SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA
401k plan membership statisitcs for PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA
| Measure | Date | Value |
|---|
| 2021: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 105 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 12 |
| Total of all active and inactive participants | 2021-08-01 | 117 |
| Total participants | 2021-08-01 | 117 |
| Number of participants with account balances | 2021-08-01 | 112 |
| 2020: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 103 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 8 |
| Total of all active and inactive participants | 2020-08-01 | 111 |
| Total participants | 2020-08-01 | 111 |
| Number of participants with account balances | 2020-08-01 | 110 |
| 2019: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 102 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 7 |
| Total of all active and inactive participants | 2019-08-01 | 109 |
| Total participants | 2019-08-01 | 109 |
| Number of participants with account balances | 2019-08-01 | 106 |
| 2018: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 95 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 9 |
| Total of all active and inactive participants | 2018-08-01 | 104 |
| Total participants | 2018-08-01 | 104 |
| Number of participants with account balances | 2018-08-01 | 104 |
| 2017: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 95 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 5 |
| Total of all active and inactive participants | 2017-08-01 | 100 |
| Total participants | 2017-08-01 | 100 |
| Number of participants with account balances | 2017-08-01 | 100 |
| 2016: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 94 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 5 |
| Total of all active and inactive participants | 2016-08-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 99 |
| Number of participants with account balances | 2016-08-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 2 |
| 2015: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 88 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 3 |
| Total of all active and inactive participants | 2015-08-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 1 |
| Total participants | 2015-08-01 | 92 |
| Number of participants with account balances | 2015-08-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 1 |
| 2014: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 89 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 2 |
| Total of all active and inactive participants | 2014-08-01 | 91 |
| Total participants | 2014-08-01 | 91 |
| Number of participants with account balances | 2014-08-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 4 |
| 2013: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 91 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 3 |
| Total of all active and inactive participants | 2013-08-01 | 94 |
| Total participants | 2013-08-01 | 94 |
| Number of participants with account balances | 2013-08-01 | 94 |
| 2012: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 90 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 3 |
| Total of all active and inactive participants | 2012-08-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 93 |
| Number of participants with account balances | 2012-08-01 | 93 |
| 2011: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 90 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 4 |
| Total of all active and inactive participants | 2011-08-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 1 |
| Total participants | 2011-08-01 | 95 |
| Number of participants with account balances | 2011-08-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2010: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 94 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 6 |
| Total of all active and inactive participants | 2010-08-01 | 100 |
| Total participants | 2010-08-01 | 100 |
| 2009: PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 87 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 6 |
| Total of all active and inactive participants | 2009-08-01 | 93 |
| Total participants | 2009-08-01 | 93 |
| Measure | Date | Value |
|---|
| 2022 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $-365,698 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $633,310 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $633,310 |
| Total plan assets at end of year | 2022-07-31 | $9,799,374 |
| Total plan assets at beginning of year | 2022-07-31 | $10,798,382 |
| Total contributions received or receivable from participants | 2022-07-31 | $148,503 |
| Other income received | 2022-07-31 | $-871,095 |
| Net income (gross income less expenses) | 2022-07-31 | $-999,008 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $9,799,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $10,798,382 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $356,894 |
| 2021 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $2,221,540 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $37,813 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $37,813 |
| Total plan assets at end of year | 2021-07-31 | $10,798,382 |
| Total plan assets at beginning of year | 2021-07-31 | $8,614,655 |
| Total contributions received or receivable from participants | 2021-07-31 | $183,374 |
| Other income received | 2021-07-31 | $1,717,984 |
| Net income (gross income less expenses) | 2021-07-31 | $2,183,727 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $10,798,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $8,614,655 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $320,182 |
| Funding deficiency by the employer to the plan for this plan year | 2021-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-07-31 | $320,182 |
| Amount contributed by the employer to the plan for this plan year | 2021-07-31 | $320,182 |
| 2020 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $1,000,291 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $21,375 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $21,375 |
| Total plan assets at end of year | 2020-07-31 | $8,614,655 |
| Total plan assets at beginning of year | 2020-07-31 | $7,635,739 |
| Total contributions received or receivable from participants | 2020-07-31 | $183,896 |
| Other income received | 2020-07-31 | $510,710 |
| Net income (gross income less expenses) | 2020-07-31 | $978,916 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $8,614,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $7,635,739 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $305,685 |
| 2019 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2019 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2019-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-07-31 | $301,301 |
| Amount contributed by the employer to the plan for this plan year | 2019-07-31 | $301,301 |
| 2018 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $921,062 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $246,291 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $246,291 |
| Total plan assets at end of year | 2018-07-31 | $7,285,369 |
| Total plan assets at beginning of year | 2018-07-31 | $6,610,598 |
| Total contributions received or receivable from participants | 2018-07-31 | $141,464 |
| Other income received | 2018-07-31 | $469,664 |
| Net income (gross income less expenses) | 2018-07-31 | $674,771 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $7,285,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $6,610,598 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $309,934 |
| Funding deficiency by the employer to the plan for this plan year | 2018-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-07-31 | $309,934 |
| Amount contributed by the employer to the plan for this plan year | 2018-07-31 | $309,934 |
| 2017 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $904,871 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $422,739 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $422,739 |
| Total plan assets at end of year | 2017-07-31 | $6,610,598 |
| Total plan assets at beginning of year | 2017-07-31 | $6,128,466 |
| Total contributions received or receivable from participants | 2017-07-31 | $133,540 |
| Other income received | 2017-07-31 | $472,035 |
| Net income (gross income less expenses) | 2017-07-31 | $482,132 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $6,610,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $6,128,466 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $299,296 |
| 2016 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $572,096 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $178,066 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $178,066 |
| Total plan assets at end of year | 2016-07-31 | $6,128,466 |
| Total plan assets at beginning of year | 2016-07-31 | $5,734,436 |
| Total contributions received or receivable from participants | 2016-07-31 | $152,333 |
| Other income received | 2016-07-31 | $87,907 |
| Net income (gross income less expenses) | 2016-07-31 | $394,030 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $6,128,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $5,734,436 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $331,856 |
| Funding deficiency by the employer to the plan for this plan year | 2016-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-07-31 | $331,856 |
| Amount contributed by the employer to the plan for this plan year | 2016-07-31 | $331,856 |
| 2015 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $697,646 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $609,352 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $609,216 |
| Total plan assets at end of year | 2015-07-31 | $5,734,436 |
| Total plan assets at beginning of year | 2015-07-31 | $5,646,142 |
| Total contributions received or receivable from participants | 2015-07-31 | $126,553 |
| Expenses. Other expenses not covered elsewhere | 2015-07-31 | $136 |
| Other income received | 2015-07-31 | $294,487 |
| Net income (gross income less expenses) | 2015-07-31 | $88,294 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $5,734,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $5,646,142 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $276,606 |
| Funding deficiency by the employer to the plan for this plan year | 2015-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-07-31 | $276,606 |
| Amount contributed by the employer to the plan for this plan year | 2015-07-31 | $276,606 |
| 2014 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $705,906 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $421,804 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $421,804 |
| Total plan assets at end of year | 2014-07-31 | $5,646,142 |
| Total plan assets at beginning of year | 2014-07-31 | $5,362,040 |
| Total contributions received or receivable from participants | 2014-07-31 | $123,595 |
| Other income received | 2014-07-31 | $307,913 |
| Net income (gross income less expenses) | 2014-07-31 | $284,102 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $5,646,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $5,362,040 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $274,398 |
| Funding deficiency by the employer to the plan for this plan year | 2014-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-07-31 | $274,398 |
| Amount contributed by the employer to the plan for this plan year | 2014-07-31 | $274,398 |
| 2013 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $834,484 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $642,195 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $642,195 |
| Total plan assets at end of year | 2013-07-31 | $5,362,040 |
| Total plan assets at beginning of year | 2013-07-31 | $5,169,751 |
| Total contributions received or receivable from participants | 2013-07-31 | $122,867 |
| Other income received | 2013-07-31 | $435,855 |
| Net income (gross income less expenses) | 2013-07-31 | $192,289 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $5,362,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $5,169,751 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $275,762 |
| Funding deficiency by the employer to the plan for this plan year | 2013-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-07-31 | $275,761 |
| Amount contributed by the employer to the plan for this plan year | 2013-07-31 | $275,761 |
| 2012 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $34,890 |
| Total plan assets at end of year | 2012-07-31 | $5,169,751 |
| Total plan assets at beginning of year | 2012-07-31 | $5,134,861 |
| Total contributions received or receivable from participants | 2012-07-31 | $144,637 |
| Other income received | 2012-07-31 | $-384,957 |
| Net income (gross income less expenses) | 2012-07-31 | $34,890 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $5,169,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $5,134,861 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $275,210 |
| Funding deficiency by the employer to the plan for this plan year | 2012-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-07-31 | $275,210 |
| Amount contributed by the employer to the plan for this plan year | 2012-07-31 | $275,210 |
| 2011 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $608,828 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $1,112 |
| Total plan assets at end of year | 2011-07-31 | $5,134,861 |
| Total plan assets at beginning of year | 2011-07-31 | $4,527,145 |
| Total contributions received or receivable from participants | 2011-07-31 | $119,152 |
| Other income received | 2011-07-31 | $210,683 |
| Net income (gross income less expenses) | 2011-07-31 | $607,716 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $5,134,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $4,527,145 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $278,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $1,112 |
| Funding deficiency by the employer to the plan for this plan year | 2011-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-07-31 | $278,993 |
| Amount contributed by the employer to the plan for this plan year | 2011-07-31 | $278,993 |
| 2010 : PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN ORTHODOX CHURCH IN THE UNITED STATES & CANADA 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-07-31 | $224,025 |
| Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $224,025 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 117 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $871 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 871 | | Additional information about fees paid to insurance broker | INCENTIVE COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 111 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $871 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 871 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 109 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $520 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 520 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 104 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,998 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1998 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 100 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,028 | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 91 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $293 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 293 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 91 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $234 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 234 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 94 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,530 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1530 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 93 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $438 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 133 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY INGRAM |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $428 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 056003-K |
| Policy instance | 1 |
| Insurance contract or identification number | 056003-K | | Number of Individuals Covered | 100 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $437 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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