THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C
401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C
| Measure | Date | Value |
|---|
| 2021: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 76 |
| 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 | 35 |
| Total of all active and inactive participants | 2021-01-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 111 |
| Number of participants with account balances | 2021-01-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2012: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 39 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 44 |
| Total participants | 2012-01-01 | 44 |
| Number of participants with account balances | 2012-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 34 |
| Total participants | 2011-01-01 | 34 |
| Number of participants with account balances | 2011-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 36 |
| Total participants | 2010-01-01 | 36 |
| Number of participants with account balances | 2010-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 34 |
| Total participants | 2009-01-01 | 34 |
| Number of participants with account balances | 2009-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2021 : EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $845,964 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $44,250 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $43,749 |
| Total plan assets at end of year | 2021-12-31 | $3,762,184 |
| Total plan assets at beginning of year | 2021-12-31 | $2,960,470 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $501 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $488,249 |
| Net income (gross income less expenses) | 2021-12-31 | $801,714 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,762,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,960,470 |
| Assets. Value of participant loans | 2021-12-31 | $54,687 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $357,715 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2012 : EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $189,198 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,595 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $44,445 |
| Total plan assets at end of year | 2012-12-31 | $784,386 |
| Total plan assets at beginning of year | 2012-12-31 | $639,783 |
| Other income received | 2012-12-31 | $46,346 |
| Net income (gross income less expenses) | 2012-12-31 | $144,603 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $784,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $639,783 |
| Assets. Value of participant loans | 2012-12-31 | $29,085 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $142,852 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $150 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $142,852 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $142,852 |
| 2011 : EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $133,712 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $128,676 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $128,476 |
| Total plan assets at end of year | 2011-12-31 | $639,783 |
| Total plan assets at beginning of year | 2011-12-31 | $634,747 |
| Other income received | 2011-12-31 | $2,237 |
| Net income (gross income less expenses) | 2011-12-31 | $5,036 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $639,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $634,747 |
| Assets. Value of participant loans | 2011-12-31 | $30,603 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $131,475 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $200 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $131,475 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $131,475 |
| 2010 : EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $177,984 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $150,611 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $150,561 |
| Total plan assets at end of year | 2010-12-31 | $634,747 |
| Total plan assets at beginning of year | 2010-12-31 | $607,374 |
| Other income received | 2010-12-31 | $53,082 |
| Net income (gross income less expenses) | 2010-12-31 | $27,373 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $634,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $607,374 |
| Assets. Value of participant loans | 2010-12-31 | $25,007 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $124,902 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $124,902 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $124,902 |
| 2009 : EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $90,414 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $90,414 |
| 2021: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 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 |
| 2012: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: EMPLOYEE BENEFIT PLAN OF THE SENIOR ALLIANCE AREA AGENCY ONAGING 1-C 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053648I |
| Policy instance | 1 |
| Insurance contract or identification number | 053648I | | Number of Individuals Covered | 111 | | 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 $903 | | 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 | 903 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053648-I |
| Policy instance | 1 |
| Insurance contract or identification number | 053648-I | | Number of Individuals Covered | 44 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Insurance broker name | SEE STATEMENT 1 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053648-I |
| Policy instance | 1 |
| Insurance contract or identification number | 053648-I | | Number of Individuals Covered | 34 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 | 053-648-I-03 |
| Policy instance | 1 |
| Insurance contract or identification number | 053-648-I-03 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 | | Insurance broker name | SEE STATEMENT 1 |
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