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EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ALPHAPOINTE
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 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

ALPHAPOINTE has sponsored the creation of one or more 401k plans.

Company Name:ALPHAPOINTE
Employer identification number (EIN):440552486
NAIC Classification:326100

Additional information about ALPHAPOINTE

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: N00024686

More information about ALPHAPOINTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01AMY CAMPBELL
0022017-01-01
0022016-01-01AMY L. CAMPBELL
0022015-01-01AMY CAMPBELL
0022014-01-01AMY CAMPBELL
0022014-01-01AMY CAMPBELL
0022013-01-01AMY CAMPBELL AMY CAMPBELL2016-10-28
0022012-01-01AMY CAMPBELL
0022011-01-01AMY CAMPBELL
0022009-01-01ED PRUSIA
0022009-01-01ED PRUSIA

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE

Measure Date Value
2017: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2017 401k membership
Total participants, beginning-of-year2017-01-01318
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01318
Number of participants with account balances2016-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2015 401k membership
Total participants, beginning-of-year2015-01-01278
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01303
Number of participants with account balances2015-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01278
Number of participants with account balances2014-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01131
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01126
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01125
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01131
Number of participants with account balances2009-01-01131
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 ALPHAPOINTE

Measure Date Value
2017 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$41,170
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$3,864,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$0
Value of total assets at end of year2017-02-28$0
Value of total assets at beginning of year2017-02-28$3,822,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$3,864,097
Total interest from all sources2017-02-28$262
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$300,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$0
Administrative expenses (other) incurred2017-02-28$3,864,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Income. Non cash contributions2017-02-28$0
Value of net income/loss2017-02-28$-3,822,965
Value of net assets at end of year (total assets less liabilities)2017-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$3,822,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$2,772,817
Interest earned on other investments2017-02-28$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$1,050,148
Net investment gain/loss from pooled separate accounts2017-02-28$40,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$38
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28KELLER & OWENS, LLC
Accountancy firm EIN2017-02-28481195228
2016 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$459,187
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$243,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$243,288
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$231,136
Value of total assets at end of year2016-12-31$3,822,965
Value of total assets at beginning of year2016-12-31$3,607,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$9,846
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,847
Other income not declared elsewhere2016-12-31$1,227
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$215,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,822,965
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,607,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,772,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,629,398
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$9,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,050,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$977,668
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$216,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$223,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$243,288
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KELLER & OWENS, LLC
Accountancy firm EIN2016-12-31481195228
2015 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$242,900
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$502,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$501,420
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$237,038
Value of total assets at end of year2015-12-31$3,607,066
Value of total assets at beginning of year2015-12-31$3,867,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,427
Total interest from all sources2015-12-31$10,233
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$237,038
Amount contributed by the employer to the plan for this plan year2015-12-31$237,038
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$3
Administrative expenses (other) incurred2015-12-31$1,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-259,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,607,066
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,867,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,629,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,822,634
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$10,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$977,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,044,379
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-4,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$237,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$501,420
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KELLER & OWENS, LLC
Accountancy firm EIN2015-12-31481195228
2014 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$351,416
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$451,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$450,774
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$161,664
Value of total assets at end of year2014-12-31$3,867,013
Value of total assets at beginning of year2014-12-31$3,966,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$11,415
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
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$161,664
Amount contributed by the employer to the plan for this plan year2014-12-31$161,664
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-99,808
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,867,013
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,966,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,822,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,758,535
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$11,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,044,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,208,286
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$178,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$161,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$450,774
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KELLER & OWENS, LLC
Accountancy firm EIN2014-12-31481195228
2013 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$846,374
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$245,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$208,296
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$322,851
Value of total assets at end of year2013-12-31$3,966,821
Value of total assets at beginning of year2013-12-31$3,365,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,828
Total interest from all sources2013-12-31$13,359
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
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$322,851
Amount contributed by the employer to the plan for this plan year2013-12-31$322,851
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$36,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$601,250
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,966,821
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,365,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,758,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,167,675
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$13,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,208,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,197,896
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$510,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$322,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$208,296
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KELLER & OWENS, LLC
Accountancy firm EIN2013-12-31481195228
2012 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$674,088
Total of all expenses incurred2012-12-31$325,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$261,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$422,516
Value of total assets at end of year2012-12-31$3,365,571
Value of total assets at beginning of year2012-12-31$3,016,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,256
Total interest from all sources2012-12-31$20,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$422,516
Amount contributed by the employer to the plan for this plan year2012-12-31$422,516
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$37,058
Administrative expenses (other) incurred2012-12-31$63,256
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$348,870
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,365,571
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,016,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,167,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,728,777
Interest earned on other investments2012-12-31$20,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,197,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,287,924
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$261,962
Net investment gain/loss from pooled separate accounts2012-12-31$194,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$422,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KELLER & OWENS, LLC
Accountancy firm EIN2012-12-31481195228
2011 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$415,641
Total of all expenses incurred2011-12-31$473,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$377,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$398,805
Value of total assets at end of year2011-12-31$3,016,701
Value of total assets at beginning of year2011-12-31$3,074,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$96,040
Total interest from all sources2011-12-31$25,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
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$398,805
Amount contributed by the employer to the plan for this plan year2011-12-31$398,805
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$47,900
Administrative expenses (other) incurred2011-12-31$96,040
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-57,542
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,016,701
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,074,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,728,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,798,843
Interest earned on other investments2011-12-31$25,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,287,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,275,452
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$373,454
Net investment gain/loss from pooled separate accounts2011-12-31$-56,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$398,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,689
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KELLER & OWNES
Accountancy firm EIN2011-12-31481195228
2010 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$696,703
Total of all expenses incurred2010-12-31$227,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$417,287
Value of total assets at end of year2010-12-31$3,074,296
Value of total assets at beginning of year2010-12-31$2,605,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,372
Total interest from all sources2010-12-31$34,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
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$417,287
Amount contributed by the employer to the plan for this plan year2010-12-31$417,287
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$24,504
Administrative expenses (other) incurred2010-12-31$49,372
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$469,003
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,074,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,605,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,798,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,381,342
Interest earned on other investments2010-12-31$34,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,275,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,223,952
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$178,113
Net investment gain/loss from pooled separate accounts2010-12-31$220,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$417,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KELLER & OWENS
Accountancy firm EIN2010-12-31481195228
2009 : EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$355,939
Amount contributed by the employer to the plan for this plan year2009-12-31$355,939

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE

2017: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF ALPHAPOINTE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number022591E
Policy instance 1
Insurance contract or identification number022591E
Number of Individuals Covered303
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $451
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees451
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 number022591E
Policy instance 1
Insurance contract or identification number022591E
Number of Individuals Covered278
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,113
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1113
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 number022591E
Policy instance 1
Insurance contract or identification number022591E
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,245
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1245
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 number022591-E
Policy instance 1
Insurance contract or identification number022591-E
Number of Individuals Covered126
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $257
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
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 number022591-E
Policy instance 1
Insurance contract or identification number022591-E
Number of Individuals Covered125
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $569
Contracts With Unallocated Funds Deposit Administration1
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 number022591-E
Policy instance 1
Insurance contract or identification number022591-E
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $469
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees129
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameRYAN GILL

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