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403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER
Plan identification number 002

403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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.
  • 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.

401k Sponsoring company profile

GREENWOOD GENETIC CENTER has sponsored the creation of one or more 401k plans.

Company Name:GREENWOOD GENETIC CENTER
Employer identification number (EIN):570604070
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022018-07-01
0022017-07-01DAWN HODGES
0022017-07-01DAWN PUDERBAUGH HODGES
0022016-07-01BONNIE M RAMAGE BONNIE M RAMAGE2017-12-27
0022015-07-01BONNIE M RAMAGE BONNIE M RAMAGE2016-11-08
0022014-07-01BONNIE M RAMAGE BONNIE M RAMAGE2015-12-30
0022013-07-01BONNIE RAMAGE BONNIE RAMAGE2014-12-18
0022012-07-01BONNIE RAMAGE BONNIE RAMAGE2014-12-18
0022011-07-01BONNIE RAMAGE BONNIE RAMAGE2014-12-18
0022010-07-01BONNIE RAMAGE BONNIE RAMAGE2014-12-18
0022009-07-01BONNIE RAMAGE

Plan Statistics for 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER

Measure Date Value
2021: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2021 401k membership
Total participants, beginning-of-year2021-07-01272
Total number of active participants reported on line 7a of the Form 55002021-07-01172
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01107
Total of all active and inactive participants2021-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01279
Number of participants with account balances2021-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-018
2020: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2020 401k membership
Total participants, beginning-of-year2020-07-01267
Total number of active participants reported on line 7a of the Form 55002020-07-01172
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0199
Total of all active and inactive participants2020-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01272
Number of participants with account balances2020-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2019 401k membership
Total participants, beginning-of-year2019-07-01252
Total number of active participants reported on line 7a of the Form 55002019-07-01184
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0182
Total of all active and inactive participants2019-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01267
Number of participants with account balances2019-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2018 401k membership
Total participants, beginning-of-year2018-07-01245
Total number of active participants reported on line 7a of the Form 55002018-07-01178
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0174
Total of all active and inactive participants2018-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01252
Number of participants with account balances2018-07-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0114
2017: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2017 401k membership
Total participants, beginning-of-year2017-07-01231
Total number of active participants reported on line 7a of the Form 55002017-07-01187
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0158
Total of all active and inactive participants2017-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01245
Number of participants with account balances2017-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2016 401k membership
Total participants, beginning-of-year2016-07-01208
Total number of active participants reported on line 7a of the Form 55002016-07-01188
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01231
Number of participants with account balances2016-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2015 401k membership
Total participants, beginning-of-year2015-07-01207
Total number of active participants reported on line 7a of the Form 55002015-07-01168
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01208
Number of participants with account balances2015-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117
2014: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2014 401k membership
Total participants, beginning-of-year2014-07-01199
Total number of active participants reported on line 7a of the Form 55002014-07-01183
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01207
Number of participants with account balances2014-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2013 401k membership
Total participants, beginning-of-year2013-07-01189
Total number of active participants reported on line 7a of the Form 55002013-07-01169
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01199
Number of participants with account balances2013-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2012 401k membership
Total participants, beginning-of-year2012-07-01164
Total number of active participants reported on line 7a of the Form 55002012-07-01160
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0128
Total of all active and inactive participants2012-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01189
Number of participants with account balances2012-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2011 401k membership
Total participants, beginning-of-year2011-07-01163
Total number of active participants reported on line 7a of the Form 55002011-07-01133
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0130
Total of all active and inactive participants2011-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01164
Number of participants with account balances2011-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2010 401k membership
Total participants, beginning-of-year2010-07-01157
Total number of active participants reported on line 7a of the Form 55002010-07-01136
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0127
Total of all active and inactive participants2010-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01163
Number of participants with account balances2010-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2009 401k membership
Total participants, beginning-of-year2009-07-01148
Total number of active participants reported on line 7a of the Form 55002009-07-01137
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01157
Number of participants with account balances2009-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,772,433
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,170,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,169,267
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,643,697
Value of total assets at end of year2022-06-30$28,014,668
Value of total assets at beginning of year2022-06-30$31,957,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,097
Total interest from all sources2022-06-30$32,017
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
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$500,000
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$863,991
Participant contributions at end of year2022-06-30$58,640
Participant contributions at beginning of year2022-06-30$57,312
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$923,906
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,942,797
Value of net assets at end of year (total assets less liabilities)2022-06-30$28,014,668
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$31,957,465
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$23,552,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$28,036,282
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$32,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,350,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,810,090
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-4,448,147
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$855,800
Employer contributions (assets) at end of year2022-06-30$52,836
Employer contributions (assets) at beginning of year2022-06-30$53,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,169,267
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 name2022-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2022-06-30570381582
2021 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$8,835,344
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$899,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$898,402
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,680,268
Value of total assets at end of year2021-06-30$31,957,465
Value of total assets at beginning of year2021-06-30$24,021,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,102
Total interest from all sources2021-06-30$43,681
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$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$787,293
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$57,312
Participant contributions at beginning of year2021-06-30$49,030
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$24,862
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,102
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$7,935,840
Value of net assets at end of year (total assets less liabilities)2021-06-30$31,957,465
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$24,021,625
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$28,036,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$19,720,190
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$43,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,810,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,203,627
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$7,111,395
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$868,113
Employer contributions (assets) at end of year2021-06-30$53,781
Employer contributions (assets) at beginning of year2021-06-30$48,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$898,402
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2021-06-30570381582
2020 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$2,614,134
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$929,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$929,643
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,749,526
Value of total assets at end of year2020-06-30$24,021,625
Value of total assets at beginning of year2020-06-30$22,337,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$55,096
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$500,000
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$730,005
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Participant contributions at end of year2020-06-30$49,030
Participant contributions at beginning of year2020-06-30$47,516
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$183,391
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
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$1,684,491
Value of net assets at end of year (total assets less liabilities)2020-06-30$24,021,625
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$22,337,134
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$19,720,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$18,370,367
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$55,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,203,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,864,616
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$809,512
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$836,130
Employer contributions (assets) at end of year2020-06-30$48,778
Employer contributions (assets) at beginning of year2020-06-30$54,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$929,643
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 name2020-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2020-06-30570381582
2019 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,121,649
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$865,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$865,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,246,859
Value of total assets at end of year2019-06-30$22,234,984
Value of total assets at beginning of year2019-06-30$19,978,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$49,961
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
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$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$606,304
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$877,054
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$2,256,294
Value of net assets at end of year (total assets less liabilities)2019-06-30$22,234,984
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,978,690
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$18,370,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,801,150
Interest earned on other investments2019-06-30$49,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,864,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,177,540
Net investment gain/loss from pooled separate accounts2019-06-30$824,829
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$763,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$865,355
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 name2019-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2019-06-30570381582
2018 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$2,976,776
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$299,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$299,867
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,493,538
Value of total assets at end of year2018-06-30$19,978,690
Value of total assets at beginning of year2018-06-30$17,301,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$29,482
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$500,000
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$604,501
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$71,123
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
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$2,676,909
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,978,690
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$17,301,781
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$16,801,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$14,463,063
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$29,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,177,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,838,718
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$1,453,756
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$817,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$299,867
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 name2018-06-30ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2018-06-30570381582
2017 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$3,310,983
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$904,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$904,018
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,386,947
Value of total assets at end of year2017-06-30$17,301,781
Value of total assets at beginning of year2017-06-30$14,894,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$43,639
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$500,000
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$562,764
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$65,436
Administrative expenses (other) incurred2017-06-30$0
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$2,406,965
Value of net assets at end of year (total assets less liabilities)2017-06-30$17,301,781
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,894,816
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 pooled separate accounts at end of year2017-06-30$14,463,063
Value of interest in pooled separate accounts at beginning of year2017-06-30$12,007,589
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$43,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,838,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,887,227
Net investment gain/loss from pooled separate accounts2017-06-30$1,880,397
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$758,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$904,018
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 name2017-06-30ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2017-06-30570381582
2016 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$1,211,619
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$549,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$548,693
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,257,157
Value of total assets at end of year2016-06-30$14,894,816
Value of total assets at beginning of year2016-06-30$14,232,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$989
Total interest from all sources2016-06-30$28,224
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$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$510,472
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$31,224
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$989
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$661,937
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,894,816
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,232,879
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 pooled separate accounts at end of year2016-06-30$12,007,589
Value of interest in pooled separate accounts at beginning of year2016-06-30$11,436,396
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$28,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,887,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,796,483
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-73,762
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$715,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$548,693
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 name2016-06-30ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2016-06-30570381582
2015 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$1,760,122
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$449,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$449,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,252,004
Value of total assets at end of year2015-06-30$14,232,879
Value of total assets at beginning of year2015-06-30$12,922,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$308
Total interest from all sources2015-06-30$27,732
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$520,836
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$21,732
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$308
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$1,310,807
Value of net assets at end of year (total assets less liabilities)2015-06-30$14,232,879
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,922,072
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 pooled separate accounts at end of year2015-06-30$11,436,396
Value of interest in pooled separate accounts at beginning of year2015-06-30$10,165,218
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$27,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,796,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,756,854
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$480,386
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$709,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$449,007
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 name2015-06-30ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2015-06-30570381582
2014 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$2,781,758
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$422,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$420,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,137,888
Value of total assets at end of year2014-06-30$12,922,072
Value of total assets at beginning of year2014-06-30$10,562,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,091
Total interest from all sources2014-06-30$25,627
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$500,000
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$459,820
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$21,541
Administrative expenses (other) incurred2014-06-30$1,891
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$2,359,464
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,922,072
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,562,608
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 pooled separate accounts at end of year2014-06-30$10,165,218
Value of interest in pooled separate accounts at beginning of year2014-06-30$8,225,220
Interest earned on other investments2014-06-30$25,627
Value of interest in common/collective trusts at end of year2014-06-30$2,756,854
Value of interest in common/collective trusts at beginning of year2014-06-30$2,337,388
Net investment gain/loss from pooled separate accounts2014-06-30$1,618,243
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$656,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$420,203
Contract administrator fees2014-06-30$200
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 name2014-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2014-06-30570381582
2013 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$6,260,589
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$741,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$741,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,260,787
Value of total assets at end of year2013-06-30$10,562,608
Value of total assets at beginning of year2013-06-30$5,043,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$150
Total interest from all sources2013-06-30$23,689
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$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$466,176
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,264,749
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$5,519,364
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,562,608
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,043,244
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 pooled separate accounts at end of year2013-06-30$8,225,220
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,941,282
Interest earned on other investments2013-06-30$23,689
Value of interest in common/collective trusts at end of year2013-06-30$2,337,388
Value of interest in common/collective trusts at beginning of year2013-06-30$1,101,962
Net investment gain/loss from pooled separate accounts2013-06-30$976,113
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$529,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$741,075
Contract administrator fees2013-06-30$150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30ELLIOTT DAVIS CO
Accountancy firm EIN2013-06-30570381582
2012 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$1,083,692
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$92,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$88,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,037,516
Value of total assets at end of year2012-06-30$5,043,244
Value of total assets at beginning of year2012-06-30$4,052,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,275
Total interest from all sources2012-06-30$15,426
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$30,750
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$100,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$465,977
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$426,047
Administrative expenses (other) incurred2012-06-30$4,025
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$991,153
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,043,244
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,052,092
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$3,941,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,390,678
Value of interest in pooled separate accounts at end of year2012-06-30$3,941,282
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,390,678
Interest earned on other investments2012-06-30$15,426
Value of interest in common/collective trusts at end of year2012-06-30$1,101,962
Value of interest in common/collective trusts at beginning of year2012-06-30$661,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$15,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,101,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$661,414
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$88,264
Net investment gain/loss from pooled separate accounts2012-06-30$30,750
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 contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$145,492
Income. Dividends from common stock2012-06-30$30,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$88,264
Contract administrator fees2012-06-30$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
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 name2012-06-30ELLIOTT DAVIS CO
Accountancy firm EIN2012-06-30570381582
2011 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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$1,585,103
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$272,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$272,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$939,240
Value of total assets at end of year2011-06-30$4,052,092
Value of total assets at beginning of year2011-06-30$2,739,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$36
Total interest from all sources2011-06-30$13,805
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$632,058
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$100,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$517,144
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$265,888
Administrative expenses (other) incurred2011-06-30$2
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$1,312,149
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,052,092
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,739,942
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$3,390,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,159,194
Value of interest in pooled separate accounts at end of year2011-06-30$3,390,678
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,159,194
Interest earned on other investments2011-06-30$13,805
Value of interest in common/collective trusts at end of year2011-06-30$661,414
Value of interest in common/collective trusts at beginning of year2011-06-30$580,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$13,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$661,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$580,748
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$272,918
Net investment gain/loss from pooled separate accounts2011-06-30$632,058
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$156,208
Income. Dividends from common stock2011-06-30$632,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$272,919
Contract administrator fees2011-06-30$34
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
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 name2011-06-30ELLIOTT DAVIS CO
Accountancy firm EIN2011-06-30570381582
2010 : 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$845,925
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$150,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$148,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$582,232
Value of total assets at end of year2010-06-30$2,739,942
Value of total assets at beginning of year2010-06-30$2,044,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$2,123
Total interest from all sources2010-06-30$14,950
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$204,491
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$406,011
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$40,237
Administrative expenses (other) incurred2010-06-30$1,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$695,039
Value of net assets at end of year (total assets less liabilities)2010-06-30$2,739,942
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$2,044,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in pooled separate accounts at end of year2010-06-30$2,159,194
Value of interest in pooled separate accounts at beginning of year2010-06-30$1,590,493
Interest earned on other investments2010-06-30$14,950
Value of interest in common/collective trusts at end of year2010-06-30$580,748
Value of interest in common/collective trusts at beginning of year2010-06-30$454,410
Net investment gain/loss from pooled separate accounts2010-06-30$248,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$135,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$148,763
Contract administrator fees2010-06-30$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-06-30No
Did the plan have assets held for investment2010-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30ELLIOTT DAVIS CO
Accountancy firm EIN2010-06-30570381582

Form 5500 Responses for 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER

2021: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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 benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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 benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 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 GREENWOOD GENETIC CENTER 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
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
2010: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GREENWOOD GENETIC CENTER 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 number054057B
Policy instance 1
Insurance contract or identification number054057B
Number of Individuals Covered279
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 $6,409
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 fees6409
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 number054057B
Policy instance 1
Insurance contract or identification number054057B
Number of Individuals Covered272
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 $6,409
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 fees6409
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 number054057B
Policy instance 1
Insurance contract or identification number054057B
Number of Individuals Covered267
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 $10,964
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 fees10964
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 number054057B
Policy instance 1
Insurance contract or identification number054057B
Number of Individuals Covered252
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of fees paid to insurance companyUSD $8,111
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 fees8111
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 number054057B
Policy instance 1
Insurance contract or identification number054057B
Number of Individuals Covered245
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 $3,103
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 fees3103
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameATLANTA REGIONAL OFFICE

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