interest on participant loans2018-12-31$23,626
Interest earned on other investments2018-12-31$11,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,927,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$945,270
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-644,309
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$573,293
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$13,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$807,854
Contract administrator fees2018-12-31$10,150
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$2,483,867
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$353,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$318,895
Expenses. Certain deemed distributions of participant loans2017-12-31$21,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,291,689
Value of total assets at end of year2017-12-31$10,766,616
Value of total assets at beginning of year2017-12-31$8,636,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,354
Total interest from all sources2017-12-31$27,889
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$729,705
Participant contributions at end of year2017-12-31$523,883
Participant contributions at beginning of year2017-12-31$386,293
Participant contributions at end of year2017-12-31$22,348
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,179
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,747
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$2,130,488
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,766,616
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,636,128
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 beginning of year2017-12-31$7,387,282
Value of interest in pooled separate accounts at end of year2017-12-31$9,261,505
Interest on participant loans2017-12-31$18,880
Interest earned on other investments2017-12-31$9,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$945,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$862,553
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,164,289
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$548,805
Employer contributions (assets) at end of year2017-12-31$13,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$318,895
Contract administrator fees2017-12-31$9,607
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$1,801,604
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$550,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$513,039
Expenses. Certain deemed distributions of participant loans2016-12-31$29,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,166,949
Value of total assets at end of year2016-12-31$8,632,381
Value of total assets at beginning of year2016-12-31$7,381,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,378
Total interest from all sources2016-12-31$22,281
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$500,000
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$635,861
Participant contributions at end of year2016-12-31$382,544
Participant contributions at beginning of year2016-12-31$354,884
Participant contributions at beginning of year2016-12-31$18,446
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,337
Other income not declared elsewhere2016-12-31$0
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$1,250,983
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,632,381
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,381,398
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
Investment advisory and management fees2016-12-31$8,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,177,266
Value of interest in pooled separate accounts at end of year2016-12-31$7,387,284
Interest on participant loans2016-12-31$13,930
Interest earned on other investments2016-12-31$8,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$862,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$813,029
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$612,374
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$487,751
Employer contributions (assets) at beginning of year2016-12-31$17,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$513,039
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$875,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$182,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,390
Expenses. Certain deemed distributions of participant loans2015-12-31$42,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$914,887
Value of total assets at end of year2015-12-31$7,381,398
Value of total assets at beginning of year2015-12-31$6,688,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,842
Total interest from all sources2015-12-31$18,896
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$500,000
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$424,465
Participant contributions at end of year2015-12-31$354,884
Participant contributions at beginning of year2015-12-31$279,606
Participant contributions at end of year2015-12-31$18,446
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,533
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,842
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$693,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,381,398
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,688,129
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$6,177,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,643,412
Interest on participant loans2015-12-31$11,090
Interest earned on other investments2015-12-31$7,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$813,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$750,575
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-57,965
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$444,889
Employer contributions (assets) at end of year2015-12-31$17,773
Employer contributions (assets) at beginning of year2015-12-31$14,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,390
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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$1,166,058
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$594,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$570,619
Expenses. Certain deemed distributions of participant loans2014-12-31$23,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$786,287
Value of total assets at end of year2014-12-31$6,688,129
Value of total assets at beginning of year2014-12-31$6,116,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$18,420
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$500,000
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$357,539
Participant contributions at end of year2014-12-31$279,606
Participant contributions at beginning of year2014-12-31$274,151
Participant contributions at beginning of year2014-12-31$234
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,458
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
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$571,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,688,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,116,242
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$5,643,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,094,387
Interest on participant loans2014-12-31$11,272
Interest earned on other investments2014-12-31$7,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$750,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$713,519
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$361,351
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$409,290
Employer contributions (assets) at end of year2014-12-31$14,536
Employer contributions (assets) at beginning of year2014-12-31$33,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$570,619
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,649,720
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$362,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$251,061
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$713,800
Value of total assets at end of year2013-12-31$6,082,059
Value of total assets at beginning of year2013-12-31$4,795,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,886
Total interest from all sources2013-12-31$16,749
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$350,972
Participant contributions at end of year2013-12-31$274,153
Participant contributions at beginning of year2013-12-31$210,975
Participant contributions at end of year2013-12-31$234
Participant contributions at beginning of year2013-12-31$369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,935
Other income not declared elsewhere2013-12-31$84,976
Administrative expenses (other) incurred2013-12-31$111,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,286,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,082,059
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,795,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,094,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,921,125
Interest on participant loans2013-12-31$9,209
Interest earned on other investments2013-12-31$7,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$713,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$663,186
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$834,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$352,893
Employer contributions (assets) at end of year2013-12-31$33,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$251,061
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,026,656
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$265,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$255,917
Expenses. Certain deemed distributions of participant loans2012-12-31$3,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$631,908
Value of total assets at end of year2012-12-31$4,803,996
Value of total assets at beginning of year2012-12-31$4,043,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,416
Total interest from all sources2012-12-31$17,752
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,416
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$308,671
Participant contributions at end of year2012-12-31$219,318
Participant contributions at beginning of year2012-12-31$176,430
Participant contributions at end of year2012-12-31$369
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,356
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$760,756
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,803,996
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,043,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,921,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,147,291
Interest on participant loans2012-12-31$6,514
Interest earned on other investments2012-12-31$11,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$663,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$719,519
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$376,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$321,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$255,917
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$676,791
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$244,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$227,709
Expenses. Certain deemed distributions of participant loans2011-12-31$10,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$678,562
Value of total assets at end of year2011-12-31$4,043,240
Value of total assets at beginning of year2011-12-31$3,610,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,157
Total interest from all sources2011-12-31$18,795
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$326,102
Participant contributions at end of year2011-12-31$176,430
Participant contributions at beginning of year2011-12-31$161,214
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,749
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$432,355
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,043,240
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,610,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,147,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,884,295
Interest on participant loans2011-12-31$5,821
Interest earned on other investments2011-12-31$12,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$719,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$565,376
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-20,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$322,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$227,709
Contract administrator fees2011-12-31$6,157
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOLTZ RUBENSTEIN REMINICK
Accountancy firm EIN2011-12-31112355064
2010 : EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,081,872
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$146,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$135,193
Expenses. Certain deemed distributions of participant loans2010-12-31$5,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$720,155
Value of total assets at end of year2010-12-31$3,610,885
Value of total assets at beginning of year2010-12-31$2,675,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,869
Total interest from all sources2010-12-31$17,940
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$332,319
Participant contributions at end of year2010-12-31$161,214
Participant contributions at beginning of year2010-12-31$64,856
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$72,546
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$935,741
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,610,885
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,675,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,884,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,135,920
Interest on participant loans2010-12-31$3,648
Interest earned on other investments2010-12-31$14,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$565,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$474,368
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$343,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$315,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$135,193
Contract administrator fees2010-12-31$5,869
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTZ RUBESTEIN REMINICK LLP
Accountancy firm EIN2010-12-31112355064

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE

2022: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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
2016: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2007: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: EMPLOYEE BENEFIT PLAN OF FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number907250
Policy instance 1
Insurance contract or identification number907250
Number of Individuals Covered1160
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 $3,215
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3215
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 number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered1064
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,289
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2289
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 number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered1052
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 $2,289
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2289
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 number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered970
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 $2,635
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2635
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 number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered908
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 $1,861
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1861
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered718
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 $756
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 fees756
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered552
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 $1,423
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 fees1423
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered579
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $591
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 fees591
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered449
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $920
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 fees330
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSTEPHEN DUGANIERI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered431
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,107
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022542C
Policy instance 1
Insurance contract or identification number022542C
Number of Individuals Covered402
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,822
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3