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403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE
Plan identification number 001

403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARROLL LUTHERAN VILLAGE has sponsored the creation of one or more 401k plans.

Company Name:CARROLL LUTHERAN VILLAGE
Employer identification number (EIN):521127007
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01MONICA SLOAN
0012017-07-01
0012016-07-01TRACY L GOUGE TRACY L GOUGE2018-01-30
0012015-07-01TRACY L GOUGE TRACY L GOUGE2017-03-23
0012014-07-01ERIC SCHABDACH
0012013-07-01ERIC SCHABDACH
0012012-07-01ERIC SCHABDACH
0012011-07-01JULIE M BECK
0012009-07-01JULIE BECK

Plan Statistics for 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE

Measure Date Value
2017: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2017 401k membership
Total participants, beginning-of-year2017-07-01457
Total number of active participants reported on line 7a of the Form 55002017-07-01463
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0198
Total of all active and inactive participants2017-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01563
Number of participants with account balances2017-07-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0119
2016: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2016 401k membership
Total participants, beginning-of-year2016-07-01404
Total number of active participants reported on line 7a of the Form 55002016-07-01386
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0168
Total of all active and inactive participants2016-07-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01457
Number of participants with account balances2016-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0137
2015: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2015 401k membership
Total participants, beginning-of-year2015-07-01427
Total number of active participants reported on line 7a of the Form 55002015-07-01340
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0161
Total of all active and inactive participants2015-07-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01404
Number of participants with account balances2015-07-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0153
2014: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2014 401k membership
Total participants, beginning-of-year2014-07-01344
Total number of active participants reported on line 7a of the Form 55002014-07-01334
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0191
Total of all active and inactive participants2014-07-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01427
Number of participants with account balances2014-07-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0123
2013: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2013 401k membership
Total participants, beginning-of-year2013-07-01328
Total number of active participants reported on line 7a of the Form 55002013-07-01265
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0178
Total of all active and inactive participants2013-07-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01344
Number of participants with account balances2013-07-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2012 401k membership
Total participants, beginning-of-year2012-07-01319
Total number of active participants reported on line 7a of the Form 55002012-07-01257
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0170
Total of all active and inactive participants2012-07-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01328
Number of participants with account balances2012-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2011 401k membership
Total participants, beginning-of-year2011-07-01305
Total number of active participants reported on line 7a of the Form 55002011-07-01253
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01322
Number of participants with account balances2011-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2009 401k membership
Total participants, beginning-of-year2009-07-01262
Total number of active participants reported on line 7a of the Form 55002009-07-01356
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0143
Total of all active and inactive participants2009-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01399
Number of participants with account balances2009-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE

Measure Date Value
2018 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,019,187
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$871,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$865,933
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,258,998
Value of total assets at end of year2018-06-30$10,778,826
Value of total assets at beginning of year2018-06-30$9,631,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,686
Total interest from all sources2018-06-30$17,834
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
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$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$531,555
Participant contributions at end of year2018-06-30$105,927
Participant contributions at beginning of year2018-06-30$68,452
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$324,491
Other income not declared elsewhere2018-06-30$3,598
Administrative expenses (other) incurred2018-06-30$5,686
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$1,147,568
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,778,826
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,631,258
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,088,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,709,264
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$17,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,584,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,853,542
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$738,757
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$402,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$865,933
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 name2018-06-30BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2018-06-30390859910
2017 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,822,169
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$497,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$492,412
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$862,527
Value of total assets at end of year2017-06-30$9,666,562
Value of total assets at beginning of year2017-06-30$8,342,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,268
Total interest from all sources2017-06-30$19,022
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
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 bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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$469,386
Participant contributions at end of year2017-06-30$68,452
Participant contributions at beginning of year2017-06-30$62,271
Participant contributions at end of year2017-06-30$18,872
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$9,610
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$5,268
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$1,324,489
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,666,562
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,342,073
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,709,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,489,633
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$19,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,853,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,790,169
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$940,620
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 contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$383,531
Employer contributions (assets) at end of year2017-06-30$16,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$492,412
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 name2017-06-30BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2017-06-30390859910
2016 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$838,628
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$584,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$578,855
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$873,709
Value of total assets at end of year2016-06-30$8,342,073
Value of total assets at beginning of year2016-06-30$8,087,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,322
Total interest from all sources2016-06-30$17,749
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
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 bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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$402,339
Participant contributions at end of year2016-06-30$62,270
Participant contributions at beginning of year2016-06-30$46,177
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$137,248
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$5,322
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$254,451
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,342,073
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,087,622
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,489,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,352,110
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$17,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,790,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,689,335
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-52,830
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 contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$334,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$578,855
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 name2016-06-30BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2016-06-30390859910
2015 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,003,049
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$471,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$470,241
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$690,695
Value of total assets at end of year2015-06-30$8,087,622
Value of total assets at beginning of year2015-06-30$7,555,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$767
Total interest from all sources2015-06-30$17,863
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
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 bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$324,465
Participant contributions at beginning of year2015-06-30$19,069
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$53,446
Other income not declared elsewhere2015-06-30$3
Administrative expenses (other) incurred2015-06-30$767
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$532,041
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,087,622
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,555,581
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,352,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,761,249
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$17,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,735,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,775,263
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$294,488
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$312,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$470,241
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 name2015-06-30BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2015-06-30390859910
2014 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,888,075
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$479,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$478,794
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$968,030
Value of total assets at end of year2014-06-30$7,555,581
Value of total assets at beginning of year2014-06-30$6,146,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$659
Total interest from all sources2014-06-30$16,505
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$308,096
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$324,297
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,408,622
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,555,581
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,146,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,761,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,562,375
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$16,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,775,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,580,692
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$903,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$335,637
Employer contributions (assets) at end of year2014-06-30$19,069
Employer contributions (assets) at beginning of year2014-06-30$3,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$478,794
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2014-06-30390859910
2013 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,306,826
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$382,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$381,656
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$750,895
Value of total assets at end of year2013-06-30$6,146,959
Value of total assets at beginning of year2013-06-30$5,222,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$350
Total interest from all sources2013-06-30$21,289
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$299,685
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$137,399
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$924,820
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,146,959
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,222,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,562,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,639,400
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$21,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,580,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,578,652
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$534,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$313,811
Employer contributions (assets) at end of year2013-06-30$3,892
Employer contributions (assets) at beginning of year2013-06-30$4,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$381,656
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PARENTEBEARD LLC
Accountancy firm EIN2013-06-30232392984
2012 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$630,513
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$391,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$387,992
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$585,097
Value of total assets at end of year2012-06-30$5,222,139
Value of total assets at beginning of year2012-06-30$4,982,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,055
Total interest from all sources2012-06-30$26,012
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$269,878
Participant contributions at beginning of year2012-06-30$9,909
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$14,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,618
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$3,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$239,466
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,222,139
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,982,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,639,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,397,993
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$26,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,578,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,564,711
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$19,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$301,094
Employer contributions (assets) at end of year2012-06-30$4,087
Employer contributions (assets) at beginning of year2012-06-30$7,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$387,992
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PARENTEBEARD LLC
Accountancy firm EIN2012-06-30232932984
2011 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,154,110
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$404,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$401,030
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$439,597
Value of total assets at end of year2011-06-30$4,982,673
Value of total assets at beginning of year2011-06-30$4,233,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,751
Total interest from all sources2011-06-30$38,166
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$256,494
Participant contributions at end of year2011-06-30$9,909
Participant contributions at beginning of year2011-06-30$10,019
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$318
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,618
Administrative expenses (other) incurred2011-06-30$3,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$749,329
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,982,673
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,233,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,397,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,697,264
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$38,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,564,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,526,061
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$676,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$182,785
Employer contributions (assets) at end of year2011-06-30$7,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$401,030
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PARENTEBEARD LLC
Accountancy firm EIN2011-06-30232932984
2010 : 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE

2017: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CARROLL LUTHERAN VILLAGE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered563
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 $4,253
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered404
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 $3,586
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 fees3586
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered427
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,603
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 fees4603
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered344
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,837
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 fees1837
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered328
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $594
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 fees210
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered322
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $477
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020082G
Policy instance 1
Insurance contract or identification number020082G
Number of Individuals Covered305
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $660
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

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