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EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

SUMTER SENIOR SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SUMTER SENIOR SERVICES
Employer identification number (EIN):570609664
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01GAIL WILSON DANA STROCK2018-07-13
0012016-01-01GAIL WILSON DANA STROCK2017-06-08
0012015-01-01GAIL WILSON DANA STROCK2016-10-06
0012014-01-01GAIL WILSON SHIRLEY BAKER2015-08-03
0012013-01-01GAIL WILSON SHIRLEY BAKER2015-07-31
0012012-01-01GAIL WILSON SHIRLEY BAKER2013-10-14
0012011-01-01GAIL WILSON SHIRLEY BAKER2012-10-16
0012010-01-01GAIL WILSON SHIRLEY BAKER2011-10-17
0012009-01-01GAIL WILSON SHIRLEY BAKER2010-07-28

Plan Statistics for EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

Measure Date Value
2021: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

Measure Date Value
2021 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2021 401k financial data
Total income from all sources2021-12-31$1,614
Expenses. Total of all expenses incurred2021-12-31$24
Total plan assets at end of year2021-12-31$25,776
Total plan assets at beginning of year2021-12-31$24,186
Value of fidelity bond covering the plan2021-12-31$100,000
Expenses. Other expenses not covered elsewhere2021-12-31$24
Other income received2021-12-31$1,614
Net income (gross income less expenses)2021-12-31$1,590
Net plan assets at end of year (total assets less liabilities)2021-12-31$25,776
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$24,186
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2020 401k financial data
Total income from all sources2020-12-31$1,105
Expenses. Total of all expenses incurred2020-12-31$24
Total plan assets at end of year2020-12-31$24,186
Total plan assets at beginning of year2020-12-31$23,105
Expenses. Other expenses not covered elsewhere2020-12-31$24
Other income received2020-12-31$1,105
Net income (gross income less expenses)2020-12-31$1,081
Net plan assets at end of year (total assets less liabilities)2020-12-31$24,186
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$23,105
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2019 401k financial data
Total income from all sources2019-12-31$1,632
Expenses. Total of all expenses incurred2019-12-31$24
Total plan assets at end of year2019-12-31$23,105
Total plan assets at beginning of year2019-12-31$21,497
Expenses. Other expenses not covered elsewhere2019-12-31$24
Other income received2019-12-31$1,632
Net income (gross income less expenses)2019-12-31$1,608
Net plan assets at end of year (total assets less liabilities)2019-12-31$23,105
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$21,497
2017 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2017 401k financial data
Total income from all sources2017-12-31$1,165
Expenses. Total of all expenses incurred2017-12-31$72,750
Benefits paid (including direct rollovers)2017-12-31$72,724
Total plan assets at end of year2017-12-31$22,006
Total plan assets at beginning of year2017-12-31$93,591
Value of fidelity bond covering the plan2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$26
Other income received2017-12-31$1,165
Net income (gross income less expenses)2017-12-31$-71,585
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,006
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$93,591
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2016 401k financial data
Total income from all sources2016-12-31$1,090
Expenses. Total of all expenses incurred2016-12-31$6,422
Total plan assets at end of year2016-12-31$93,591
Total plan assets at beginning of year2016-12-31$98,923
Value of fidelity bond covering the plan2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,422
Other income received2016-12-31$1,090
Net income (gross income less expenses)2016-12-31$-5,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$93,591
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$98,923
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2015 401k financial data
Total income from all sources2015-12-31$466
Expenses. Total of all expenses incurred2015-12-31$72
Total plan assets at end of year2015-12-31$98,923
Total plan assets at beginning of year2015-12-31$98,529
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$72
Other income received2015-12-31$466
Net income (gross income less expenses)2015-12-31$394
Net plan assets at end of year (total assets less liabilities)2015-12-31$98,923
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$98,529
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2014 401k financial data
Total income from all sources2014-12-31$1,493
Expenses. Total of all expenses incurred2014-12-31$84
Total plan assets at end of year2014-12-31$98,529
Total plan assets at beginning of year2014-12-31$97,120
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$84
Other income received2014-12-31$1,493
Net income (gross income less expenses)2014-12-31$1,409
Net plan assets at end of year (total assets less liabilities)2014-12-31$98,529
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$97,120
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2013 401k financial data
Total income from all sources2013-12-31$2,959
Expenses. Total of all expenses incurred2013-12-31$72
Total plan assets at end of year2013-12-31$97,120
Total plan assets at beginning of year2013-12-31$94,233
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$72
Other income received2013-12-31$2,959
Net income (gross income less expenses)2013-12-31$2,887
Net plan assets at end of year (total assets less liabilities)2013-12-31$97,120
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$94,233
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2012 401k financial data
Total income from all sources2012-12-31$2,487
Expenses. Total of all expenses incurred2012-12-31$71
Total plan assets at end of year2012-12-31$94,233
Total plan assets at beginning of year2012-12-31$91,817
Expenses. Other expenses not covered elsewhere2012-12-31$71
Other income received2012-12-31$2,487
Net income (gross income less expenses)2012-12-31$2,416
Net plan assets at end of year (total assets less liabilities)2012-12-31$94,233
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$91,817
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2011 401k financial data
Total income from all sources2011-12-31$1,659
Expenses. Total of all expenses incurred2011-12-31$4,202
Total plan assets at end of year2011-12-31$91,817
Total plan assets at beginning of year2011-12-31$94,360
Expenses. Other expenses not covered elsewhere2011-12-31$4,202
Other income received2011-12-31$1,659
Net income (gross income less expenses)2011-12-31$-2,543
Net plan assets at end of year (total assets less liabilities)2011-12-31$91,817
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$94,360
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2010 401k financial data
Total income from all sources2010-12-31$3,633
Expenses. Total of all expenses incurred2010-12-31$8,668
Total plan assets at end of year2010-12-31$94,360
Total plan assets at beginning of year2010-12-31$99,395
Expenses. Other expenses not covered elsewhere2010-12-31$8,668
Other income received2010-12-31$3,633
Net income (gross income less expenses)2010-12-31$-5,035
Net plan assets at end of year (total assets less liabilities)2010-12-31$94,360
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$99,395
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC.

2021: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS PLAN OF SUMTER SENIOR SERVICES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMPENSATION 3
Insurance broker nameAUSTIN ORT
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number053124-H
Policy instance 1
Insurance contract or identification number053124-H
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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