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EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

AREA AGENCY ON AGING FOR LINCOLNLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCY ON AGING FOR LINCOLNLAND, INC.
Employer identification number (EIN):370981610
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CAROLYN AUSTIN2021-07-13
0012019-01-01
0012018-01-01
0012017-01-01CAROLYN AUSTIN CAROLYN AUSTIN2018-10-03
0012016-01-01JULIE HUBBARD JULIE HUBBARD2017-07-17
0012015-01-01JULIE HUBBARD JULIE HUBBARD2016-07-08
0012014-01-01JULIE HUBBARD JULIE HUBBARD2015-05-20
0012013-01-01JULIE HUBBARD JULIE HUBBARD2014-07-09
0012012-01-01JULIE HUBBARD JULIE HUBBARD2013-06-26
0012011-01-01JULIE HUBBARD JULIE HUBBARD2012-06-26
0012010-01-01JULIE HUBBARD JULIE HUBBARD2011-07-06
0012009-01-01JULIE HUBBARD JULIE HUBBARD2010-10-13

Plan Statistics for EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Measure Date Value
2018: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0120
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0122
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0123
Number of participants with account balances2010-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Measure Date Value
2018 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 401k financial data
Total income from all sources2018-12-31$15,402
Expenses. Total of all expenses incurred2018-12-31$317,237
Benefits paid (including direct rollovers)2018-12-31$301,982
Total plan assets at end of year2018-12-31$246,867
Total plan assets at beginning of year2018-12-31$548,702
Expenses. Other expenses not covered elsewhere2018-12-31$15,255
Other income received2018-12-31$-1,914
Net income (gross income less expenses)2018-12-31$-301,835
Net plan assets at end of year (total assets less liabilities)2018-12-31$246,867
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$548,702
Total contributions received or receivable from employer(s)2018-12-31$17,316
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$17,316
Amount contributed by the employer to the plan for this plan year2018-12-31$17,316
2017 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 401k financial data
Total income from all sources2017-12-31$65,252
Expenses. Total of all expenses incurred2017-12-31$35,430
Benefits paid (including direct rollovers)2017-12-31$33,970
Total plan assets at end of year2017-12-31$548,702
Total plan assets at beginning of year2017-12-31$518,880
Expenses. Other expenses not covered elsewhere2017-12-31$1,460
Other income received2017-12-31$50,144
Net income (gross income less expenses)2017-12-31$29,822
Net plan assets at end of year (total assets less liabilities)2017-12-31$548,702
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$518,880
Total contributions received or receivable from employer(s)2017-12-31$15,108
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$15,109
Amount contributed by the employer to the plan for this plan year2017-12-31$15,109
2016 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 401k financial data
Total income from all sources2016-12-31$41,754
Expenses. Total of all expenses incurred2016-12-31$69,183
Benefits paid (including direct rollovers)2016-12-31$44,339
Total plan assets at end of year2016-12-31$518,880
Total plan assets at beginning of year2016-12-31$546,309
Expenses. Other expenses not covered elsewhere2016-12-31$24,844
Other income received2016-12-31$22,987
Net income (gross income less expenses)2016-12-31$-27,429
Net plan assets at end of year (total assets less liabilities)2016-12-31$518,880
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$546,309
Total contributions received or receivable from employer(s)2016-12-31$18,767
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$18,767
Amount contributed by the employer to the plan for this plan year2016-12-31$18,767
2015 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 401k financial data
Total income from all sources2015-12-31$23,301
Expenses. Total of all expenses incurred2015-12-31$42,589
Benefits paid (including direct rollovers)2015-12-31$26,990
Total plan assets at end of year2015-12-31$546,309
Total plan assets at beginning of year2015-12-31$565,597
Expenses. Other expenses not covered elsewhere2015-12-31$15,599
Other income received2015-12-31$2,933
Net income (gross income less expenses)2015-12-31$-19,288
Net plan assets at end of year (total assets less liabilities)2015-12-31$546,309
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$565,597
Total contributions received or receivable from employer(s)2015-12-31$20,368
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$20,368
Amount contributed by the employer to the plan for this plan year2015-12-31$20,368
2014 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 401k financial data
Total income from all sources2014-12-31$39,732
Expenses. Total of all expenses incurred2014-12-31$29,135
Total plan assets at end of year2014-12-31$565,597
Total plan assets at beginning of year2014-12-31$555,000
Expenses. Other expenses not covered elsewhere2014-12-31$29,135
Other income received2014-12-31$25,757
Net income (gross income less expenses)2014-12-31$10,597
Net plan assets at end of year (total assets less liabilities)2014-12-31$565,597
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$555,000
Total contributions received or receivable from employer(s)2014-12-31$13,975
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$13,975
Amount contributed by the employer to the plan for this plan year2014-12-31$13,975
2013 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 401k financial data
Total income from all sources2013-12-31$69,237
Expenses. Total of all expenses incurred2013-12-31$2,914
Total plan assets at end of year2013-12-31$555,000
Total plan assets at beginning of year2013-12-31$488,677
Expenses. Other expenses not covered elsewhere2013-12-31$2,914
Other income received2013-12-31$56,858
Net income (gross income less expenses)2013-12-31$66,323
Net plan assets at end of year (total assets less liabilities)2013-12-31$555,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$488,677
Total contributions received or receivable from employer(s)2013-12-31$12,379
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$12,379
Amount contributed by the employer to the plan for this plan year2013-12-31$12,379
2012 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 401k financial data
Total income from all sources2012-12-31$42,373
Expenses. Total of all expenses incurred2012-12-31$27,073
Total plan assets at end of year2012-12-31$488,677
Total plan assets at beginning of year2012-12-31$473,377
Expenses. Other expenses not covered elsewhere2012-12-31$27,073
Other income received2012-12-31$27,718
Net income (gross income less expenses)2012-12-31$15,300
Net plan assets at end of year (total assets less liabilities)2012-12-31$488,677
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$473,377
Total contributions received or receivable from employer(s)2012-12-31$14,655
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$14,655
Amount contributed by the employer to the plan for this plan year2012-12-31$14,655
2011 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 401k financial data
Total income from all sources2011-12-31$17,953
Expenses. Total of all expenses incurred2011-12-31$4
Total plan assets at end of year2011-12-31$473,377
Total plan assets at beginning of year2011-12-31$455,428
Expenses. Other expenses not covered elsewhere2011-12-31$4
Other income received2011-12-31$2,951
Net income (gross income less expenses)2011-12-31$17,949
Net plan assets at end of year (total assets less liabilities)2011-12-31$473,377
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$455,428
Total contributions received or receivable from employer(s)2011-12-31$15,002
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$15,002
Amount contributed by the employer to the plan for this plan year2011-12-31$15,002
2010 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2010 401k financial data
Total income from all sources2010-12-31$46,965
Expenses. Total of all expenses incurred2010-12-31$4,604
Total plan assets at end of year2010-12-31$455,428
Total plan assets at beginning of year2010-12-31$413,067
Expenses. Other expenses not covered elsewhere2010-12-31$4,604
Other income received2010-12-31$30,619
Net income (gross income less expenses)2010-12-31$42,361
Net plan assets at end of year (total assets less liabilities)2010-12-31$455,428
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$413,067
Total contributions received or receivable from employer(s)2010-12-31$16,346
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$16,346
Amount contributed by the employer to the plan for this plan year2010-12-31$16,346
2009 : EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$14,340
Amount contributed by the employer to the plan for this plan year2009-12-31$14,340

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

2018: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered20
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $36
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $43
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees43
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $45
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $9
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameRYAN GILL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $21
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 number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $19
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameRYAN GILL

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