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403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.
Plan identification number 003

403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FAMILY SERVICES, INC.
Employer identification number (EIN):520730225
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01JEFFREY HAZARD2023-04-06 JEFFREY HAZARD2023-04-06
0032020-07-01
0032020-07-01
0032019-07-01
0032019-07-01
0032018-07-01LORI MARTIN2020-05-15 LORI MARTIN2020-05-15
0032017-07-01KYLIE MCCLEAF2019-04-04 KYLIE MCCLEAF2019-04-04
0032016-07-01
0032015-07-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01THOMAS E. HARR THOMAS E. HARR2013-09-30
0032011-01-01THOMAS E HARR THOMAS E HARR2012-10-04
0032010-01-01THOMAS E HARR THOMAS E HARR2011-10-17
0032009-01-01THOMAS E HARR THOMAS E HARR2010-10-14

Plan Statistics for 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.

Measure Date Value
2021: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01640
Total number of active participants reported on line 7a of the Form 55002021-07-01392
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01281
Total of all active and inactive participants2021-07-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01675
Number of participants with account balances2021-07-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0129
2020: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01691
Total number of active participants reported on line 7a of the Form 55002020-07-01419
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01264
Total of all active and inactive participants2020-07-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01685
Number of participants with account balances2020-07-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0135
2019: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01645
Total number of active participants reported on line 7a of the Form 55002019-07-01454
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01235
Total of all active and inactive participants2019-07-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01691
Number of participants with account balances2019-07-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0138
2018: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01642
Total number of active participants reported on line 7a of the Form 55002018-07-01427
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01217
Total of all active and inactive participants2018-07-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01645
Number of participants with account balances2018-07-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0150
2017: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01675
Total number of active participants reported on line 7a of the Form 55002017-07-01443
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01197
Total of all active and inactive participants2017-07-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01642
Number of participants with account balances2017-07-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0128
2016: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01596
Total number of active participants reported on line 7a of the Form 55002016-07-01552
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01122
Total of all active and inactive participants2016-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01675
Number of participants with account balances2016-07-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0135
2015: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01498
Total number of active participants reported on line 7a of the Form 55002015-07-01492
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01103
Total of all active and inactive participants2015-07-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01596
Number of participants with account balances2015-07-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
Total participants, beginning-of-year2015-01-01414
Total number of active participants reported on line 7a of the Form 55002015-01-01395
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01497
Total participants2015-01-01497
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01415
Total number of active participants reported on line 7a of the Form 55002014-01-01365
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01414
Number of participants with account balances2014-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01300
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01415
Number of participants with account balances2013-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01295
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01300
Number of participants with account balances2012-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01295
Number of participants with account balances2011-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01126
Total number of active participants reported on line 7a of the Form 55002010-01-0170
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01138
2009: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01126
Number of participants with account balances2009-01-01126

Financial Data on 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-510,361
Total of all expenses incurred2022-06-30$930,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$926,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$728,238
Value of total assets at end of year2022-06-30$9,258,846
Value of total assets at beginning of year2022-06-30$10,700,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$4,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$494,920
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$86,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,441,356
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,258,846
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,700,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$4,496
Value of interest in pooled separate accounts at end of year2022-06-30$7,022,525
Value of interest in pooled separate accounts at beginning of year2022-06-30$8,668,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$2,044,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,864,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,864,193
Net investment gain/loss from pooled separate accounts2022-06-30$-1,238,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$146,886
Employer contributions (assets) at end of year2022-06-30$191,532
Employer contributions (assets) at beginning of year2022-06-30$167,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$926,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2022-06-30814643077
2021 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,717,774
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$408,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$404,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$580,903
Value of total assets at end of year2021-06-30$10,562,303
Value of total assets at beginning of year2021-06-30$8,253,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,356
Total interest from all sources2021-06-30$24,449
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$525,805
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$18,267
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$55,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,309,012
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,562,303
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,253,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$4,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,668,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,293,017
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest earned on other investments2021-06-30$24,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,864,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,903,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,903,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,112,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Employer contributions (assets) at end of year2021-06-30$30,000
Employer contributions (assets) at beginning of year2021-06-30$38,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$404,406
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-06-30521743645
2020 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,177,777
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$604,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$601,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$846,985
Value of total assets at end of year2020-06-30$8,223,291
Value of total assets at beginning of year2020-06-30$7,650,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,645
Total interest from all sources2020-06-30$30,135
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$507,597
Participant contributions at end of year2020-06-30$18,267
Participant contributions at beginning of year2020-06-30$22,577
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$122,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$572,789
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,223,291
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,650,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$3,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,293,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$5,817,147
Interest earned on other investments2020-06-30$30,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,903,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,800,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,800,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$300,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$217,333
Employer contributions (assets) at end of year2020-06-30$8,717
Employer contributions (assets) at beginning of year2020-06-30$10,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$601,343
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-06-30521743645
2019 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,244,213
Total of all expenses incurred2019-06-30$467,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$464,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$904,775
Value of total assets at end of year2019-06-30$7,650,502
Value of total assets at beginning of year2019-06-30$6,873,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,990
Total interest from all sources2019-06-30$28,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$517,119
Participant contributions at end of year2019-06-30$22,577
Participant contributions at beginning of year2019-06-30$20,332
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$185,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$777,000
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,650,502
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,873,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$2,990
Value of interest in pooled separate accounts at end of year2019-06-30$5,817,147
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,165,399
Interest earned on other investments2019-06-30$28,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,800,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,680,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,680,108
Net investment gain/loss from pooled separate accounts2019-06-30$310,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$202,033
Employer contributions (assets) at end of year2019-06-30$10,428
Employer contributions (assets) at beginning of year2019-06-30$7,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$464,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WEYRICH, CONIN & SORRA
Accountancy firm EIN2019-06-30814643077
2018 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,439,157
Total of all expenses incurred2018-06-30$812,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$809,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$918,855
Value of total assets at end of year2018-06-30$6,873,502
Value of total assets at beginning of year2018-06-30$6,246,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,548
Total interest from all sources2018-06-30$21,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$495,705
Participant contributions at end of year2018-06-30$20,332
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$251,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$626,913
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,873,502
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,246,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$2,548
Value of interest in pooled separate accounts at end of year2018-06-30$5,165,399
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,882,256
Interest earned on other investments2018-06-30$21,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,680,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,364,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,364,333
Net investment gain/loss from pooled separate accounts2018-06-30$498,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$171,867
Employer contributions (assets) at end of year2018-06-30$7,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$809,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WEYRICH, CONIN & SORRA
Accountancy firm EIN2018-06-30814643077
2017 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,340,846
Total of all expenses incurred2017-06-30$1,074,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,072,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$669,900
Value of total assets at end of year2017-06-30$6,246,589
Value of total assets at beginning of year2017-06-30$5,980,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,171
Total interest from all sources2017-06-30$20,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$489,990
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$76,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$266,568
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,246,589
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,980,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$2,171
Value of interest in pooled separate accounts at end of year2017-06-30$4,882,256
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,635,521
Interest earned on other investments2017-06-30$20,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,364,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,344,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,344,500
Net investment gain/loss from pooled separate accounts2017-06-30$650,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$103,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,072,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2017-06-30814643077
2016 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$761,387
Total of all expenses incurred2016-06-30$473,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$472,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$766,415
Value of total assets at end of year2016-06-30$5,980,021
Value of total assets at beginning of year2016-06-30$5,692,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,841
Total interest from all sources2016-06-30$19,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$476,806
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$80,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$287,412
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,980,021
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,692,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$1,841
Value of interest in pooled separate accounts at end of year2016-06-30$4,635,521
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,493,920
Interest earned on other investments2016-06-30$19,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,344,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,198,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,198,559
Net investment gain/loss from pooled separate accounts2016-06-30$-24,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$209,412
Employer contributions (assets) at beginning of year2016-06-30$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$472,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2016-06-30521162023
2015 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$553,076
Total of all expenses incurred2015-06-30$131,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$131,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$428,726
Value of total assets at end of year2015-06-30$5,692,609
Value of total assets at beginning of year2015-06-30$5,271,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$251
Total interest from all sources2015-06-30$8,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$271,272
Participant contributions at end of year2015-06-30$130
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$59,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$421,200
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,692,609
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,271,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$251
Value of interest in pooled separate accounts at end of year2015-06-30$4,493,920
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,172,352
Interest earned on other investments2015-06-30$8,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,198,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,099,057
Net investment gain/loss from pooled separate accounts2015-06-30$116,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$97,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$131,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2015-06-30521162023
2014 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,050,309
Total of all expenses incurred2014-12-31$444,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$443,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$746,786
Value of total assets at end of year2014-12-31$5,271,409
Value of total assets at beginning of year2014-12-31$4,666,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,612
Total interest from all sources2014-12-31$15,039
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$546,695
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,427
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$605,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,271,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,666,099
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
Investment advisory and management fees2014-12-31$1,612
Value of interest in pooled separate accounts at end of year2014-12-31$4,172,352
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,772,496
Interest earned on other investments2014-12-31$15,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,099,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$893,603
Net investment gain/loss from pooled separate accounts2014-12-31$288,484
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$190,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$443,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WEYRICH, CRONIN & SORRA
Accountancy firm EIN2014-12-31521162023
2013 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,178,134
Total of all expenses incurred2013-12-31$145,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,542,956
Value of total assets at end of year2013-12-31$4,666,099
Value of total assets at beginning of year2013-12-31$2,633,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,760
Total interest from all sources2013-12-31$11,276
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$495,486
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$878,623
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$2,032,760
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,666,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,633,339
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
Investment advisory and management fees2013-12-31$2,760
Value of interest in pooled separate accounts at end of year2013-12-31$3,772,496
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,163,661
Interest earned on other investments2013-12-31$11,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$893,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$469,678
Net investment gain/loss from pooled separate accounts2013-12-31$623,902
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$168,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WEYRICH, CRONIN & SORRA
Accountancy firm EIN2013-12-31521162023
2012 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$878,196
Total of all expenses incurred2012-12-31$252,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$250,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$650,570
Value of total assets at end of year2012-12-31$2,633,339
Value of total assets at beginning of year2012-12-31$2,007,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,230
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 bond2012-12-31No
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$310,601
Participant contributions at beginning of year2012-12-31$409
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$190,067
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$625,474
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,633,339
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,007,865
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
Investment advisory and management fees2012-12-31$2,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,163,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,620,214
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$469,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$386,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$227,626
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$149,902
Employer contributions (assets) at beginning of year2012-12-31$899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$250,492
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 name2012-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2012-12-31521857374
2011 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$734,808
Total of all expenses incurred2011-12-31$68,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$756,560
Value of total assets at end of year2011-12-31$2,007,865
Value of total assets at beginning of year2011-12-31$1,341,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$783
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 bond2011-12-31No
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$712,174
Participant contributions at beginning of year2011-12-31$6,458
Participant contributions at end of year2011-12-31$409
Administrative expenses (other) incurred2011-12-31$783
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$666,298
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,007,865
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,341,567
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$1,620,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,165,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$386,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$169,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,752
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$44,386
Employer contributions (assets) at end of year2011-12-31$899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$67,727
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$382,579
Total of all expenses incurred2010-12-31$155,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$225,632
Value of total assets at end of year2010-12-31$1,341,567
Value of total assets at beginning of year2010-12-31$1,114,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,415
Total interest from all sources2010-12-31$218
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 bond2010-12-31No
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$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$225,632
Participant contributions at end of year2010-12-31$6,458
Participant contributions at beginning of year2010-12-31$7,816
Administrative expenses (other) incurred2010-12-31$1,415
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$226,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,341,567
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,114,657
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$1,165,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$970,745
Interest on participant loans2010-12-31$218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$169,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$136,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$156,729
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$154,254
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 name2010-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2010-12-31521857374
2009 : 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2009 401k financial data
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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC.

2021: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2015-01-01Type of plan entitySingle employer plan
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES 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: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES 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: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES 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: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES 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: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR THE EMPLOYEES OF FAMILY SERVICES, INC (FORMERLY GROUP TAX DEFERRED ANNUITY CONTRACT FOR FAMILY SERVICES INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered675
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,949
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1949
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197-C
Policy instance 1
Insurance contract or identification number051197-C
Number of Individuals Covered685
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,949
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 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 fees1949
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197-C
Policy instance 1
Insurance contract or identification number051197-C
Number of Individuals Covered691
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,639
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 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 fees2639
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered645
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,607
Contracts With Unallocated Funds Deposit Administration1
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 fees2607
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered642
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,987
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 number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered596
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $990
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 fees990
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered498
Insurance policy start date2015-01-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 fees0
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered414
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 $4,752
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4752
Additional information about fees paid to insurance brokerPORTION OF INVESTMENT COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197C
Policy instance 1
Insurance contract or identification number051197C
Number of Individuals Covered415
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 $599
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees599
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197-C
Policy instance 1
Insurance contract or identification number051197-C
Number of Individuals Covered300
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $689
Contracts With Unallocated Funds Deposit Administration1
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 brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameRENEE SHEW
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051197-C
Policy instance 1
Insurance contract or identification number051197-C
Number of Individuals Covered295
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number267-030-F-10
Policy instance 1
Insurance contract or identification number267-030-F-10
Number of Individuals Covered138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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