UNITED WAY SUNCOAST, INC. has sponsored the creation of one or more 401k plans.
Additional information about UNITED WAY SUNCOAST, INC.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC
401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC
| Measure | Date | Value |
|---|
| 2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2016 401k membership |
|---|
| Market value of plan assets | 2016-09-30 | 1,642,619 |
| Acturial value of plan assets | 2016-09-30 | 1,699,999 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-09-30 | 660,187 |
| Number of terminated vested participants | 2016-09-30 | 56 |
| Fundng target for terminated vested participants | 2016-09-30 | 1,150,435 |
| Active participant vested funding target | 2016-09-30 | 125,021 |
| Number of active participants | 2016-09-30 | 6 |
| Total funding liabilities for active participants | 2016-09-30 | 127,245 |
| Total participant count | 2016-09-30 | 63 |
| Total funding target for all participants | 2016-09-30 | 1,937,867 |
| Balance at beginning of prior year after applicable adjustments | 2016-09-30 | 144,131 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-09-30 | 10,692 |
| Amount remaining of carryover balance | 2016-09-30 | 133,439 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-09-30 | 0 |
| Balance of carryovers at beginning of current year | 2016-09-30 | 135,120 |
| Balance of prefunding at beginning of current year | 2016-09-30 | 0 |
| Total employer contributions | 2016-09-30 | 950,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-09-30 | 911,522 |
| Remaining amount of unpaid minimum required contributions | 2016-09-30 | 0 |
| Minimum required contributions for current year target normal cost | 2016-09-30 | 16,577 |
| Net shortfall amortization installment of oustanding balance | 2016-09-30 | 372,988 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-09-30 | 116,781 |
| Additional cash requirement | 2016-09-30 | 116,781 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-09-30 | 911,522 |
| Unpaid minimum required contributions for current year | 2016-09-30 | 0 |
| 2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 66 |
| Total of all active and inactive participants | 2014-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 66 |
| Total of all active and inactive participants | 2013-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 70 |
| Total of all active and inactive participants | 2012-01-01 | 71 |
| Total participants | 2012-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 82 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 72 |
| Total of all active and inactive participants | 2011-01-01 | 73 |
| Total participants | 2011-01-01 | 73 |
| 2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 108 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 81 |
| Total of all active and inactive participants | 2010-01-01 | 82 |
| Total participants | 2010-01-01 | 82 |
| 2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 107 |
| Total of all active and inactive participants | 2009-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 108 |
| Measure | Date | Value |
|---|
| 2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $272,580 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,059 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,930 |
| Total plan assets at end of year | 2014-12-31 | $1,662,256 |
| Total plan assets at beginning of year | 2014-12-31 | $1,412,735 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $7,185 |
| Other income received | 2014-12-31 | $22,580 |
| Net income (gross income less expenses) | 2014-12-31 | $249,521 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,662,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,412,735 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,944 |
| 2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $120,277 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $273,763 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $249,678 |
| Total plan assets at end of year | 2013-12-31 | $1,412,735 |
| Total plan assets at beginning of year | 2013-12-31 | $1,566,221 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $16,065 |
| Other income received | 2013-12-31 | $24,277 |
| Net income (gross income less expenses) | 2013-12-31 | $-153,486 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,412,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,566,221 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $96,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,020 |
| 2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $145,559 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $234,943 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $218,366 |
| Total plan assets at end of year | 2012-12-31 | $1,566,221 |
| Total plan assets at beginning of year | 2012-12-31 | $1,655,605 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,485 |
| Other income received | 2012-12-31 | $30,559 |
| Net income (gross income less expenses) | 2012-12-31 | $-89,384 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,566,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,655,605 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $115,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,092 |
| 2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,435 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $121,104 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $104,103 |
| Total plan assets at end of year | 2011-12-31 | $1,655,605 |
| Total plan assets at beginning of year | 2011-12-31 | $1,742,274 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $34,435 |
| Net income (gross income less expenses) | 2011-12-31 | $-86,669 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,655,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,742,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,001 |
| 2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $56,672 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $413,123 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $394,311 |
| Total plan assets at end of year | 2010-12-31 | $1,742,274 |
| Total plan assets at beginning of year | 2010-12-31 | $2,098,725 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $56,672 |
| Net income (gross income less expenses) | 2010-12-31 | $-356,451 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,742,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,098,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $18,812 |
| 2009 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 005965-I |
| Policy instance | 1 |
| Insurance contract or identification number | 005965-I | | Number of Individuals Covered | 67 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $85 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 85 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | TAMPA BAY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050193-A |
| Policy instance | 3 |
| Insurance contract or identification number | 050193-A | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050664-C |
| Policy instance | 2 |
| Insurance contract or identification number | 050664-C | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 055965-I |
| Policy instance | 1 |
| Insurance contract or identification number | 055965-I | | Number of Individuals Covered | 68 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $363 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 363 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | TAMPA BAY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 050664-C |
| Policy instance | 2 |
| Insurance contract or identification number | 050664-C | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050193-A |
| Policy instance | 3 |
| Insurance contract or identification number | 050193-A | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 055965-I |
| Policy instance | 1 |
| Insurance contract or identification number | 055965-I | | Number of Individuals Covered | 71 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050193-A |
| Policy instance | 3 |
| Insurance contract or identification number | 050193-A | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050664-C |
| Policy instance | 2 |
| Insurance contract or identification number | 050664-C | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 055-965-I-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 055-965-I-04 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050-664-C-03 |
| Policy instance | 2 |
| Insurance contract or identification number | 050-664-C-03 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050-193-A-03 |
| Policy instance | 3 |
| Insurance contract or identification number | 050-193-A-03 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 055-965-I-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 055-965-I-04 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050-664-C-03 |
| Policy instance | 2 |
| Insurance contract or identification number | 050-664-C-03 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 number | 050-193-A-03 |
| Policy instance | 3 |
| Insurance contract or identification number | 050-193-A-03 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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