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403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES
Plan identification number 001

403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CURRY SENIOR CENTER has sponsored the creation of one or more 401k plans.

Company Name:CURRY SENIOR CENTER
Employer identification number (EIN):237362588
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CURRY SENIOR CENTER

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0672617

More information about CURRY SENIOR CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01DAVID KNEGO2023-01-30
0012019-07-01DAVID KNEGO2021-01-25 DAVID KNEGO2021-01-25
0012019-07-01DAVID KNEGO2021-01-25 DAVID KNEGO2021-01-25
0012019-07-01DAVID KNEGO2021-03-30 DAVID KNEGO2021-03-30
0012018-07-01DAVID KNEGO2021-04-01 DAVID KNEGO2021-04-01
0012018-07-01DAVID KNEGO2021-05-12 DAVID KNEGO2021-05-12
0012018-07-01DAVID KNEGO2021-03-31 DAVID KNEGO2021-03-31
0012018-07-01DAVID KNEGO2021-05-24 DAVID KNEGO2021-05-24
0012017-07-01DAVID KNEGO DAVID KNEGO2018-11-21
0012017-07-01DAVID KNEGO DAVID KNEGO2018-11-21
0012017-07-01DAVID KNEGO DAVID KNEGO2018-11-21
0012016-07-01DAVID KNEGO DAVID KNEGO2017-11-22
0012015-07-01DAVID KNEGO
0012014-07-01DAVID KNEGO
0012013-07-01DAVID KNEGO DAVID KNEGO2014-12-19
0012012-07-01DAVID KNEGO
0012011-07-01DAVID KNEGO
0012009-07-01 DAVID KNEGO2011-01-10
0012009-07-01 DAVID KNEGO2011-02-02
0012009-07-01DAVID KNEGO
0012009-07-01DAVID KNEGO
0012009-07-01DAVID KNEGO
0012008-07-01DAVID KNEGO
0012008-07-01DAVID KNEGO
0012008-07-01 DAVID KNEGO2011-01-10
0012007-07-01 DAVID KNEGO2011-02-02
0012007-07-01DAVID KNEGO

Plan Statistics for 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES

Measure Date Value
2017: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2017 401k membership
Total participants, beginning-of-year2017-07-016
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-016
Total of all active and inactive participants2017-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-016
Number of participants with account balances2017-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2016 401k membership
Total participants, beginning-of-year2016-07-016
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-016
Number of participants with account balances2016-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2015 401k membership
Total participants, beginning-of-year2015-07-017
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-016
Number of participants with account balances2015-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2014 401k membership
Total participants, beginning-of-year2014-07-017
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-017
Number of participants with account balances2014-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2013 401k membership
Total participants, beginning-of-year2013-07-016
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-016
Total of all active and inactive participants2013-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-016
Number of participants with account balances2013-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2012 401k membership
Total participants, beginning-of-year2012-07-016
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-016
Total of all active and inactive participants2012-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-016
Number of participants with account balances2012-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-016
Total of all active and inactive participants2011-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-016
Number of participants with account balances2011-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2009 401k membership
Total participants, beginning-of-year2009-07-018
Total number of active participants reported on line 7a of the Form 55002009-07-010
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-017
Number of participants with account balances2009-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2008 401k membership
Total participants, beginning-of-year2008-07-016
Total number of active participants reported on line 7a of the Form 55002008-07-010
Number of retired or separated participants receiving benefits2008-07-011
Number of other retired or separated participants entitled to future benefits2008-07-016
Total of all active and inactive participants2008-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-017
Number of participants with account balances2008-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
2007: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2007 401k membership
Total participants, beginning-of-year2007-07-016
Total number of active participants reported on line 7a of the Form 55002007-07-010
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-016
Total of all active and inactive participants2007-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-016
Number of participants with account balances2007-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010

Financial Data on 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES

Measure Date Value
2018 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2018 401k financial data
Total income from all sources2018-06-30$146
Expenses. Total of all expenses incurred2018-06-30$1,590
Total plan assets at end of year2018-06-30$13,595
Total plan assets at beginning of year2018-06-30$15,039
Expenses. Other expenses not covered elsewhere2018-06-30$1,513
Other income received2018-06-30$146
Net income (gross income less expenses)2018-06-30$-1,444
Net plan assets at end of year (total assets less liabilities)2018-06-30$13,595
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$15,039
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$77
2017 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2017 401k financial data
Total income from all sources2017-06-30$149
Expenses. Total of all expenses incurred2017-06-30$83
Benefits paid (including direct rollovers)2017-06-30$83
Total plan assets at end of year2017-06-30$15,039
Total plan assets at beginning of year2017-06-30$14,973
Other income received2017-06-30$149
Net income (gross income less expenses)2017-06-30$66
Net plan assets at end of year (total assets less liabilities)2017-06-30$15,039
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$14,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2016 401k financial data
Total income from all sources2016-06-30$149
Expenses. Total of all expenses incurred2016-06-30$88
Benefits paid (including direct rollovers)2016-06-30$88
Total plan assets at end of year2016-06-30$14,973
Total plan assets at beginning of year2016-06-30$14,912
Other income received2016-06-30$149
Net income (gross income less expenses)2016-06-30$61
Net plan assets at end of year (total assets less liabilities)2016-06-30$14,973
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$14,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2015 401k financial data
Total income from all sources2015-06-30$200
Expenses. Total of all expenses incurred2015-06-30$10,236
Benefits paid (including direct rollovers)2015-06-30$10,136
Total plan assets at end of year2015-06-30$14,912
Total plan assets at beginning of year2015-06-30$24,948
Other income received2015-06-30$200
Net income (gross income less expenses)2015-06-30$-10,036
Net plan assets at end of year (total assets less liabilities)2015-06-30$14,912
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$24,948
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2014 401k financial data
Total income from all sources2014-06-30$-401
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$24,948
Total plan assets at beginning of year2014-06-30$25,349
Other income received2014-06-30$-401
Net income (gross income less expenses)2014-06-30$-401
Net plan assets at end of year (total assets less liabilities)2014-06-30$24,948
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$25,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2013 401k financial data
Total income from all sources2013-06-30$-306
Expenses. Total of all expenses incurred2013-06-30$0
Total plan assets at end of year2013-06-30$25,349
Total plan assets at beginning of year2013-06-30$25,655
Other income received2013-06-30$-306
Net income (gross income less expenses)2013-06-30$-306
Net plan assets at end of year (total assets less liabilities)2013-06-30$25,349
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$25,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2012 401k financial data
Total income from all sources2012-06-30$483
Expenses. Total of all expenses incurred2012-06-30$111
Total plan assets at end of year2012-06-30$25,655
Total plan assets at beginning of year2012-06-30$25,812
Expenses. Other expenses not covered elsewhere2012-06-30$0
Other income received2012-06-30$483
Net income (gross income less expenses)2012-06-30$372
Net plan assets at end of year (total assets less liabilities)2012-06-30$25,655
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$25,812
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2011 401k financial data
Total income from all sources2011-06-30$585
Expenses. Total of all expenses incurred2011-06-30$631
Total plan assets at end of year2011-06-30$25,812
Total plan assets at beginning of year2011-06-30$25,859
Expenses. Other expenses not covered elsewhere2011-06-30$520
Other income received2011-06-30$585
Net income (gross income less expenses)2011-06-30$-46
Net plan assets at end of year (total assets less liabilities)2011-06-30$25,812
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$25,859
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES

2017: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN OF NORTH OF MARKET SENIOR SERVICES 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959-G
Policy instance 1
Insurance contract or identification number014959-G
Number of Individuals Covered6
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $77
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 Administration0
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 $77
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA LIFE INSURANCE CO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959-G
Policy instance 1
Insurance contract or identification number014959-G
Number of Individuals Covered6
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $88
Total amount of fees paid to insurance companyUSD $0
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 $88
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959G
Policy instance 1
Insurance contract or identification number014959G
Number of Individuals Covered6
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $100
Total amount of fees paid to insurance companyUSD $0
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 $100
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA LIFE INSURANCE CO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959G
Policy instance 1
Insurance contract or identification number014959G
Number of Individuals Covered6
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $112
Total amount of fees paid to insurance companyUSD $0
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 $111
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959G
Policy instance 1
Insurance contract or identification number014959G
Number of Individuals Covered6
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $112
Total amount of fees paid to insurance companyUSD $0
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 $112
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014959G
Policy instance 1
Insurance contract or identification number014959G
Number of Individuals Covered6
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
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 number014959G
Policy instance 1
Insurance contract or identification number014959G
Number of Individuals Covered6
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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