401k Plan data: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. plan

EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: INDIANA LEGAL SERVICES, INC.

Employer identification number (EIN): 356059654

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JON LARAMORE
001 2016-01-01 JON LARAMORE 2017-06-19
001 2015-01-01 JON LARAMORE 2016-07-11
001 2014-01-01 JON LARAMORE 2015-07-22 JON LARAMORE 2015-07-22
001 2013-01-01 NORMAN METZGER 2014-08-19 NORMAN METZGER 2014-08-19
001 2012-01-01 NORMAN METZGER 2013-07-26 NORMAN METZGER 2013-07-26
001 2011-01-01 NORMAN P. METZGER 2012-07-18 NORMAN P. METZGER 2012-07-18
001 2010-01-01 NORMAN METZGER 2011-07-20 NORMAN METZGER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JON LARAMORE
001	2016-01-01	JON LARAMORE	2017-06-19
001	2015-01-01	JON LARAMORE	2016-07-11
001	2014-01-01	JON LARAMORE	2015-07-22	JON LARAMORE	2015-07-22
001	2013-01-01	NORMAN METZGER	2014-08-19	NORMAN METZGER	2014-08-19
001	2012-01-01	NORMAN METZGER	2013-07-26	NORMAN METZGER	2013-07-26
001	2011-01-01	NORMAN P. METZGER	2012-07-18	NORMAN P. METZGER	2012-07-18
001	2010-01-01	NORMAN METZGER	2011-07-20	NORMAN METZGER	2011-07-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 163
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 86
Total of all active and inactive participants 2022-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 255
Number of participants with account balances 2022-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 27
2021: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 162
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 222
Number of participants with account balances 2021-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 190
Number of participants with account balances 2020-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 158
Number of participants with account balances 2019-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 119
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 110
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 141
Number of participants with account balances 2017-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7

Measure	Date	Value
2022: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	163
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	86
Total of all active and inactive participants	2022-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	255
Number of participants with account balances	2022-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	27
2021: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	162
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	222
Number of participants with account balances	2021-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	190
Number of participants with account balances	2020-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	158
Number of participants with account balances	2019-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	119
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	110
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	141
Number of participants with account balances	2017-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7

Financial Data on EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

Measure	Date	Value
2022 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,789,808
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,083,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,081,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$669,583
Value of total assets at end of year	2022-12-31	$12,283,740
Value of total assets at beginning of year	2022-12-31	$15,157,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,060
Total interest from all sources	2022-12-31	$7,272
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$800,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$454,543
Participant contributions at end of year	2022-12-31	$150,395
Participant contributions at beginning of year	2022-12-31	$151,706
Participant contributions at end of year	2022-12-31	$15,761
Participant contributions at beginning of year	2022-12-31	$17,063
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$52,723
Administrative expenses (other) incurred	2022-12-31	$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,873,697
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,283,740
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,157,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,850,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,464,949
Interest on participant loans	2022-12-31	$3,753
Interest earned on other investments	2022-12-31	$3,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,259,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,515,901
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,466,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$162,317
Employer contributions (assets) at end of year	2022-12-31	$7,295
Employer contributions (assets) at beginning of year	2022-12-31	$7,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,081,829
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,531,932
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$581,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$580,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,479,866
Value of total assets at end of year	2021-12-31	$15,157,437
Value of total assets at beginning of year	2021-12-31	$12,206,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,083
Total interest from all sources	2021-12-31	$19,293
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$800,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$456,515
Participant contributions at end of year	2021-12-31	$151,706
Participant contributions at beginning of year	2021-12-31	$77,394
Participant contributions at end of year	2021-12-31	$17,063
Participant contributions at beginning of year	2021-12-31	$19,500
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$824,813
Administrative expenses (other) incurred	2021-12-31	$1,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,950,702
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,157,437
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,206,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,464,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,636,067
Interest on participant loans	2021-12-31	$4,457
Interest earned on other investments	2021-12-31	$14,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,515,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,465,153
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,032,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$198,538
Employer contributions (assets) at end of year	2021-12-31	$7,818
Employer contributions (assets) at beginning of year	2021-12-31	$8,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$580,147
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$2,387,581
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$151,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$150,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$521,852
Value of total assets at end of year	2020-12-31	$12,206,735
Value of total assets at beginning of year	2020-12-31	$9,970,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$890
Total interest from all sources	2020-12-31	$19,212
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$350,465
Participant contributions at end of year	2020-12-31	$77,394
Participant contributions at beginning of year	2020-12-31	$117,829
Participant contributions at end of year	2020-12-31	$19,500
Participant contributions at beginning of year	2020-12-31	$13,324
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,453
Administrative expenses (other) incurred	2020-12-31	$890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,236,060
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,206,735
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,970,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,636,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,545,868
Interest on participant loans	2020-12-31	$5,254
Interest earned on other investments	2020-12-31	$13,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,465,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,287,289
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,846,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$167,934
Employer contributions (assets) at end of year	2020-12-31	$8,621
Employer contributions (assets) at beginning of year	2020-12-31	$6,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$150,631
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$2,582,589
Total income from all sources (including contributions)	2019-12-31	$2,582,589
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$557,204
Total of all expenses incurred	2019-12-31	$557,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$553,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$553,017
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$798,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$798,429
Value of total assets at end of year	2019-12-31	$9,970,675
Value of total assets at end of year	2019-12-31	$9,970,675
Value of total assets at beginning of year	2019-12-31	$7,945,290
Value of total assets at beginning of year	2019-12-31	$7,945,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,187
Total interest from all sources	2019-12-31	$27,306
Total interest from all sources	2019-12-31	$27,306
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$375,179
Contributions received from participants	2019-12-31	$375,179
Participant contributions at end of year	2019-12-31	$117,829
Participant contributions at end of year	2019-12-31	$117,829
Participant contributions at beginning of year	2019-12-31	$138,858
Participant contributions at beginning of year	2019-12-31	$138,858
Participant contributions at end of year	2019-12-31	$13,324
Participant contributions at end of year	2019-12-31	$13,324
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$258,818
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$258,818
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$4,187
Administrative expenses (other) incurred	2019-12-31	$4,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,025,385
Value of net income/loss	2019-12-31	$2,025,385
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,970,675
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,970,675
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,945,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,945,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,545,868
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,545,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,687,962
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,687,962
Interest on participant loans	2019-12-31	$6,293
Interest on participant loans	2019-12-31	$6,293
Interest earned on other investments	2019-12-31	$21,013
Interest earned on other investments	2019-12-31	$21,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,287,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,287,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,118,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,118,470
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,756,854
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,756,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$164,432
Contributions received in cash from employer	2019-12-31	$164,432
Employer contributions (assets) at end of year	2019-12-31	$6,365
Employer contributions (assets) at end of year	2019-12-31	$6,365
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$553,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$553,017
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
2018 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$13,119
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$352,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$350,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$561,184
Value of total assets at end of year	2018-12-31	$7,945,290
Value of total assets at beginning of year	2018-12-31	$8,284,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,294
Total interest from all sources	2018-12-31	$16,256
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$341,350
Participant contributions at end of year	2018-12-31	$138,858
Participant contributions at beginning of year	2018-12-31	$147,846
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$77,694
Administrative expenses (other) incurred	2018-12-31	$1,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-339,116
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,945,290
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,284,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,687,962
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,334,300
Interest on participant loans	2018-12-31	$6,164
Interest earned on other investments	2018-12-31	$10,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,118,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$802,260
Net investment gain/loss from pooled separate accounts	2018-12-31	$-564,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$142,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$350,941
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,604,932
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$451,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$431,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$485,845
Value of total assets at end of year	2017-12-31	$8,284,406
Value of total assets at beginning of year	2017-12-31	$7,131,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,810
Total interest from all sources	2017-12-31	$12,414
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$346,792
Participant contributions at end of year	2017-12-31	$147,846
Participant contributions at beginning of year	2017-12-31	$160,833
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,325
Administrative expenses (other) incurred	2017-12-31	$20,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,152,950
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,284,406
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,131,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,334,300
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,318,127
Interest on participant loans	2017-12-31	$5,470
Interest earned on other investments	2017-12-31	$6,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$802,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$652,496
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,106,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$136,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$431,172
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

2022: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014645F

Policy instance

Insurance contract or identification number	014645F
Number of Individuals Covered	255
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

014645F

Policy instance

Insurance contract or identification number	014645F
Number of Individuals Covered	222
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,056
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	1056
Additional information about fees paid to insurance broker	PORTION 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 number

014645F

Policy instance

Insurance contract or identification number	014645F
Number of Individuals Covered	190
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,056
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	1056
Additional information about fees paid to insurance broker	PORTION 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 number

014645F

Policy instance

Insurance contract or identification number	014645F
Number of Individuals Covered	158
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $845
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	845
Additional information about fees paid to insurance broker	PORTION 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 number

014645-F

Policy instance

Insurance contract or identification number	014645-F
Number of Individuals Covered	153
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $769
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	769
Additional information about fees paid to insurance broker	PORTION 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 number

014645-F

Policy instance

Insurance contract or identification number	014645-F
Number of Individuals Covered	141
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,067
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	1067
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	INDIANAPOLIS REGIONAL OFFICE

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Company Name:	INDIANA LEGAL SERVICES, INC.
Employer identification number (EIN):	356059654
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers